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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
Arete Wealth Advisors
Illinois
$2.67M +$6.05K +12 +0.2%
AFS
327
Aft Forsyth & Sober
Florida
$2.66M – – –
US Bancorp
328
US Bancorp
Minnesota
$2.66M +$14.2K +28 +0.5%
AssetMark Inc
329
AssetMark Inc
California
$2.61M +$1.07M +2,118 +70%
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$2.58M -$3.04K -6 -0.1%
NG
331
Norden Group
Utah
$2.56M +$924K +1,824 +57%
UF
332
Univest Financial
Pennsylvania
$2.56M +$2.16M +4,262 +546%
MSU
333
Mizuho Securities USA
New York
$2.53M -$501K -988 -17%
MCM
334
Moore Capital Management
New York
$2.49M +$2.49M +4,904 New
SSWM
335
Smith Salley Wealth Management
North Carolina
$2.47M +$120K +236 +5%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$2.46M -$60.3K -119 -2%
PA
337
Paralel Advisors
Colorado
$2.43M – – –
GC
338
Guggenheim Capital
Illinois
$2.38M +$552K +1,090 +30%
RSWM
339
Robertson Stephens Wealth Management
California
$2.35M +$617K +1,218 +36%
IWA
340
Icon Wealth Advisors
Texas
$2.33M -$73K -144 -3%
CWM
341
Connecticut Wealth Management
Connecticut
$2.32M – – –
TPCW
342
TD Private Client Wealth
New York
$2.32M -$1.07M -2,111 -32%
SIC
343
Salem Investment Counselors
North Carolina
$2.31M -$23.3K -46 -1%
SBIA
344
Sheaff Brock Investment Advisors
Indiana
$2.25M +$12.2K +24 +0.5%
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$2.23M -$44.6K -88 -2%
RIM
346
Rakuten Investment Management
Japan
$2.23M +$544K +1,068 +32%
P
347
&Partners
Tennessee
$2.22M +$1.07M +2,105 +92%
PAM
348
Panagora Asset Management
Massachusetts
$2.2M +$3.55K +7 +0.2%
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$2.18M -$788K -1,554 -27%
SAM
350
Securian Asset Management
Minnesota
$2.18M -$101K -200 -4%
12 13
14
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