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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
351
Kestra Advisory Services
Texas
$2.09M -$126K -264 -6%
SIC
352
Salem Investment Counselors
North Carolina
$2.08M -$4.77K -10 -0.2%
PAM
353
Panagora Asset Management
Massachusetts
$2.08M -$18.1K -38 -0.9%
SWS
354
SYSTM Wealth Solutions
Illinois
$2.03M +$137K +287 +7%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$1.97M -$244K -510 -11%
SSWM
356
Smith Salley Wealth Management
North Carolina
$1.97M -$130K -273 -6%
IC
357
IEQ Capital
California
$1.96M +$95.3K +200 +5%
AIP
358
Ameritas Investment Partners
Nebraska
$1.94M – – –
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$1.88M -$95.3K -200 -5%
MGWM
360
Marks Group Wealth Management
Minnesota
$1.87M +$14.3K +30 +0.8%
GC
361
Guggenheim Capital
Illinois
$1.82M -$163K -341 -8%
YIH
362
Y-Intercept (HK)
Hong Kong
$1.8M +$1.8M +3,778 New
CSS
363
Cubist Systematic Strategies
Connecticut
$1.79M +$687K +1,442 +62%
GH
364
GAM Holding
Switzerland
$1.77M +$1.77M +3,715 New
KCM
365
Kendall Capital Management
Maryland
$1.75M +$194K +407 +12%
CRC
366
Curi RMB Capital
Illinois
$1.74M +$163K +342 +10%
IMCOOI
367
Investment Management Corp of Ontario (IMCO)
Canada
$1.73M +$453K +950 +36%
FT
368
Fiduciary Trust
Massachusetts
$1.7M +$10.5K +22 +0.6%
NG
369
Norden Group
Utah
$1.7M +$426K +893 +33%
EF
370
Empowered Funds
Pennsylvania
$1.69M +$182K +382 +12%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$1.69M -$1.33M -2,793 -44%
MGP
372
Metis Global Partners
California
$1.68M -$13.3K -28 -0.8%
CCMINC
373
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.67M +$127K +267 +8%
AssetMark Inc
374
AssetMark Inc
California
$1.65M +$305K +640 +23%
RFC
375
Regions Financial Corp
Alabama
$1.62M +$1.19M +2,494 +275%
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