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449 hedge funds and large institutions have $14B invested in Gartner in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

3% more funds holding

Funds holding: 437449 (+12)

3% more capital invested

Capital invested by funds: $13.6B → $14B (+$395M)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

3.36% less ownership

Funds ownership: 100.41%97.05% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
53
Increased
153
Reduced
156
Closed
37
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.26M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
326
Wintrust Investments
Illinois
$278K -$78.2K -500 -22%
ZCA
327
Zeke Capital Advisors
Pennsylvania
$276K -$497K -3,180 -65%
SPIA
328
Steward Partners Investment Advisory
New York
$274K +$17.7K +113 +7%
SRAM
329
Stone Ridge Asset Management
New York
$271K
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$269K -$182K -1,162 -41%
CAM
331
Cresset Asset Management
Illinois
$268K +$46.3K +296 +22%
BTS
332
BB&T Securities
Virginia
$268K +$261K +1,670 New
Fiera Capital (Canada)
333
Fiera Capital (Canada)
Quebec, Canada
$262K +$254K +1,625 New
ECG
334
Edge Capital Group
Georgia
$262K +$255K +1,629 New
IFWM
335
Institute for Wealth Management
Colorado
$257K +$34.9K +223 +16%
FHB
336
First Hawaiian Bank
Hawaii
$255K -$29.9K -191 -11%
PFPT
337
Pinnacle Financial Partners (Tennessee)
Tennessee
$254K +$248K +1,583 New
RIM
338
Rampart Investment Management
Connecticut
$253K -$19.1K -122 -7%
II
339
Inspire Investing
Idaho
$250K +$27.8K +178 +13%
AP
340
Advisor Partners
California
$246K +$6.72K +43 +3%
GSIS
341
Global Strategic Investment Solutions
Arizona
$245K
RJT
342
Raymond James Trust
Florida
$242K +$8.91K +57 +4%
CCMINC
343
Cardinal Capital Management Inc (North Carolina)
North Carolina
$239K
WANY
344
Wealthspire Advisors (New York)
New York
$239K +$232K +1,485 New
SFA
345
Sequoia Financial Advisors
Ohio
$233K
CT
346
Cambridge Trust
Massachusetts
$233K +$227K +1,450 New
SCA
347
Summit Creek Advisors
Minnesota
$229K
CC
348
ClearArc Capital
Ohio
$218K -$21.7K -139 -9%
IRF
349
IBM Retirement Fund
New York
$218K +$4.38K +28 +2%
GC
350
Gilbert & Cook
Iowa
$217K -$15.9K -102 -7%