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449 hedge funds and large institutions have $14B invested in Gartner in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

3% more funds holding

Funds holding: 437449 (+12)

3% more capital invested

Capital invested by funds: $13.6B → $14B (+$395M)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

3.36% less ownership

Funds ownership: 100.41%97.05% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
53
Increased
153
Reduced
156
Closed
37
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.26M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
351
Victory Capital Management
Texas
$207K -$4.07K -26 -2%
POIA
352
Pin Oak Investment Advisors
Texas
$207K +$156 +1 +0.1%
NFG
353
NewFocus Financial Group
Washington
$202K +$196K +1,253 New
MERSOM
354
Municipal Employees' Retirement System of Michigan
Michigan
$200K +$3.13K +20 +2%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$193K
LS
356
Livforsakringsbolaget Skandia
Sweden
$193K +$62.5K +400 +50%
FPS
357
Fieldpoint Private Securities
Connecticut
$192K +$187K +1,195 New
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$184K -$208K -1,332 -54%
WT
359
Whittier Trust
California
$169K
RCAG
360
Rehmann Capital Advisory Group
Michigan
$155K +$156 +1 +0.1%
CFGS
361
Concourse Financial Group Securities
Alabama
$150K +$24.4K +156 +20%
HAG
362
HighPoint Advisor Group
Illinois
$141K +$132K +844 New
TIM
363
Tortoise Investment Management
New York
$132K
PCP
364
Proficio Capital Partners
Massachusetts
$127K +$2.03K +13 +2%
ASN
365
Advisory Services Network
Georgia
$127K +$61K +390 +98%
TSW
366
Thompson Siegel & Walmsley
Virginia
$124K
FMT
367
First Mercantile Trust
Tennessee
$120K -$129K -825 -52%
GWM
368
Geneos Wealth Management
Colorado
$113K -$5.16K -33 -4%
WTC
369
WhitTier Trust Company
Nevada
$102K
HL
370
Harding Loevner
New Jersey
$83K
PHK
371
Point72 Hong Kong
Hong Kong
$76K +$73.7K +471 New
TAM
372
Tiverton Asset Management
Delaware
$74K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$71K
ST
374
Smithfield Trust
Pennsylvania
$69K
FHA
375
First Horizon Advisors
Tennessee
$60K +$59.1K +378 New