IT icon

Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
LA
351
LBP AM
France
$2.06M 4,560 -2,113 -32%
Walleye Trading
352
Walleye Trading
New York
$2.04M 4,530 +3,996 +748%
AI
353
AXS Investments
New York
$2.04M 4,518 +2,835 +168%
CAM
354
Cresset Asset Management
Illinois
$2.04M 4,517 -87 -2%
MCM
355
Moore Capital Management
New York
$2.03M 4,508 +4,508 New
Commonwealth Equity Services
356
Commonwealth Equity Services
Massachusetts
$2.01M 4,449 -922 -17%
SSWM
357
Smith Salley Wealth Management
North Carolina
$1.99M 4,402 +696 +19%
PAM
358
Panagora Asset Management
Massachusetts
$1.98M 4,393 -57,167 -93%
SIC
359
Salem Investment Counselors
North Carolina
$1.98M 4,380 +90 +2%
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$1.94M 4,311 -10 -0.2%
RJFSA
361
Raymond James Financial Services Advisors
Florida
$1.93M 4,269 +1,486 +53%
GC
362
Guggenheim Capital
Illinois
$1.88M 4,162 +2,624 +171%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$1.87M 4,150 – –
AIP
364
Ameritas Investment Partners
Nebraska
$1.83M 4,066 -44 -1%
Cerity Partners
365
Cerity Partners
New York
$1.82M 4,029 +1,014 +34%
SWS
366
SYSTM Wealth Solutions
Illinois
$1.79M 3,971 +1,131 +40%
IC
367
IEQ Capital
California
$1.77M 3,920 +384 +11%
MGWM
368
Marks Group Wealth Management
Minnesota
$1.75M 3,886 +44 +1%
PAS
369
Park Avenue Securities
New York
$1.6M 3,553 +370 +12%
FT
370
Fiduciary Trust
Massachusetts
$1.6M 3,553 -31 -0.9%
AWS
371
Atria Wealth Solutions
New York
$1.6M 3,543 +854 +32%
MGP
372
Metis Global Partners
California
$1.6M 3,542 -133 -4%
NRD
373
Nebula Research & Development
New York
$1.6M 3,536 +3,536 New
BBA
374
Baader Bank Aktiengesellschaft
Germany
$1.59M 3,530 -2 -0.1%
PS
375
Pensionfund Sabic
Netherlands
$1.58M 3,500 – –
13 14
15
16 17