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Gartner
IT

Overview Fund Activity

438 hedge funds and large institutions have $11B invested in Gartner in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+13
Holders Change %
+3.06%
% of All Funds
10.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
57
Increased
153
Reduced
147
Closed
40
Calls
$24.2M
Puts
$38.6M
Net Calls
-$14.4M
Net Calls Change
-$8.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$697M
2
Polen Capital Management
2
Polen Capital Management
Florida
$634M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$422M
5
JCM
5
Junto Capital Management
New York
$68.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$104M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$6.37M
3
Norges Bank
3
Norges Bank
Norway
$75.9M
4
TCM
4
TimesSquare Capital Management
New York
$246M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$552M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
326
Point72 Hong Kong
Hong Kong
$222K +$128K +1,090 +136%
CC
327
Cedar Capital
Illinois
$219K +$219K +1,864 New
CA
328
Commerzbank Aktiengesellschaft
Germany
$219K +$219K +1,866 New
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
$218K +$218K +1,858 New
Creative Planning
330
Creative Planning
Kansas
$216K +$216K +1,835 New
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$215K -$1.41K -12 -0.7%
RIM
332
Rampart Investment Management
Connecticut
$213K +$65.7K +558 +45%
RJFSA
333
Raymond James Financial Services Advisors
Florida
$210K -$68.1K -578 -24%
DWT
334
Dorsey & Whitney Trust
South Dakota
$210K +$210K +1,791 New
RJT
335
Raymond James Trust
Florida
$208K -$5.31K -45 -2%
Allianz Asset Management
336
Allianz Asset Management
Germany
$207K +$207K +1,760 New
NCM
337
Noesis Capital Mangement
Florida
$201K – – –
CG
338
Colony Group
Massachusetts
$201K +$201K +1,712 New
POIA
339
Pin Oak Investment Advisors
Texas
$180K +$41.8K +355 +30%
ASN
340
Advisory Services Network
Georgia
$167K -$10.4K -88 -6%
Victory Capital Management
341
Victory Capital Management
Texas
$165K -$3.65K -31 -2%
LS
342
Livforsakringsbolaget Skandia
Sweden
$165K – – –
TAM
343
Tiverton Asset Management
Delaware
$161K -$8.56K -73 -5%
AAM
344
Advisors Asset Management
Colorado
$154K -$1.7K -15 -1%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$129K +$11.7K +100 +10%
TIM
346
Tortoise Investment Management
New York
$120K – – –
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$107K -$17.3K -147 -14%
PCP
348
Proficio Capital Partners
Massachusetts
$104K +$15.2K +129 +17%
TSW
349
Thompson Siegel & Walmsley
Virginia
$91K -$14.7K -125 -14%
Korea Investment Corp
350
Korea Investment Corp
South Korea
$89K – – –
12 13
14
15 16