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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
ARC
351
Advisor Resource Council
Texas
$1.16M 3,821 -2,289 -37%
VAS
352
Vestmark Advisory Solutions
Massachusetts
$1.16M 3,811 -182 -5%
MCIA
353
Mountain Capital Investment Advisors
Colorado
$1.16M 3,808 -1 -0%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$1.16M 3,804 -116 -3%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$1.14M 3,758 -32 -0.8%
SCA
356
Summit Creek Advisors
Minnesota
$1.12M 3,699 +1,590 +75%
M&T Bank
357
M&T Bank
New York
$1.12M 3,681 +985 +37%
RA
358
RiverTree Advisors
Florida
$1.11M 3,646 +3,646 New
EMG
359
ETF Managers Group
New Jersey
$1.1M 3,564 +274 +8%
GBT
360
Grove Bank & Trust
Florida
$1.1M 3,605 -207 -5%
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$1.09M 3,588 -109 -3%
BS
362
Banco Santander
Spain
$1.05M 3,463 +2,075 +149%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$1.04M 3,428 +3,315 +2,934%
BU
364
BBVA USA
Alabama
$1.03M 3,377 -403 -11%
CA
365
Cornerstone Advisory
Maryland
$1.02M 3,355 -287 -8%
SWA
366
Stratos Wealth Advisors
Ohio
$1.01M 3,335 -619 -16%
WI
367
WrapManager Inc
California
$1M 3,299 +49 +2%
PAG
368
Private Advisory Group
Washington
$997K 3,280 +52 +2%
CF
369
Copperwynd Financial
Arizona
$996K 3,279 +181 +6%
SWP
370
Stratos Wealth Partners
Ohio
$978K 3,218 +3,218 New
CAM
371
Cresset Asset Management
Illinois
$950K 3,126 +498 +19%
HPC
372
HM Payson & Co
Maine
$943K 3,103 -67 -2%
IP
373
Intellectus Partners
California
$941K 3,096 – –
SSWM
374
Smith Salley Wealth Management
North Carolina
$931K 3,065 +274 +10%
AC
375
Allstate Corporation
Illinois
$927K 3,052 -385 -11%
13 14
15
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