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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$3.43M -$27.2K -57 -0.8%
TRCT
302
Tower Research Capital (TRC)
New York
$3.4M -$1.95M -4,099 -37%
CCA
303
Covey Capital Advisors
Georgia
$3.38M -$463K -971 -12%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$3.3M +$5.24K +11 +0.2%
O
305
Ossiam
France
$3.3M -$1.95M -4,086 -37%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$3.2M +$280K +587 +10%
DPAM
307
Degroof Petercam Asset Management
Belgium
$3.19M +$143K +300 +5%
EAM
308
Eukles Asset Management
Ohio
$3.13M +$43.4K +91 +1%
VPIM
309
Vanguard Personalized Indexing Management
California
$3.13M +$398K +835 +15%
GIBU
310
Gulf International Bank (UK)
United Kingdom
$3.11M +$20.5K +43 +0.7%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$3.07M +$126K +260 +4%
PWG
312
Portside Wealth Group
Utah
$3.06M -$188K -394 -6%
TRSOTSOK
313
Teachers Retirement System of the State of Kentucky
Kentucky
$3.05M -$194K -407 -6%
TI
314
Trexquant Investment
Connecticut
$3.03M -$1.65M -3,469 -35%
LIP
315
Liontrust Investment Partners
United Kingdom
$2.98M +$2.98M +6,253 New
SPIA
316
Steward Partners Investment Advisory
New York
$2.96M -$153K -320 -5%
NA
317
NewEdge Advisors
Louisiana
$2.95M +$532K +1,117 +22%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$2.93M +$444K +931 +18%
PGCM
319
Prescott Group Capital Management
Oklahoma
$2.86M – – –
KRS
320
Kentucky Retirement Systems
Kentucky
$2.82M -$151K -317 -5%
PA
321
Paralel Advisors
Colorado
$2.8M – – –
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$2.75M -$376K -789 -12%
CS
323
Candriam SCA
Luxembourg
$2.75M +$303K +635 +12%
MG
324
Markel Group
Virginia
$2.72M – – –
KeyBank National Association
325
KeyBank National Association
Ohio
$2.72M +$493K +1,035 +22%
11 12
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