IT icon

Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$219M
2
Citadel Advisors
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.1B
2
GIM
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$737M
5
JCM
Junto Capital Management
New York
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
351
HM Payson & Co
Maine
$768K – – –
IP
352
Intellectus Partners
California
$750K -$268K -1,108 -26%
CF
353
Copperwynd Financial
Arizona
$750K +$59.3K +245 +9%
CRC
354
Curi RMB Capital
Illinois
$727K – – –
Cetera Investment Advisers
355
Cetera Investment Advisers
Illinois
$711K +$440K +1,814 +162%
AWM
356
Avior Wealth Management
Nebraska
$708K +$686K +2,837 +3,188%
Verition Fund Management
357
Verition Fund Management
Connecticut
$693K -$1.08M -4,450 -61%
TI
358
Trexquant Investment
Connecticut
$693K -$729K -3,009 -51%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$692K +$692K +2,857 New
RFC
360
Regions Financial Corp
Alabama
$690K -$10.7K -44 -2%
HI
361
Horizon Investments
North Carolina
$685K -$404K -1,667 -37%
SSWM
362
Smith Salley Wealth Management
North Carolina
$676K +$76.3K +315 +13%
PCS
363
Personal CFO Solutions
New Jersey
$675K -$464K -1,916 -41%
CANY
364
Caxton Associates (New York)
New York
$668K -$55.5K -229 -8%
VPIM
365
Vanguard Personalized Indexing Management
California
$661K +$243K +1,002 +58%
M&T Bank
366
M&T Bank
New York
$654K -$66K -272 -9%
CI
367
Cigna Investments
Connecticut
$653K -$139K -575 -18%
GC
368
GFG Capital
Florida
$646K -$205K -845 -24%
PWM
369
Perigon Wealth Management
California
$645K +$1.94K +8 +0.3%
CAM
370
Cresset Asset Management
Illinois
$637K +$2.91K +12 +0.5%
CB
371
Commerce Bank
Missouri
$631K +$14K +58 +2%
YMRC
372
Yorktown Management & Research Company
Virginia
$630K – – –
OAM
373
Origin Asset Management
United Kingdom
$630K +$630K +2,600 New
Franklin Resources
374
Franklin Resources
California
$611K +$106K +439 +21%
OTPPB
375
Ontario Teachers' Pension Plan Board
Ontario, Canada
$609K +$8.72K +36 +1%
13 14
15
16 17