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Gartner
IT

Overview Fund Activity

438 hedge funds and large institutions have $12.8B invested in Gartner in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 166 reducing their positions, and 42 closing their positions.

Holders
438
Holders Change
–
Holders Change %
0%
% of All Funds
10.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
47
Increased
146
Reduced
166
Closed
42
Calls
$31M
Puts
$32.3M
Net Calls
-$1.32M
Net Calls Change
+$13.1M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$226M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$641M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$890M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$696M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
BlackRock
2
BlackRock
New York
$786M
3
GC
3
Guggenheim Capital
Illinois
$3.54M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$357K
5
State Street
5
State Street
Massachusetts
$433M
Name Market Value Shares Shares
Change 		Shares
Change %
CICI
301
Capital Investment Counsel Inc
North Carolina
$336K 2,530 – –
COI
302
Connable Office Inc
Michigan
$332K 2,500 – –
PWM
303
Perigon Wealth Management
California
$332K 2,500 – –
HA
304
Harbor Advisors
Florida
$332K 2,500 – –
Verition Fund Management
305
Verition Fund Management
Connecticut
$328K 2,466 +2,466 New
BNP Paribas Asset Management
306
BNP Paribas Asset Management
France
$321K 2,418 -5,688 -70%
AWM
307
Avior Wealth Management
Nebraska
$316K 2,374 +164 +7%
CC
308
ClearArc Capital
Ohio
$313K 2,353 +25 +1%
MERSOM
309
Municipal Employees' Retirement System of Michigan
Michigan
$311K 2,340 – –
GEM
310
Global Endowment Management
North Carolina
$310K 2,330 -270 -10%
O
311
OppenheimerFunds
New York
$308K 2,319 -197 -8%
HI
312
Horizon Investments
North Carolina
$300K 2,258 +2,258 New
YMRC
313
Yorktown Management & Research Company
Virginia
$292K 2,200 -800 -27%
AA
314
ALPS Advisors
Colorado
$287K 2,157 +2,157 New
ECM
315
Everence Capital Management
Indiana
$284K 2,140 – –
SBH
316
Segall Bryant & Hamill
Illinois
$283K 2,132 +2,132 New
LPL Financial
317
LPL Financial
California
$279K 2,102 +2,102 New
Robeco Institutional Asset Management
318
Robeco Institutional Asset Management
Netherlands
$268K 2,021 – –
QI
319
QS Investors
New York
$268K 2,015 – –
RIM
320
Redpoint Investment Management
Australia
$267K 2,010 – –
SFA
321
Sequoia Financial Advisors
Ohio
$262K 1,975 – –
RJFSA
322
Raymond James Financial Services Advisors
Florida
$252K 1,895 +113 +6%
GCA
323
Gideon Capital Advisors
New York
$249K 1,877 -1,620 -46%
DWT
324
Dorsey & Whitney Trust
South Dakota
$247K 1,852 +61 +3%
CCM
325
Coldstream Capital Management
Washington
$245K 1,844 +1,844 New
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13
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