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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
351
Investment Management Corp of Ontario (IMCO)
Canada
$1.85M +$225K +500 +14%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$1.85M +$650K +1,447 +54%
EF
353
Empowered Funds
Pennsylvania
$1.81M +$212K +473 +13%
AIP
354
Ameritas Investment Partners
Nebraska
$1.8M -$22K -49 -1%
CG
355
Cynosure Group
Utah
$1.8M +$1.49M +3,320 +481%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$1.77M – – –
MGWM
357
Marks Group Wealth Management
Minnesota
$1.76M +$5.84K +13 +0.3%
NA
358
NewEdge Advisors
Louisiana
$1.75M -$1.03M -2,287 -37%
IGAM
359
iA Global Asset Management
Quebec, Canada
$1.73M +$517K +1,151 +43%
IIM
360
INTECH Investment Management
Florida
$1.7M -$458K -1,019 -21%
WF
361
Welch & Forbes
Massachusetts
$1.66M -$817K -1,823 -33%
CRC
362
Curi RMB Capital
Illinois
$1.64M -$3.59K -8 -0.2%
GC
363
Guggenheim Capital
Illinois
$1.62M -$97K -216 -6%
CCMINC
364
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.6M +$30.1K +67 +2%
MGP
365
Metis Global Partners
California
$1.58M +$6.74K +15 +0.4%
FT
366
Fiduciary Trust
Massachusetts
$1.58M -$29.6K -66 -2%
EP
367
Edgestream Partners
New Jersey
$1.56M -$2.34M -5,211 -60%
RSWM
368
Robertson Stephens Wealth Management
California
$1.54M +$1,000K +2,226 +185%
LA
369
LBP AM
France
$1.53M +$967K +2,153 +172%
MFAM
370
Motley Fool Asset Management
Virginia
$1.52M +$339K +768 +29%
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
$1.51M +$830K +1,848 +122%
SO
372
STRS Ohio
Ohio
$1.51M +$90.7K +202 +6%
BFG
373
Bleakley Financial Group
New Jersey
$1.5M +$53.4K +119 +4%
SW
374
Simplicity Wealth
New Jersey
$1.5M +$55.2K +123 +4%
BA
375
Bridgewater Associates
Connecticut
$1.5M +$1.5M +3,342 New
13 14
15
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