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Gartner
IT

Overview Fund Activity

375 hedge funds and large institutions have $7.35B invested in Gartner in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 149 increasing their positions, 111 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+39
Holders Change %
+11.61%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
149
Reduced
111
Closed
16
Calls
$1.22M
Puts
$1.85M
Net Calls
-$636K
Net Calls Change
-$281K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.1M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$40.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$44M
4
Polen Capital Management
4
Polen Capital Management
Florida
$300M
5
BFA
5
BlackRock Fund Advisors
California
$384M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$426M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$194M
4
BAMCO Inc
4
BAMCO Inc
New York
$756M
5
Fidelity International
5
Fidelity International
Bermuda
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
301
Nordea Investment Management
Sweden
$223K – – –
Balyasny Asset Management
302
Balyasny Asset Management
Illinois
$216K -$664K -6,809 -75%
CWM
303
Concert Wealth Management
California
$213K +$213K +2,210 New
AG
304
Advisor Group
Arizona
$197K +$197K +2,040 New
MSV
305
MN Services Vermogensbeheer
Netherlands
$180K – – –
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$179K +$179K +1,834 New
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$175K – – –
FMT
308
First Mercantile Trust
Tennessee
$174K +$174K +1,785 New
PAM
309
Paradigm Asset Management
New York
$132K – – –
CCA
310
Catalyst Capital Advisors
New York
$120K -$11.4K -117 -9%
CCMH
311
Cornerstone Capital Management Holdings
New York
$116K – – –
CCA
312
Checchi Capital Advisers
California
$115K -$3.61K -37 -3%
TIM
313
Tortoise Investment Management
New York
$114K – – –
MFS
314
MSI Financial Services
Massachusetts
$114K +$5.85K +60 +5%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$107K -$293 -3 -0.3%
MAM
316
Mizuho Asset Management
Japan
$106K +$106K +1,084 New
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$105K -$4.47K -46 -4%
CBOA
318
Commonwealth Bank of Australia
Australia
$91K +$32.4K +331 +55%
Creative Planning
319
Creative Planning
Kansas
$90K +$3.03K +31 +3%
TSW
320
Thompson Siegel & Walmsley
Virginia
$87K +$87K +897 New
IA
321
IFP Advisors
Florida
$86K +$71.4K +735 +490%
RA
322
Rational Advisors
New York
$85K +$85K +875 New
IR
323
Invictus RG
Bermuda
$79K +$56.1K +574 +244%
AP
324
Advisors Preferred
Maryland
$78K +$78K +799 New
GXMC
325
Global X Management Company
New York
$69K +$69K +713 New
11 12
13
14 15