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Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
326
Shelton Capital Management
Colorado
$2.6M 5,761 +2,253 +64%
VPIM
327
Vanguard Personalized Indexing Management
California
$2.58M 5,724 -689 -11%
MG
328
Markel Group
Virginia
$2.57M 5,700 – –
MP
329
McDonald Partners
Ohio
$2.5M 5,535 – –
QIM
330
Quantitative Investment Management
Virginia
$2.45M 5,420 +5,420 New
AWA
331
Arete Wealth Advisors
Illinois
$2.39M 5,296 -9 -0.2%
HIMCH
332
Hartford Investment Management Co (HIMCO)
Connecticut
$2.37M 5,252 -120 -2%
AFS
333
Aft Forsyth & Sober
Florida
$2.37M 5,250 – –
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$2.37M 5,246 -258 -5%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$2.35M 5,211 +15 +0.3%
NA
336
NewEdge Advisors
Louisiana
$2.34M 5,076 +2,221 +78%
CS
337
Candriam SCA
Luxembourg
$2.32M 5,138 -36 -0.7%
US Bancorp
338
US Bancorp
Minnesota
$2.3M 5,090 +260 +5%
CCP
339
Cunning Capital Partners
North Carolina
$2.23M 4,935 – –
RFG
340
Range Financial Group
Oregon
$2.22M 4,931 +121 +3%
SAM
341
Securian Asset Management
Minnesota
$2.22M 4,911 -750 -13%
SBIA
342
Sheaff Brock Investment Advisors
Indiana
$2.21M 4,900 +22 +0.5%
HCMT
343
Highland Capital Management (Tennessee)
Tennessee
$2.19M 4,859 -18 -0.4%
CGH
344
Crossmark Global Holdings
Texas
$2.13M 4,722 -1 -0%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$2.12M 4,700 -200 -4%
KeyBank National Association
346
KeyBank National Association
Ohio
$2.1M 4,663 +1,857 +66%
KAS
347
Kestra Advisory Services
Texas
$2.09M 4,643 +240 +5%
IWA
348
Icon Wealth Advisors
Texas
$2.09M 4,639 +4,639 New
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$2.09M 4,624 +1,551 +50%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$2.07M 4,589 -427 -9%
12 13
14
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