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Gartner
IT

Overview Fund Activity

425 hedge funds and large institutions have $10.8B invested in Gartner in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+18
Holders Change %
+4.42%
% of All Funds
9.65%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
63
Increased
154
Reduced
135
Closed
42
Calls
$3.4M
Puts
$8.87M
Net Calls
-$5.47M
Net Calls Change
-$1.18M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$360M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$473M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$606M
4
Select Equity Group
Select Equity Group
New York
$585M
5
ACM
Atlanta Capital Management
Georgia
$271M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
MCM
Moore Capital Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$639K
5
Millennium Management
Millennium Management
New York
$896K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAMH
326
Taikang Asset Management (HK)
Hong Kong
$242K +$242K +1,968 New
PGA
327
Premia Global Advisors
Florida
$231K +$231K +1,884 New
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$227K +$1.48K +12 +0.7%
RJT
329
Raymond James Trust
Florida
$223K -$5.18K -42 -2%
AIM
330
Allen Investment Management
New York
$213K -$57.4K -467 -21%
NCM
331
Noesis Capital Mangement
Florida
$210K – – –
LC
332
Lourd Capital
California
$204K +$204K +1,655 New
ASN
333
Advisory Services Network
Georgia
$186K +$157K +1,269 +533%
TRCT
334
Tower Research Capital (TRC)
New York
$182K +$154K +1,249 +553%
TAM
335
Tiverton Asset Management
Delaware
$178K +$178K +1,446 New
Victory Capital Management
336
Victory Capital Management
Texas
$176K -$7.62K -62 -4%
LS
337
Livforsakringsbolaget Skandia
Sweden
$172K -$24.6K -200 -13%
AAM
338
Advisors Asset Management
Colorado
$169K -$11.8K -96 -7%
Federated Hermes
339
Federated Hermes
Pennsylvania
$158K -$23.3K -189 -13%
RIM
340
Rampart Investment Management
Connecticut
$154K -$739 -6 -0.5%
POIA
341
Pin Oak Investment Advisors
Texas
$145K +$145K +1,175 New
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$130K -$28.9K -235 -18%
TIM
343
Tortoise Investment Management
New York
$126K – – –
BFEC
344
Benjamin F. Edwards & Company
Missouri
$123K – – –
TSW
345
Thompson Siegel & Walmsley
Virginia
$110K – – –
VIA
346
Virtus Investment Advisers
Connecticut
$101K -$9.07K -74 -8%
PHK
347
Point72 Hong Kong
Hong Kong
$98K +$98K +799 New
Korea Investment Corp
348
Korea Investment Corp
South Korea
$93K – – –
PCP
349
Proficio Capital Partners
Massachusetts
$93K +$4.07K +33 +5%
OMCS
350
Old Mutual Customised Solutions
South Africa
$86K – – –
12 13
14
15 16