IT icon

Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
+$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$56.7M
3
ACM
Atlanta Capital Management
Georgia
+$43.7M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$50.9M
4
Goldman Sachs
Goldman Sachs
New York
-$44.2M
5
GIM
Generation Investment Management
United Kingdom
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
351
Advisor Partners
California
$379K +$15.4K +96 +4%
American Century Companies
352
American Century Companies
Missouri
$373K +$373K +2,329 New
CCMINC
353
Cardinal Capital Management Inc (North Carolina)
North Carolina
$372K +$43.9K +274 +13%
EI
354
Ethic Inc
New York
$371K -$7.69K -48 -2%
CB
355
Commerce Bank
Missouri
$368K -$19.7K -123 -5%
COI
356
Connable Office Inc
Michigan
$364K – – –
DT
357
Diversified Trust
Tennessee
$363K +$73.4K +459 +25%
Creative Planning
358
Creative Planning
Kansas
$361K +$87.6K +547 +32%
LIA
359
LS Investment Advisors
Michigan
$359K -$32.7K -204 -8%
CC
360
Chicago Capital
Illinois
$352K – – –
OAM
361
Optimal Asset Management
California
$337K – – –
KMWM
362
Keudell/Morrison Wealth Management
Oregon
$336K -$1.76K -11 -0.5%
NPF
363
Norris Perne & French
Michigan
$336K – – –
SFS
364
Sowell Financial Services
Arkansas
$333K +$46.9K +293 +16%
TRCT
365
Tower Research Capital (TRC)
New York
$325K -$637K -3,981 -66%
US Bancorp
366
US Bancorp
Minnesota
$325K -$25.3K -158 -7%
FPW
367
Flagship Private Wealth
Massachusetts
$323K +$323K +2,128 New
RIM
368
Redpoint Investment Management
Australia
$322K – – –
RJFSA
369
Raymond James Financial Services Advisors
Florida
$318K +$318K +1,983 New
RCA
370
Rowland Carmichael Advisors
Arizona
$315K – – –
SBH
371
Segall Bryant & Hamill
Illinois
$313K -$24.9K -155 -7%
AA
372
ALPS Advisors
Colorado
$313K -$9.62K -60 -3%
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$312K +$40.6K +254 +15%
Arrowstreet Capital
374
Arrowstreet Capital
Massachusetts
$309K -$555K -3,469 -64%
Franklin Resources
375
Franklin Resources
California
$308K -$9.29K -58 -3%
13 14
15
16 17