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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$254M
2
Millennium Management
Millennium Management
New York
$177M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
4
CCM
Candlestick Capital Management
Connecticut
$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$960M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$58M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$228M
3
Citadel Advisors
Citadel Advisors
Florida
$3.75M
4
Harris Associates
Harris Associates
Illinois
$2.69M
5
Man Group
Man Group
United Kingdom
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
326
Raymond James Financial Services Advisors
Florida
$1.95M -$711K -2,182 -27%
Nordea Investment Management
327
Nordea Investment Management
Sweden
$1.92M +$60.7K +189 +3%
AIM
328
Aigen Investment Management
New York
$1.92M +$360K +1,104 +23%
WP
329
Woodline Partners
California
$1.91M +$1.91M +5,858 New
Macquarie Group
330
Macquarie Group
Australia
$1.9M +$489K +1,500 +35%
IMCOOI
331
Investment Management Corp of Ontario (IMCO)
Canada
$1.87M +$389K +1,195 +26%
MG
332
Markel Group
Virginia
$1.86M – – –
VPIM
333
Vanguard Personalized Indexing Management
California
$1.82M +$70.4K +216 +4%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$1.79M +$1.3K +4 +0.1%
QCM
335
Quantinno Capital Management
New York
$1.78M -$330K -1,012 -16%
AWA
336
Arete Wealth Advisors
Illinois
$1.76M – – –
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$1.73M +$1.15M +3,519 +195%
TI
338
Tidal Investments
Wisconsin
$1.73M +$585K +1,796 +51%
AFS
339
Aft Forsyth & Sober
Florida
$1.71M – – –
AWAU
340
Alliance Wealth Advisors (Utah)
Utah
$1.7M +$65.8K +202 +4%
MP
341
McDonald Partners
Ohio
$1.7M +$16.3K +50 +1%
VAS
342
Vestmark Advisory Solutions
Massachusetts
$1.68M +$189K +579 +13%
LSERS
343
Louisiana State Employees Retirement System
Louisiana
$1.66M – – –
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$1.63M +$324 +1 +0%
SBIA
345
Sheaff Brock Investment Advisors
Indiana
$1.62M -$12.1K -37 -0.7%
ET
346
Equitable Trust
Tennessee
$1.62M -$205K -628 -11%
SWS
347
SYSTM Wealth Solutions
Illinois
$1.59M +$476K +1,460 +43%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$1.58M +$34.2K +105 +2%
SPIA
349
Steward Partners Investment Advisory
New York
$1.57M -$292K -895 -16%
NB
350
Norinchukin Bank
Japan
$1.56M +$49.8K +153 +3%
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