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Gartner
IT

Overview Fund Activity

393 hedge funds and large institutions have $7.6B invested in Gartner in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+22
Holders Change %
+5.93%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
125
Reduced
153
Closed
31
Calls
$940K
Puts
$1.65M
Net Calls
-$714K
Net Calls Change
-$25K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$105M
2
Select Equity Group
Select Equity Group
New York
$142M
3
EAM
EverPoint Asset Management
Connecticut
$60M
4
Goldman Sachs
Goldman Sachs
New York
$91.3M
5
NC
Nicholas Company
Wisconsin
$32.7M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$7.64M
2
Renaissance Technologies
Renaissance Technologies
New York
$17.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$195M
4
BAMCO Inc
BAMCO Inc
New York
$758M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$398M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
301
Perigon Wealth Management
California
$259K – – –
COI
302
Connable Office Inc
Michigan
$253K – – –
CICI
303
Capital Investment Counsel Inc
North Carolina
$248K – – –
GHCM
304
Glen Harbor Capital Management
California
$243K +$243K +2,400 New
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$240K -$9.19K -91 -4%
PAM
306
Princeton Alpha Management
New Jersey
$235K -$561K -5,558 -70%
Nordea Investment Management
307
Nordea Investment Management
Sweden
$231K – – –
CAN
308
Cetera Advisor Networks
California
$230K +$230K +2,280 New
Truist Financial
309
Truist Financial
North Carolina
$228K +$228K +2,255 New
TMAM
310
Tokio Marine Asset Management
Japan
$219K -$104K -1,034 -32%
GS
311
GAM Systematic
United Kingdom
$218K -$717K -7,097 -77%
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$217K -$555K -5,500 -72%
LPL Financial
313
LPL Financial
California
$210K +$210K +2,101 New
DILIC
314
Dai-ichi Life Insurance Company
Japan
$201K +$201K +1,990 New
AG
315
Advisor Group
Arizona
$199K -$8.09K -80 -4%
MSV
316
MN Services Vermogensbeheer
Netherlands
$197K – – –
TG
317
TLP Group
Illinois
$188K +$110K +1,083 +140%
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$182K – – –
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$182K – – –
CCMH
320
Cornerstone Capital Management Holdings
New York
$175K +$55K +547 +46%
PG
321
PEAK6 Group
Illinois
$172K +$172K +1,701 New
AIM
322
Acrospire Investment Management
Illinois
$162K +$162K +1,600 New
Creative Planning
323
Creative Planning
Kansas
$143K -$23.9K -237 -14%
GXMC
324
Global X Management Company
New York
$133K +$22.3K +220 +20%
DZ Bank
325
DZ Bank
Germany
$126K +$126K +1,250 New
11 12
13
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