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Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
+$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$56.7M
3
ACM
Atlanta Capital Management
Georgia
+$43.7M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$50.9M
4
Goldman Sachs
Goldman Sachs
New York
-$44.2M
5
GIM
Generation Investment Management
United Kingdom
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
326
Eukles Asset Management
Ohio
$516K -$801 -5 -0.2%
IRF
327
IBM Retirement Fund
New York
$513K +$62.2K +388 +14%
HPC
328
HM Payson & Co
Maine
$508K +$2.4K +15 +0.5%
CI
329
Cigna Investments
Connecticut
$506K +$46.9K +292 +10%
VIA
330
Vident Investment Advisory
Georgia
$484K +$8.01K +50 +2%
CRC
331
Curi RMB Capital
Illinois
$481K -$144K -901 -23%
RFC
332
Regions Financial Corp
Alabama
$478K +$28.2K +176 +6%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$473K +$187K +1,165 +65%
CF
334
Copperwynd Financial
Arizona
$454K +$63.3K +395 +16%
RJT
335
Raymond James Trust
Florida
$451K +$10.1K +63 +2%
Cetera Investment Advisers
336
Cetera Investment Advisers
Illinois
$440K +$440K +2,749 New
BCV
337
Banque Cantonale Vaudoise
Switzerland
$423K +$2.72K +17 +0.6%
SO
338
STRS Ohio
Ohio
$416K -$50.8K -317 -11%
YMRC
339
Yorktown Management & Research Company
Virginia
$416K – – –
PWM
340
Perigon Wealth Management
California
$416K +$2.73K +17 +0.7%
SP
341
Symmetry Partners
Connecticut
$408K – – –
MML Investors Services
342
MML Investors Services
Massachusetts
$407K -$35.4K -221 -8%
SSWM
343
Smith Salley Wealth Management
North Carolina
$402K +$96.1K +600 +31%
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$401K +$26.6K +166 +7%
HA
345
Harbor Advisors
Florida
$400K – – –
FC
346
FORA Capital
Florida
$398K +$142K +884 +55%
RG
347
Rikoon Group
New Mexico
$388K +$9.6K +60 +3%
OQS
348
Occudo Quantitative Strategies
Florida
$387K +$387K +2,418 New
PA
349
Procyon Advisors
Connecticut
$381K – – –
QIM
350
Quantitative Investment Management
Virginia
$381K +$381K +2,382 New
12 13
14
15 16