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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$148M
2
CCM
Candlestick Capital Management
Connecticut
+$61.2M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
JCM
Junto Capital Management
New York
+$32.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.8M

Top Sellers

1
BCM
Bares Capital Management
Texas
-$387M
2
ACM
Atlanta Capital Management
Georgia
-$106M
3
GIM
Generation Investment Management
United Kingdom
-$91.1M
4
MCM
Melvin Capital Management
New York
-$77.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Perigon Wealth Management
California
$485K +$11.1K +61 +2%
CAM
352
Cresset Asset Management
Illinois
$477K +$235K +1,289 +97%
GCP
353
GSA Capital Partners
United Kingdom
$476K +$476K +2,608 New
YMRC
354
Yorktown Management & Research Company
Virginia
$475K – – –
CB
355
Commerce Bank
Missouri
$465K +$46.3K +254 +11%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$458K +$365 +2 +0.1%
SP
357
Symmetry Partners
Connecticut
$457K -$8.22K -45 -2%
HA
358
Harbor Advisors
Florida
$456K – – –
SFS
359
Sowell Financial Services
Arkansas
$453K -$28.7K -124 -6%
SSWM
360
Smith Salley Wealth Management
North Carolina
$452K -$6.39K -35 -1%
OTPPB
361
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452K +$452K +2,478 New
AP
362
Advisor Partners
California
$444K +$12.6K +69 +3%
RG
363
Rikoon Group
New Mexico
$443K – – –
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$439K +$223K +1,225 +103%
MML Investors Services
365
MML Investors Services
Massachusetts
$438K -$26.1K -143 -6%
PG
366
Pendal Group
Australia
$434K -$1.33M -7,298 -75%
Squarepoint
367
Squarepoint
New York
$431K -$456K -2,498 -51%
TCM
368
Teza Capital Management
Illinois
$431K +$431K +2,363 New
COI
369
Connable Office Inc
Michigan
$414K – – –
FC
370
FORA Capital
Florida
$407K -$47.3K -259 -10%
FPW
371
Flagship Private Wealth
Massachusetts
$404K – – –
CC
372
Chicago Capital
Illinois
$402K – – –
IA
373
Inspire Advisors
Idaho
$399K +$315K +1,727 +377%
US Bancorp
374
US Bancorp
Minnesota
$397K +$25.9K +142 +7%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$392K -$91.4K -500 -19%
13 14
15
16 17