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Gartner
IT

Overview Fund Activity

435 hedge funds and large institutions have $13.6B invested in Gartner in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
-21
Holders Change %
-4.61%
% of All Funds
9.43%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
49
Increased
147
Reduced
157
Closed
69
Calls
$15.2M
Puts
$19.6M
Net Calls
-$4.33M
Net Calls Change
-$26.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$335M
2
Ameriprise
2
Ameriprise
Minnesota
$117M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$166M
4
Polen Capital Management
4
Polen Capital Management
Florida
$728M
5
Deutsche Bank
5
Deutsche Bank
Germany
$64.1M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$164M
2
TCIM
2
TIAA CREF Investment Management
New York
$35.2M
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$660M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$113K -$22.7K -149 -17%
GWM
352
Geneos Wealth Management
Colorado
$112K +$106K +700 +1,707%
WTC
353
WhitTier Trust Company
Nevada
$96K – – –
HL
354
Harding Loevner
New Jersey
$78K – – –
CGT
355
Capital Guardian Trust
California
$77K +$77K +505 New
AAM
356
Advisors Asset Management
Colorado
$75K -$101K -671 -57%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$71K +$31K +128 +78%
TAM
358
Tiverton Asset Management
Delaware
$69K +$4.98K +33 +8%
PCG
359
Private Capital Group
Connecticut
$64K – – –
ST
360
Smithfield Trust
Pennsylvania
$64K +$28.6K +190 +81%
ASN
361
Advisory Services Network
Georgia
$60K – – –
FAM
362
Fred Alger Management
New York
$53K -$14.2K -93 -21%
SF
363
Synovus Financial
Georgia
$50K -$6.04K -40 -11%
FPFS
364
First Personal Financial Services
North Carolina
$44K – – –
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$42K +$42K +280 New
GLI
366
Guardian Life Insurance
New York
$39K – – –
APA
367
American Portfolios Advisors
New York
$37.9K – – –
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$33K +$7.6K +50 +30%
AC
369
Avestar Capital
New York
$31K +$28.3K +197 +1,037%
CFA
370
Carroll Financial Associates
North Carolina
$29K – – –
RFA
371
Reilly Financial Advisors
California
$27K – – –
CBOA
372
Commonwealth Bank of Australia
Australia
$26K – – –
CIA
373
CSat Investment Advisory
Michigan
$25K +$2.78K +18 +13%
EWM
374
Executive Wealth Management
Michigan
$24K – – –
GAM
375
Gemmer Asset Management
California
$24K – – –
13 14
15
16 17