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Gartner
IT

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
Franklin Resources
California
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
Brown Advisory
Maryland
$356M
5
JCM
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
Polen Capital Management
Florida
$684M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
Invesco
Georgia
$243M
5
Millennium Management
Millennium Management
New York
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M -$107K -305 -4%
BCIM
302
British Columbia Investment Management
British Columbia, Canada
$2.5M +$26.6K +76 +1%
O
303
Ossiam
France
$2.47M -$605K -1,728 -20%
SPIA
304
Steward Partners Investment Advisory
New York
$2.42M +$732K +2,090 +43%
SEC
305
Seven Eight Capital
New York
$2.42M +$2.15M +6,126 +794%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$2.39M +$973K +2,778 +69%
SCM
307
Shelton Capital Management
Colorado
$2.38M +$2.38M +6,808 New
RJFSA
308
Raymond James Financial Services Advisors
Florida
$2.38M +$290K +828 +14%
SAM
309
Securian Asset Management
Minnesota
$2.36M – – –
Neuberger Berman Group
310
Neuberger Berman Group
New York
$2.35M -$25.6K -73 -1%
WF
311
Welch & Forbes
Massachusetts
$2.33M +$4.2K +12 +0.2%
CANY
312
Caxton Associates (New York)
New York
$2.32M +$855K +2,441 +58%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$2.28M +$15.4K +44 +0.7%
EAM
314
Eukles Asset Management
Ohio
$2.26M +$52.5K +150 +2%
KRS
315
Kentucky Retirement Systems
Kentucky
$2.23M +$37.5K +107 +2%
MF
316
Magnetar Financial
Illinois
$2.21M +$2.21M +6,315 New
CCIA
317
Campbell & Co Investment Adviser
Maryland
$2.2M +$2.2M +6,286 New
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$2.18M +$38.9K +111 +2%
OPERF
319
Oregon Public Employees Retirement Fund
Oregon
$2.16M +$20K +57 +0.9%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$2.14M +$275K +785 +15%
Nordea Investment Management
321
Nordea Investment Management
Sweden
$2.12M +$47.8K +138 +2%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$2.12M -$259K -738 -11%
PP
323
PDT Partners
New York
$2.06M -$1.31M -3,732 -39%
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$2.05M -$73.9K -211 -3%
VPIM
325
Vanguard Personalized Indexing Management
California
$2.04M +$84.1K +240 +4%
11 12
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