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Gartner
IT

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$613M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$631M
3
Polen Capital Management
Polen Capital Management
Florida
$742M
4
ACM
Atlanta Capital Management
Georgia
$363M
5
MCM
Melvin Capital Management
New York
$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$306M
2
WRF
Waddell & Reed Financial
Kansas
$31.3M
3
DCP
Durable Capital Partners
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$4.88M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
351
Evelyn V. Moreno
$218K +$218K +1,800 New
PA
352
Procyon Advisors
Connecticut
$217K – – –
CCMINC
353
Cardinal Capital Management Inc (North Carolina)
North Carolina
$216K -$73.3K -607 -25%
BCM
354
Buckhead Capital Management
Georgia
$215K +$215K +1,775 New
Walleye Trading
355
Walleye Trading
New York
$212K +$212K +1,744 New
OCM
356
One Capital Management
California
$211K +$211K +1,737 New
V
357
Veritable
Delaware
$207K +$207K +1,705 New
CF
358
Copperwynd Financial
Arizona
$207K +$207K +1,707 New
FQ
359
First Quadrant
California
$205K +$205K +1,687 New
MGWM
360
Marks Group Wealth Management
Minnesota
$204K -$1.59M -13,123 -89%
ARTA
361
A.R.T. Advisors
New York
$203K +$203K +1,670 New
TRCT
362
Tower Research Capital (TRC)
New York
$182K +$28.4K +234 +19%
Schroder Investment Management Group
363
Schroder Investment Management Group
United Kingdom
$173K – – –
MIFH
364
Migdal Insurance & Financial Holdings
Israel
$143K -$10.2K -84 -7%
POIA
365
Pin Oak Investment Advisors
Texas
$143K – – –
RIM
366
Rampart Investment Management
Connecticut
$137K +$48.5K +400 +55%
WT
367
Whittier Trust
California
$131K -$726 -6 -0.6%
SAM
368
Shell Asset Management
Netherlands
$130K -$329K -2,712 -72%
LS
369
Livforsakringsbolaget Skandia
Sweden
$109K – – –
TIM
370
Tortoise Investment Management
New York
$100K – – –
Macquarie Group
371
Macquarie Group
Australia
$97K – – –
CIA
372
CSat Investment Advisory
Michigan
$95K +$973 +8 +1%
RWB
373
RMR Wealth Builders
New Jersey
$88K +$88K +726 New
CCA
374
Column Capital Advisors
Indiana
$84K +$2.18K +18 +3%
GWM
375
Geneos Wealth Management
Colorado
$83K – – –
13 14
15
16 17