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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$148M
2
CCM
Candlestick Capital Management
Connecticut
+$61.2M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
JCM
Junto Capital Management
New York
+$32.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.8M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$387M
2
ACM
Atlanta Capital Management
Georgia
-$106M
3
GIM
Generation Investment Management
United Kingdom
-$91.1M
4
MCM
Melvin Capital Management
New York
-$77.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$859K +$42.9K +235 +5%
MCIA
302
Mountain Capital Investment Advisors
Colorado
$843K -$194K -1,025 -19%
AWM
303
Avitas Wealth Management
California
$841K +$841K +4,607 New
ESCM
304
Echo Street Capital Management
New York
$832K +$832K +4,556 New
HI
305
Horizon Investments
North Carolina
$820K +$820K +4,494 New
AII
306
AGF Investments Inc
Ontario, Canada
$813K -$21.2K -116 -3%
CGH
307
Crossmark Global Holdings
Texas
$808K -$34.7K -190 -4%
CG
308
Colony Group
Massachusetts
$803K -$34K -186 -4%
VAS
309
Vestmark Advisory Solutions
Massachusetts
$803K +$10.8K +59 +1%
WI
310
WrapManager Inc
California
$791K -$4.75K -26 -0.6%
MIA
311
MainStreet Investment Advisors
Illinois
$783K -$22.3K -122 -3%
Jane Street
312
Jane Street
New York
$776K +$776K +4,247 New
IP
313
Intellectus Partners
California
$767K +$11.7K +64 +2%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$766K – – –
American Century Companies
315
American Century Companies
Missouri
$758K +$333K +1,825 +78%
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$734K -$160K -878 -18%
AC
317
Athanor Capital
New York
$733K -$328K -1,798 -31%
GBT
318
Grove Bank & Trust
Florida
$726K +$89.3K +489 +14%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$716K -$23.2K -127 -3%
FT
320
Fiduciary Trust
Massachusetts
$707K – – –
CA
321
Cornerstone Advisory
Maryland
$702K – – –
KAS
322
Kestra Advisory Services
Texas
$696K +$428K +2,343 +160%
BUB
323
BBVA USA Bancshares
Texas
$695K -$61.9K -339 -8%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$694K -$13.3K -73 -2%
AC
325
Allstate Corporation
Illinois
$691K +$51.3K +281 +8%
11 12
13
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