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Gartner
IT

Overview Fund Activity

425 hedge funds and large institutions have $10.8B invested in Gartner in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+18
Holders Change %
+4.42%
% of All Funds
9.65%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
63
Increased
154
Reduced
135
Closed
42
Calls
$3.4M
Puts
$8.87M
Net Calls
-$5.47M
Net Calls Change
-$1.18M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$360M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$473M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$606M
4
Select Equity Group
Select Equity Group
New York
$585M
5
ACM
Atlanta Capital Management
Georgia
$271M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
MCM
Moore Capital Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$639K
5
Millennium Management
Millennium Management
New York
$896K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
376
Quadrant Capital Group
Ohio
$19K – – –
WB
377
Webster Bank
Connecticut
$19K – – –
LF
378
Lee Financial
Texas
$17K – – –
SIAS
379
Shine Investment Advisory Services
Colorado
$15K – – –
GT
380
Greenleaf Trust
Michigan
$15K – – –
CBOA
381
Commonwealth Bank of Australia
Australia
$15K +$3.1K +26 +26%
FPFS
382
First Personal Financial Services
North Carolina
$15K +$15K +122 New
WEC
383
Winslow Evans & Crocker
Massachusetts
$13.7K – – –
GEA
384
Glen Eagle Advisors
New Jersey
$12.3K – – –
PA
385
Parallel Advisors
California
$12K – – –
FANJ
386
Financial Architects (New Jersey)
New Jersey
$11K -$4.16K -34 -27%
BL
387
Balentine LLC
Georgia
$11K – – –
OIA
388
OneDigital Investment Advisors
Kansas
$11K – – –
KA
389
Kaizen Advisory
Illinois
$11K +$11K +89 New
SSB
390
Sandy Spring Bank
Maryland
$11K +$11K +92 New
PMFA
391
Plante Moran Financial Advisors
Michigan
$10K +$10K +85 New
OAJ
392
Ogorek Anthony Joseph
New York
$9K +$9K +77 New
HNB
393
Huntington National Bank
Ohio
$8K -$2.32K -20 -22%
VCM
394
Versant Capital Management
Arizona
$8K -$219 -2 -3%
AssetMark Inc
395
AssetMark Inc
California
$7K -$5.4K -44 -44%
ZB
396
Zions Bancorporation
Utah
$7K – – –
CFA
397
Carroll Financial Associates
North Carolina
$7K +$5.6K +48 +400%
ECM
398
Estabrook Capital Management
New York
$6.4K – – –
SWM
399
SeaCrest Wealth Management
New York
$6K +$6K +45 New
VFA
400
Valeo Financial Advisors
Indiana
$6K +$5.64K +47 +1,567%
14 15
16
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