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Gartner
IT

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$613M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$631M
3
Polen Capital Management
Polen Capital Management
Florida
$742M
4
ACM
Atlanta Capital Management
Georgia
$363M
5
MCM
Melvin Capital Management
New York
$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$306M
2
WRF
Waddell & Reed Financial
Kansas
$31.3M
3
DCP
Durable Capital Partners
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$4.88M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
326
Harel Insurance Investments & Financial Services
Israel
$267K +$267K +2,200 New
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K -$63K -519 -19%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$263K +$263K +2,168 New
SBH
329
Segall Bryant & Hamill
Illinois
$259K – – –
NPF
330
Norris Perne & French
Michigan
$255K -$1.95K -16 -0.8%
PA
331
Profund Advisors
Maryland
$248K +$248K +2,041 New
IRF
332
IBM Retirement Fund
New York
$245K -$2.42K -20 -1%
RIM
333
Redpoint Investment Management
Australia
$244K – – –
QI
334
QS Investors
New York
$243K – – –
RCA
335
Rowland Carmichael Advisors
Arizona
$238K +$238K +1,965 New
PI
336
PEAK6 Investments
Illinois
$234K +$234K +1,929 New
CICI
337
Capital Investment Counsel Inc
North Carolina
$231K -$59.6K -490 -21%
VI
338
Vestcor Inc
New Brunswick, Canada
$231K -$1.46K -12 -0.6%
Verition Fund Management
339
Verition Fund Management
Connecticut
$231K +$231K +1,902 New
GIA
340
Granite Investment Advisors
New Hampshire
$231K +$231K +1,903 New
WAM
341
World Asset Management
Michigan
$225K -$156K -1,280 -41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
342
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$225K +$225K +1,856 New
SSWM
343
Smith Salley Wealth Management
North Carolina
$224K +$224K +1,843 New
FAAS
344
First Allied Advisory Services
California
$223K +$223K +1,835 New
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$223K +$223K +1,842 New
EI
346
Ethic Inc
New York
$222K +$222K +1,832 New
RIA
347
Realta Investment Advisors
Delaware
$219K -$229K -1,883 -51%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$219K -$70.5K -582 -24%
SCM
349
Spreng Capital Management
Ohio
$219K +$219K +1,805 New
SFS
350
Sowell Financial Services
Arkansas
$218K +$77.5K +638 +55%
12 13
14
15 16