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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$2.34M +$43.1K +96 +2%
OQS
327
Occudo Quantitative Strategies
Florida
$2.33M +$2.33M +5,196 New
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$2.32M -$5.77M -12,980 -71%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$2.29M -$22.9K -51 -1%
HIMCH
330
Hartford Investment Management Co (HIMCO)
Connecticut
$2.23M -$27.8K -62 -1%
AIM
331
Aurora Investment Managers
Florida
$2.19M -$91.6K -204 -4%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$2.19M +$145K +293 +7%
RJFSA
333
Raymond James Financial Services Advisors
Florida
$2.17M +$148K +330 +7%
PA
334
Paralel Advisors
Colorado
$2.15M -$488K -1,086 -18%
CGH
335
Crossmark Global Holdings
Texas
$2.11M -$2.96M -6,590 -58%
SSWM
336
Smith Salley Wealth Management
North Carolina
$2.09M +$232K +517 +13%
IC
337
IEQ Capital
California
$2.07M +$223K +496 +12%
TPM
338
Triasima Portfolio Management
Quebec, Canada
$2.07M -$186K -414 -8%
SIC
339
Salem Investment Counselors
North Carolina
$2.07M +$106K +235 +5%
CWM
340
Connecticut Wealth Management
Connecticut
$2.06M +$2.06M +4,578 New
SAM
341
Securian Asset Management
Minnesota
$2.02M -$44.9K -100 -2%
AWAU
342
Alliance Wealth Advisors (Utah)
Utah
$2.02M +$25.1K +56 +1%
KAS
343
Kestra Advisory Services
Texas
$2.01M +$40.9K +91 +2%
KCM
344
Kendall Capital Management
Maryland
$2M +$358K +797 +22%
SBIA
345
Sheaff Brock Investment Advisors
Indiana
$1.98M -$175K -390 -8%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.98M -$44.9K -100 -2%
ET
347
Entropy Technologies
New York
$1.96M +$824K +1,835 +73%
PAM
348
Panagora Asset Management
Massachusetts
$1.94M -$11.7K -26 -0.6%
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$1.94M -$371K -826 -16%
AI
350
AXS Investments
New York
$1.88M -$86.2K -192 -4%
12 13
14
15 16