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Gartner
IT

Overview Fund Activity

498 hedge funds and large institutions have $13.1B invested in Gartner in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 149 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+55
Holders Change %
+12.42%
% of All Funds
9.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
94
Increased
149
Reduced
173
Closed
27
Calls
$11.9M
Puts
$11.9M
Net Calls
-$87K
Net Calls Change
+$3.13M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
$157M
2
WRF
Waddell & Reed Financial
Kansas
$88M
3
Ameriprise
Ameriprise
Minnesota
$150M
4
CS
Credit Suisse
Switzerland
$47.1M
5
Morgan Stanley
Morgan Stanley
New York
$402M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$547M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$243M
3
Select Equity Group
Select Equity Group
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$80.8M
5
Invesco
Invesco
Georgia
$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
326
Essex Financial Services
Connecticut
$367K – – –
CC
327
Cipher Capital
New York
$366K +$366K +2,375 New
WANY
328
Wealthspire Advisors (New York)
New York
$365K -$30.4K -197 -8%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$354K +$354K +2,300 New
KMWM
330
Keudell/Morrison Wealth Management
Oregon
$350K -$27.4K -178 -7%
PA
331
Profund Advisors
Maryland
$349K +$47.2K +306 +16%
DS
332
DRW Securities
Illinois
$347K +$347K +2,251 New
CAN
333
Cetera Advisor Networks
California
$345K +$48.5K +317 +16%
CC
334
Chicago Capital
Illinois
$339K – – –
WI
335
Wintrust Investments
Illinois
$337K -$1.09M -7,075 -76%
SBH
336
Segall Bryant & Hamill
Illinois
$328K -$28.5K -185 -8%
KRSITF
337
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$327K -$1.24K -8 -0.4%
VF
338
Virtu Financial
New York
$326K +$326K +2,116 New
LPT
339
Legacy Private Trust
Wisconsin
$321K +$30.8K +200 +11%
SCM
340
Spreng Capital Management
Ohio
$318K +$318K +2,065 New
Creative Planning
341
Creative Planning
Kansas
$317K -$13.5K -88 -4%
V
342
Veritable
Delaware
$313K -$289K -1,875 -48%
QI
343
QS Investors
New York
$313K +$24.7K +158 +9%
RIM
344
Redpoint Investment Management
Australia
$310K – – –
Franklin Resources
345
Franklin Resources
California
$303K +$20.4K +132 +7%
II
346
Inspire Investing
Idaho
$300K -$66.4K -431 -18%
GIA
347
Granite Investment Advisors
New Hampshire
$293K -$19.2K -125 -6%
CAM
348
Cresset Asset Management
Illinois
$279K -$13.4K -87 -5%
MA
349
MANA Advisors
New York
$278K +$278K +1,801 New
EVM
350
Evelyn V. Moreno
$277K -$108K -700 -28%
12 13
14
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