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Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
Findlay Park Partners
United Kingdom
$145M
3
PI
Putnam Investments
Massachusetts
$136M
4
AI
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$92.5M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Ameriprise
Ameriprise
Minnesota
$65.8M
5
Harris Associates
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
301
Vestmark Advisory Solutions
Massachusetts
$1.57M -$178K -645 -10%
EAM
302
Eukles Asset Management
Ohio
$1.56M +$27.7K +100 +2%
CC
303
Centiva Capital
New York
$1.56M +$356K +1,288 +30%
YIH
304
Y-Intercept (HK)
Hong Kong
$1.55M +$698K +2,521 +82%
NB
305
Norinchukin Bank
Japan
$1.55M +$131K +472 +9%
EI
306
Ethic Inc
New York
$1.52M -$614K -2,220 -29%
GC
307
Guggenheim Capital
Illinois
$1.52M -$841K -3,039 -36%
TPCW
308
TD Private Client Wealth
New York
$1.52M +$1.45M +5,238 +2,095%
Baird Financial Group
309
Baird Financial Group
Wisconsin
$1.51M -$505K -1,826 -25%
KAS
310
Kestra Advisory Services
Texas
$1.5M +$382K +1,382 +34%
AWA
311
Arete Wealth Advisors
Illinois
$1.49M -$40.1K -145 -3%
QCM
312
Quantinno Capital Management
New York
$1.48M +$590K +2,132 +66%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$1.48M +$28K +101 +2%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$1.48M – – –
AFS
315
Aft Forsyth & Sober
Florida
$1.45M – – –
RJFSA
316
Raymond James Financial Services Advisors
Florida
$1.44M +$252K +910 +21%
MP
317
McDonald Partners
Ohio
$1.43M – – –
VPIM
318
Vanguard Personalized Indexing Management
California
$1.42M +$254K +919 +22%
ZCA
319
Zeke Capital Advisors
Pennsylvania
$1.42M -$68.1K -246 -5%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$1.41M -$19.1K -69 -1%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$1.41M – – –
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$1.4M +$417K +1,507 +42%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$1.4M -$26.3K -95 -2%
EAM
324
Erste Asset Management
Austria
$1.39M – – –
CCP
325
Corient Capital Partners
California
$1.36M +$2.9K +12 +0.2%
11 12
13
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