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Gartner
IT

Overview Fund Activity

407 hedge funds and large institutions have $10.9B invested in Gartner in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
10.16%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
39
Increased
157
Reduced
136
Closed
35
Calls
$2.76M
Puts
$7.05M
Net Calls
-$4.29M
Net Calls Change
-$3.95M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$105M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$113M
3
Wells Fargo
3
Wells Fargo
California
$129M
4
Select Equity Group
4
Select Equity Group
New York
$547M
5
BlackRock
5
BlackRock
New York
$819M

Top Sellers

1
SC
1
Sculptor Capital
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.45M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$108M
4
Millennium Management
4
Millennium Management
New York
$42.4M
5
SC
5
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Korea Investment Corp
351
Korea Investment Corp
South Korea
$94K – – –
PCP
352
Proficio Capital Partners
Massachusetts
$90K +$1.12K +9 +1%
OMCS
353
Old Mutual Customised Solutions
South Africa
$87K – – –
MWM
354
MinichMacGregor Wealth Management
New York
$87K – – –
SLF
355
Sun Life Financial
Ontario, Canada
$83K +$746 +6 +0.9%
WTC
356
WhitTier Trust Company
Nevada
$78K – – –
HL
357
Harding Loevner
New Jersey
$56K – – –
WT
358
Whittier Trust
California
$54K – – –
AIL
359
AGF Investments LLC
Ontario, Canada
$42K -$2.47K -20 -6%
GBT
360
Grove Bank & Trust
Florida
$38K +$38K +303 New
CPIG
361
Chicago Partners Investment Group
Illinois
$36K +$36K +290 New
ASN
362
Advisory Services Network
Georgia
$30K -$92.1K -731 -75%
CAW
363
Cornerstone Advisors (Washington)
Washington
$28K -$10.4K -84 -27%
TRCT
364
Tower Research Capital (TRC)
New York
$28K +$11K +89 +65%
GLI
365
Guardian Life Insurance
New York
$25K – – –
ST
366
Smithfield Trust
Pennsylvania
$23K – – –
GAM
367
Gemmer Asset Management
California
$23K – – –
LNB
368
Ledyard National Bank
$20K – – –
GWM
369
Geneos Wealth Management
Colorado
$20K – – –
FHA
370
First Horizon Advisors
Tennessee
$19K – – –
QCG
371
Quadrant Capital Group
Ohio
$19K – – –
WB
372
Webster Bank
Connecticut
$19K – – –
CCM
373
Covington Capital Management
California
$18K +$18K +145 New
LF
374
Lee Financial
Texas
$17K – – –
SIAS
375
Shine Investment Advisory Services
Colorado
$15K – – –
13 14
15
16 17