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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$2.64M – – –
WF
327
Welch & Forbes
Massachusetts
$2.64M -$405K -849 -13%
MP
328
McDonald Partners
Ohio
$2.63M -$4.77K -10 -0.2%
CA
329
Cetera Advisors
Colorado
$2.59M +$1.16M +2,428 +81%
CAM
330
Cresset Asset Management
Illinois
$2.58M +$422K +886 +20%
AFS
331
Aft Forsyth & Sober
Florida
$2.5M – – –
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$2.46M +$335K +703 +16%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$2.45M -$47.7K -100 -2%
US Bancorp
334
US Bancorp
Minnesota
$2.44M +$15.3K +32 +0.6%
AIM
335
Aurora Investment Managers
Florida
$2.42M -$887K -1,861 -27%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$2.4M -$102K -214 -4%
TPM
337
Triasima Portfolio Management
Quebec, Canada
$2.4M -$412K -864 -15%
CCP
338
Cunning Capital Partners
North Carolina
$2.35M – – –
SBIA
339
Sheaff Brock Investment Advisors
Indiana
$2.29M -$47.7K -100 -2%
IIM
340
INTECH Investment Management
Florida
$2.29M -$520K -1,091 -19%
Connor, Clark & Lunn Investment Management (CC&L)
341
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.21M +$2.21M +4,635 New
SAM
342
Securian Asset Management
Minnesota
$2.2M -$145K -305 -6%
IWA
343
Icon Wealth Advisors
Texas
$2.18M -$32.4K -68 -1%
PP
344
PDT Partners
New York
$2.16M +$2.16M +4,537 New
Credit Agricole
345
Credit Agricole
France
$2.15M +$1.16M +2,584 +117%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$2.15M -$95.3K -200 -4%
RJFSA
347
Raymond James Financial Services Advisors
Florida
$2.14M +$107K +225 +5%
FA
348
FDx Advisors
Illinois
$2.12M -$1.38M -2,894 -39%
AWAU
349
Alliance Wealth Advisors (Utah)
Utah
$2.11M +$57.7K +121 +3%
AI
350
AXS Investments
New York
$2.09M -$65.8K -138 -3%
12 13
14
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