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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
$3.27B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
4
Millennium Management
Millennium Management
New York
$144M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$805M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$21.7M
2
Polen Capital Management
Polen Capital Management
Florida
$437M
3
SGA
Sustainable Growth Advisers
Connecticut
$259M
4
FPP
Findlay Park Partners
United Kingdom
$261M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Paralel Advisors
Colorado
$2.55M +$233K +480 +10%
SSWM
352
Smith Salley Wealth Management
North Carolina
$2.54M +$179K +370 +8%
AFS
353
Aft Forsyth & Sober
Florida
$2.54M – – –
MP
354
McDonald Partners
Ohio
$2.53M -$60.6K -125 -2%
AWA
355
Arete Wealth Advisors
Illinois
$2.52M -$48.5K -100 -2%
TAMH
356
Taikang Asset Management (HK)
Hong Kong
$2.49M -$690K -1,424 -22%
SIC
357
Salem Investment Counselors
North Carolina
$2.48M +$275K +568 +12%
AIM
358
Aigen Investment Management
New York
$2.48M +$2.29M +4,719 +1,159%
JSSH
359
J. Safra Sarasin Holding
$2.45M +$2.45M +5,058 New
GH
360
GAM Holding
Switzerland
$2.45M -$151K -312 -6%
DILIC
361
Dai-ichi Life Insurance Company
Japan
$2.36M -$388K -800 -14%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$2.31M -$44.6K -92 -2%
KeyBank National Association
363
KeyBank National Association
Ohio
$2.28M -$353K -728 -13%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$2.27M -$199K -410 -8%
AG
365
Algert Global
California
$2.26M +$2.26M +4,663 New
WP
366
Woodline Partners
California
$2.25M +$2.25M +4,647 New
QP
367
Quartz Partners
New York
$2.24M +$170K +350 +8%
Walleye Capital
368
Walleye Capital
New York
$2.23M +$1.72M +3,560 +338%
CWM
369
Connecticut Wealth Management
Connecticut
$2.23M +$12.6K +26 +0.6%
BF
370
BOK Financial
Oklahoma
$2.19M +$651K +1,332 +42%
AIM
371
Aurora Investment Managers
Florida
$2.18M -$60.6K -125 -3%
PAM
372
Panagora Asset Management
Massachusetts
$2.18M +$79K +163 +4%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$2.16M +$60.1K +124 +3%
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$2.15M -$2.42K -5 -0.1%
IGAM
375
iA Global Asset Management
Quebec, Canada
$2.13M +$201K +415 +10%
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