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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
301
IEQ Capital
California
$3.32M +$981K +1,936 +42%
Nordea Investment Management
302
Nordea Investment Management
Sweden
$3.3M -$8.11K -16 -0.2%
CS
303
Candriam SCA
Luxembourg
$3.3M +$41K +81 +1%
SPIA
304
Steward Partners Investment Advisory
New York
$3.29M +$179K +353 +6%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$3.26M -$26.9K -53 -0.8%
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$3.21M +$549K +1,078 +21%
MGWM
307
Marks Group Wealth Management
Minnesota
$3.2M +$1.21M +2,392 +61%
GIBU
308
Gulf International Bank (UK)
United Kingdom
$3.17M -$140K -277 -4%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$3.08M +$634K +1,252 +26%
PWG
310
Portside Wealth Group
Utah
$3.05M -$31.9K -63 -1%
CCA
311
Covey Capital Advisors
Georgia
$2.97M -$719K -1,419 -19%
TRSOTSOK
312
Teachers Retirement System of the State of Kentucky
Kentucky
$2.95M -$214K -422 -7%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M +$1.5M +2,970 +106%
MG
314
Markel Group
Virginia
$2.89M – – –
BCV
315
Banque Cantonale Vaudoise
Switzerland
$2.87M -$518K -1,023 -15%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$2.87M – – –
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$2.87M +$51.7K +102 +2%
AFA
318
Abacus FCF Advisors
Florida
$2.83M -$936K -1,848 -25%
EF
319
Empowered Funds
Pennsylvania
$2.81M +$768K +1,515 +38%
KeyBank National Association
320
KeyBank National Association
Ohio
$2.76M -$14.7K -29 -0.5%
GH
321
GAM Holding
Switzerland
$2.72M -$15.7K -31 -0.6%
KRS
322
Kentucky Retirement Systems
Kentucky
$2.72M -$244K -482 -8%
MP
323
McDonald Partners
Ohio
$2.71M -$101K -200 -4%
KCM
324
Kendall Capital Management
Maryland
$2.68M +$423K +835 +19%
Squarepoint
325
Squarepoint
New York
$2.68M +$1.62M +3,187 +151%
11 12
13
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