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Gartner
IT

Overview Fund Activity

407 hedge funds and large institutions have $10.9B invested in Gartner in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
10.16%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
39
Increased
157
Reduced
136
Closed
35
Calls
$2.76M
Puts
$7.05M
Net Calls
-$4.29M
Net Calls Change
-$3.95M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$105M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$113M
3
Wells Fargo
3
Wells Fargo
California
$129M
4
Select Equity Group
4
Select Equity Group
New York
$547M
5
BlackRock
5
BlackRock
New York
$819M

Top Sellers

1
SC
1
Sculptor Capital
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.45M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$108M
4
Millennium Management
4
Millennium Management
New York
$42.4M
5
SC
5
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
326
KeyBank National Association
Ohio
$249K +$249K +2,002 New
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$239K -$1.52M -12,234 -86%
RJT
328
Raymond James Trust
Florida
$230K -$12.7K -102 -5%
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$228K +$13.1K +105 +6%
PG
330
PEAK6 Group
Illinois
$214K -$508K -4,082 -70%
NCM
331
Noesis Capital Mangement
Florida
$213K +$8.6K +69 +4%
PI
332
Putnam Investments
Massachusetts
$207K -$12.4K -100 -6%
SFA
333
Sequoia Financial Advisors
Ohio
$206K -$5.61K -45 -3%
Creative Planning
334
Creative Planning
Kansas
$203K -$39.1K -315 -16%
B
335
Bailard
California
$203K +$203K +1,633 New
PL
336
Parkwood LLC
Ohio
$201K +$201K +1,615 New
LS
337
Livforsakringsbolaget Skandia
Sweden
$199K – – –
Robeco Institutional Asset Management
338
Robeco Institutional Asset Management
Netherlands
$190K -$144K -1,157 -43%
Victory Capital Management
339
Victory Capital Management
Texas
$186K -$1.7M -13,667 -90%
FPS
340
Fieldpoint Private Securities
Connecticut
$185K +$185K +1,490 New
Federated Hermes
341
Federated Hermes
Pennsylvania
$183K -$565K -4,539 -76%
AAM
342
Advisors Asset Management
Colorado
$183K +$63K +505 +52%
WAM
343
Wealthspire Advisors (Maryland)
Maryland
$161K +$13.6K +109 +9%
RIM
344
Rampart Investment Management
Connecticut
$156K +$12.5K +101 +9%
TIM
345
Tortoise Investment Management
New York
$127K – – –
BFEC
346
Benjamin F. Edwards & Company
Missouri
$124K – – –
VIA
347
Virtus Investment Advisers
Connecticut
$112K -$18.3K -147 -14%
TSW
348
Thompson Siegel & Walmsley
Virginia
$112K – – –
IA
349
IFP Advisors
Florida
$105K -$12.3K -99 -10%
ST
350
Spot Trading
Illinois
$96K +$96K +769 New
12 13
14
15 16