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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
301
Gulf International Bank (UK)
United Kingdom
$2.93M – – –
CAM
302
Cresset Asset Management
Illinois
$2.92M +$496K +1,105 +20%
Envestnet Portfolio Solutions
303
Envestnet Portfolio Solutions
Illinois
$2.92M -$640K -1,426 -18%
Cerity Partners
304
Cerity Partners
New York
$2.89M -$2.41M -5,369 -45%
CS
305
Candriam SCA
Luxembourg
$2.89M +$294K +654 +11%
P
306
Paradiem
Louisiana
$2.84M -$463K -1,031 -14%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$2.8M -$71.4K -159 -2%
SPIA
308
Steward Partners Investment Advisory
New York
$2.75M -$30.5K -68 -1%
PWG
309
Portside Wealth Group
Utah
$2.73M -$144K -321 -5%
MSU
310
Mizuho Securities USA
New York
$2.69M +$2.69M +5,985 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$2.67M -$84.4K -188 -3%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$2.63M – – –
KRS
313
Kentucky Retirement Systems
Kentucky
$2.63M -$31.4K -70 -1%
SCM
314
Shelton Capital Management
Colorado
$2.59M -$898K -2,000 -26%
MPM
315
MBB Public Markets
Illinois
$2.58M +$2.58M +5,740 New
MG
316
Markel Group
Virginia
$2.56M – – –
DILIC
317
Dai-ichi Life Insurance Company
Japan
$2.54M -$2.2M -4,900 -46%
VIM
318
Vinva Investment Management
Australia
$2.52M +$1.07M +2,395 +73%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$2.5M -$618K -1,376 -20%
MP
320
McDonald Partners
Ohio
$2.49M +$11.2K +25 +0.5%
KeyBank National Association
321
KeyBank National Association
Ohio
$2.46M -$102K -228 -4%
GH
322
GAM Holding
Switzerland
$2.42M +$757K +1,685 +45%
IWA
323
Icon Wealth Advisors
Texas
$2.37M +$81.2K +162 +4%
AWA
324
Arete Wealth Advisors
Illinois
$2.36M +$2.36M +5,275 New
AFS
325
Aft Forsyth & Sober
Florida
$2.36M – – –
11 12
13
14 15