We are live on ! Find out more

469 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
301
Squar Milner Financial Services
California
$387K +$99K +857 +37%
HPC
302
HM Payson & Co
Maine
$383K -$13.6K -118 -4%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$377K -$63K -545 -15%
SSA
304
Schonfeld Strategic Advisors
New York
$372K -$1.16M -10,039 -77%
GBT
305
Grove Bank & Trust
Florida
$356K +$339K +2,933 New
Teacher Retirement System of Texas
306
Teacher Retirement System of Texas
Texas
$355K +$338K +2,923 New
MML Investors Services
307
MML Investors Services
Massachusetts
$350K +$61.6K +533 +23%
FHB
308
First Hawaiian Bank
Hawaii
$348K -$40.4K -350 -11%
RFC
309
Regions Financial Corp
Alabama
$338K +$50.1K +434 +18%
IFWM
310
Institute for Wealth Management
Colorado
$332K +$8.78K +76 +3%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$328K +$46.2K +400 +17%
YMRC
312
Yorktown Management & Research Company
Virginia
$315K +$300K +2,600 New
PWM
313
Perigon Wealth Management
California
$311K
LIA
314
LS Investment Advisors
Michigan
$310K +$1.85K +16 +0.6%
HA
315
Harbor Advisors
Florida
$303K
AIM
316
Aigen Investment Management
New York
$298K +$284K +2,455 New
Walleye Capital
317
Walleye Capital
New York
$298K +$284K +2,459 New
RJT
318
Raymond James Trust
Florida
$296K +$282K +2,442 New
CAN
319
Cetera Advisor Networks
California
$295K -$578 -5 -0.2%
Nomura Holdings
320
Nomura Holdings
Japan
$289K +$275K +2,381 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$288K -$809 -7 -0.3%
CB
322
Commerce Bank
Missouri
$276K -$270K -2,336 -51%
KMWM
323
Keudell/Morrison Wealth Management
Oregon
$276K
COI
324
Connable Office Inc
Michigan
$275K
US Bancorp
325
US Bancorp
Minnesota
$272K -$29.9K -259 -10%