We are live on ! Find out more

496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
OR
351
Olympiad Research
Connecticut
$267K +$271K +2,135 New
KMWM
352
Keudell/Morrison Wealth Management
Oregon
$264K -$21.4K -168 -7%
CAN
353
Cetera Advisor Networks
California
$263K -$40.8K -321 -13%
OAM
354
Optimal Asset Management
California
$263K +$267K +2,103 New
SBH
355
Segall Bryant & Hamill
Illinois
$262K -$3.18K -25 -1%
NPF
356
Norris Perne & French
Michigan
$262K
CICI
357
Capital Investment Counsel Inc
North Carolina
$261K +$24.2K +190 +10%
CCMINC
358
Cardinal Capital Management Inc (North Carolina)
North Carolina
$256K +$33.3K +262 +15%
AA
359
ALPS Advisors
Colorado
$251K -$29.4K -231 -10%
RIM
360
Redpoint Investment Management
Australia
$251K
QI
361
QS Investors
New York
$247K -$3.31K -26 -1%
IG
362
ING Group
Netherlands
$247K +$251K +1,975 New
Franklin Resources
363
Franklin Resources
California
$247K +$252K +1,980 New
RCA
364
Rowland Carmichael Advisors
Arizona
$246K
PC
365
PA Capital
Virginia
$245K -$277K -2,180 -53%
SSWM
366
Smith Salley Wealth Management
North Carolina
$239K +$8.65K +68 +4%
GIA
367
Granite Investment Advisors
New Hampshire
$238K
PGFC
368
Peapack-Gladstone Financial Corp
New Jersey
$238K +$242K +1,905 New
FRM
369
Fox Run Management
Connecticut
$237K +$242K +1,900 New
WAM
370
World Asset Management
Michigan
$235K +$4.2K +33 +2%
VI
371
Vestcor Inc
New Brunswick, Canada
$231K -$6.61K -52 -3%
DT
372
Diversified Trust
Tennessee
$226K +$230K +1,810 New
EVM
373
Evelyn V. Moreno
$225K
SCM
374
Spreng Capital Management
Ohio
$225K
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
$224K -$2.42K -19 -1%