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Gartner
IT

Overview Fund Activity

686 hedge funds and large institutions have $17.6B invested in Gartner in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 255 increasing their positions, 266 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-17
Holders Change %
-2.42%
% of All Funds
11.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
75
Increased
255
Reduced
266
Closed
79
Calls
$61.6M
Puts
$82.4M
Net Calls
-$20.7M
Net Calls Change
-$43.2M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$233M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$299M
3
Morgan Stanley
3
Morgan Stanley
New York
$158M
4
Citadel Advisors
4
Citadel Advisors
Florida
$153M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$126M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$1.43B
3
Polen Capital Management
3
Polen Capital Management
Florida
$724M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$451M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
351
Kestra Advisory Services
Texas
$978K +$100K +414 +11%
MWM
352
MorganRosel Wealth Management
Colorado
$972K +$209K +863 +27%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$971K +$187K +774 +24%
Macquarie Group
354
Macquarie Group
Australia
$966K – – –
AG
355
Algert Global
California
$951K +$951K +3,933 New
EOJOAM
356
E. Ohman J:or Asset Management
Sweden
$943K – – –
SCA
357
Snowden Capital Advisors
New York
$938K -$2.24M -9,264 -70%
PG
358
Pendal Group
Australia
$934K -$702K -2,905 -43%
MIA
359
MainStreet Investment Advisors
Illinois
$898K -$28.3K -117 -3%
VCA
360
Verdence Capital Advisors
Maryland
$894K +$39.2K +162 +5%
CG
361
Colony Group
Massachusetts
$886K -$4.59K -19 -0.5%
Capstone Investment Advisors
362
Capstone Investment Advisors
New York
$884K +$765K +3,164 +646%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$880K -$968 -4 -0.1%
UH
364
Unigestion Holding
Switzerland
$877K +$236K +975 +37%
IC
365
Intersect Capital
California
$869K -$222K -917 -20%
MGWM
366
Marks Group Wealth Management
Minnesota
$867K +$867K +3,583 New
N
367
Natixis
France
$858K -$11.1M -45,993 -93%
FT
368
Fiduciary Trust
Massachusetts
$858K – – –
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$858K +$315K +1,303 +58%
CNC
370
Canandaigua National Corp
New York
$853K -$309K -1,278 -27%
SSWM
371
Smith Salley Wealth Management
North Carolina
$813K +$29.3K +121 +4%
PA
372
PFG Advisors
Arizona
$799K +$266K +1,100 +50%
Cetera Investment Advisers
373
Cetera Investment Advisers
Illinois
$797K +$252K +1,044 +46%
CRC
374
Curi RMB Capital
Illinois
$787K +$61.2K +253 +8%
WI
375
Wintrust Investments
Illinois
$785K -$138K -570 -15%
13 14
15
16 17