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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$148M
2
CCM
Candlestick Capital Management
Connecticut
+$61.2M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
JCM
Junto Capital Management
New York
+$32.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.8M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$387M
2
ACM
Atlanta Capital Management
Georgia
-$106M
3
GIM
Generation Investment Management
United Kingdom
-$91.1M
4
MCM
Melvin Capital Management
New York
-$77.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Capitolis Advisors
New York
$681K -$386K -2,116 -36%
EAM
327
Eukles Asset Management
Ohio
$680K +$92.1K +505 +16%
FHB
328
First Hawaiian Bank
Hawaii
$662K +$23.7K +130 +4%
GC
329
GFG Capital
Florida
$641K +$16.2K +89 +3%
CI
330
Cigna Investments
Connecticut
$597K +$21K +115 +4%
N
331
Natixis
France
$586K -$2.77M -15,185 -83%
HPC
332
HM Payson & Co
Maine
$579K – – –
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$578K +$578K +3,166 New
IFWM
334
Institute for Wealth Management
Colorado
$574K -$21.4K -117 -4%
CCMINC
335
Cardinal Capital Management Inc (North Carolina)
North Carolina
$561K +$137K +750 +32%
KeyBank National Association
336
KeyBank National Association
Ohio
$557K -$68.6K -376 -11%
TA
337
Tectonic Advisors
Texas
$548K -$87.5K -479 -14%
CRC
338
Curi RMB Capital
Illinois
$548K – – –
EI
339
Ethic Inc
New York
$546K +$123K +675 +29%
CANY
340
Caxton Associates (New York)
New York
$545K +$545K +2,987 New
M&T Bank
341
M&T Bank
New York
$542K -$107K -584 -16%
RJT
342
Raymond James Trust
Florida
$541K +$27.7K +152 +5%
IRF
343
IBM Retirement Fund
New York
$534K -$50.2K -275 -9%
SCA
344
Summit Creek Advisors
Minnesota
$531K +$272K +1,489 +105%
RFC
345
Regions Financial Corp
Alabama
$528K -$17K -93 -3%
Creative Planning
346
Creative Planning
Kansas
$525K +$113K +621 +28%
Mirae Asset Global Investments
347
Mirae Asset Global Investments
South Korea
$522K -$17.5K -96 -3%
CF
348
Copperwynd Financial
Arizona
$521K +$3.65K +20 +0.7%
Group One Trading
349
Group One Trading
Illinois
$493K +$493K +2,700 New
VIA
350
Vident Investment Advisory
Georgia
$490K -$62.5K -342 -11%
12 13
14
15 16