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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GBT
351
Grove Bank & Trust
Florida
$1.28M 3,819 +214 +6%
DA
352
Duality Advisers
Florida
$1.27M 3,798 +3,798 New
CG
353
Colony Group
Massachusetts
$1.26M 3,759 -396 -10%
EMG
354
ETF Managers Group
New Jersey
$1.25M 3,741 +177 +5%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$1.23M 3,685 -119 -3%
FT
356
Fiduciary Trust
Massachusetts
$1.22M 3,652 -220 -6%
VAS
357
Vestmark Advisory Solutions
Massachusetts
$1.19M 3,551 -260 -7%
Thrivent Financial for Lutherans
358
Thrivent Financial for Lutherans
Minnesota
$1.17M 3,503 -85 -2%
BS
359
Banco Santander
Spain
$1.15M 3,426 -37 -1%
JAM
360
Jupiter Asset Management
United Kingdom
$1.14M 3,437 -21,601 -86%
PP
361
PDT Partners
New York
$1.14M 3,400 +2,290 +206%
VPIM
362
Vanguard Personalized Indexing Management
California
$1.14M 3,397 +363 +12%
CA
363
Cornerstone Advisory
Maryland
$1.12M 3,355 – –
CF
364
Copperwynd Financial
Arizona
$1.12M 3,349 +70 +2%
PAG
365
Private Advisor Group
New Jersey
$1.11M 3,326 -1,812 -35%
SWA
366
Stratos Wealth Advisors
Ohio
$1.11M 3,304 -31 -0.9%
SSWM
367
Smith Salley Wealth Management
North Carolina
$1.09M 3,250 +185 +6%
WI
368
WrapManager Inc
California
$1.08M 3,221 -78 -2%
RA
369
RiverTree Advisors
Florida
$1.06M 3,157 -489 -13%
BFM
370
Boothbay Fund Management
New York
$1.05M 3,140 -9,596 -75%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$1.04M 3,116 +3,116 New
HPC
372
HM Payson & Co
Maine
$1.04M 3,103 – –
TI
373
Tidal Investments
Wisconsin
$1.04M 3,101 +963 +45%
LWAC
374
Laurel Wealth Advisors (California)
California
$1.04M 3,102 +3,102 New
AC
375
Allstate Corporation
Illinois
$1.02M 3,052 – –
13 14
15
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