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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
326
Regions Financial Corp
Alabama
$351K +$2.67K +21 +0.8%
IRF
327
IBM Retirement Fund
New York
$351K +$100K +790 +39%
MML Investors Services
328
MML Investors Services
Massachusetts
$345K -$15.9K -125 -4%
RJT
329
Raymond James Trust
Florida
$344K +$39K +307 +13%
IFWM
330
Institute for Wealth Management
Colorado
$343K +$1.02K +8 +0.3%
GCP
331
GSA Capital Partners
United Kingdom
$335K +$341K +2,684 New
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$330K +$60.4K +475 +22%
BCV
333
Banque Cantonale Vaudoise
Switzerland
$327K -$9.28K -73 -3%
YMRC
334
Yorktown Management & Research Company
Virginia
$325K
CIBC World Market
335
CIBC World Market
Ontario, Canada
$325K +$330K +2,599 New
PWM
336
Perigon Wealth Management
California
$322K +$1.27K +10 +0.4%
SP
337
Symmetry Partners
Connecticut
$318K +$324K +2,547 New
HA
338
Harbor Advisors
Florida
$312K
LIA
339
LS Investment Advisors
Michigan
$305K -$14.7K -116 -5%
CF
340
Copperwynd Financial
Arizona
$305K +$92.9K +731 +43%
CB
341
Commerce Bank
Missouri
$302K +$17.4K +137 +6%
PA
342
Procyon Advisors
Connecticut
$297K +$74.4K +585 +33%
EI
343
Ethic Inc
New York
$296K +$67.8K +533 +29%
RG
344
Rikoon Group
New Mexico
$296K +$301K +2,365 New
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$292K +$18.6K +146 +7%
COI
346
Connable Office Inc
Michigan
$284K
AP
347
Advisor Partners
California
$283K +$5.72K +45 +2%
HS
348
Haafor (Singapore)
Singapore
$276K +$280K +2,203 New
CC
349
Chicago Capital
Illinois
$275K
US Bancorp
350
US Bancorp
Minnesota
$273K -$6.36K -50 -2%