IT icon

Gartner
IT

Overview Fund Activity

762 hedge funds and large institutions have $26.1B invested in Gartner in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 234 increasing their positions, 302 reducing their positions, and 42 closing their positions.

Holders
762
Holders Change
+72
Holders Change %
+10.43%
% of All Funds
12.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
127
Increased
234
Reduced
302
Closed
42
Calls
$153M
Puts
$57.7M
Net Calls
+$95.7M
Net Calls Change
+$140M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$907M
4
AIM
4
Artemis Investment Management
United Kingdom
$105M
5
Bank of America
5
Bank of America
North Carolina
$301M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$119M
2
GKIM
2
GW&K Investment Management
Massachusetts
$204K
3
BAMCO Inc
3
BAMCO Inc
New York
$1.65B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$4.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
351
Algert Global
California
$1.47M 4,370 +220 +5%
Macquarie Group
352
Macquarie Group
Australia
$1.45M 4,321 – –
AIP
353
Ameritas Investment Partners
Nebraska
$1.4M 4,173 – –
AFA
354
Abacus FCF Advisors
Florida
$1.38M 4,112 -90 -2%
AIC
355
Aurora Investment Counsel
Georgia
$1.36M 4,055 +335 +9%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$1.36M 4,035 -1,019 -20%
E
357
Ergoteles
New York
$1.35M 4,013 +280 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
358
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.34M 3,987 -7,700 -66%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$1.34M 3,977 +187 +5%
MCIA
360
Mountain Capital Investment Advisors
Colorado
$1.33M 4,020 +438 +12%
SCA
361
Snowden Capital Advisors
New York
$1.33M 3,962 +155 +4%
PFO
362
Pathstone Family Office
New Jersey
$1.32M 5,144 +1,622 +46%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$1.26M 3,750 -400 -10%
FT
364
Fiduciary Trust
Massachusetts
$1.21M 3,598 – –
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$1.21M 3,596 +896 +33%
CAN
366
Cetera Advisor Networks
California
$1.21M 3,585 +1,851 +107%
MGWM
367
Marks Group Wealth Management
Minnesota
$1.2M 3,573 -67 -2%
SIA
368
Schechter Investment Advisors
Michigan
$1.19M 3,541 +174 +5%
EP
369
Edgestream Partners
New Jersey
$1.19M 3,538 +3,538 New
BFG
370
Bleakley Financial Group
New Jersey
$1.18M 3,510 +3,510 New
TI
371
Tidal Investments
Wisconsin
$1.18M 3,501 +178 +5%
SSWM
372
Smith Salley Wealth Management
North Carolina
$1.17M 3,488 -27 -0.8%
SWS
373
SYSTM Wealth Solutions
Illinois
$1.15M 3,423 +3,423 New
API
374
Advisor Partners II
California
$1.14M 3,405 +567 +20%
EOJOAM
375
E. Ohman J:or Asset Management
Sweden
$1.14M 3,400 – –
13 14
15
16 17