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Gartner
IT

Overview Fund Activity

456 hedge funds and large institutions have $11.3B invested in Gartner in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 163 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
10.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
75
Increased
148
Reduced
163
Closed
46
Calls
$33.3M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$22.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.1M
2
BlackRock
2
BlackRock
New York
$801M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$26M
4
MCM
4
Melvin Capital Management
New York
$83.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$86.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$19.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$62.1M
3
Polen Capital Management
3
Polen Capital Management
Florida
$575M
4
Bank of America
4
Bank of America
North Carolina
$56.5M
5
ACM
5
Atlanta Capital Management
Georgia
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
376
Princeton Capital Management
New Jersey
$36K +$36K +280 New
GLI
377
Guardian Life Insurance
New York
$33K – – –
SLF
378
Sun Life Financial
Ontario, Canada
$32K +$128 +1 +0.4%
KA
379
Kaizen Advisory
Illinois
$32K +$4.97K +39 +18%
APA
380
American Portfolios Advisors
New York
$32K – – –
ST
381
Smithfield Trust
Pennsylvania
$30K – – –
CFA
382
Carroll Financial Associates
North Carolina
$24K – – –
MC
383
Machina Capital
France
$24K +$24K +184 New
MOS
384
MGO One Seven
Ohio
$23K +$23K +182 New
RFA
385
Reilly Financial Advisors
California
$22K – – –
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$21K +$255 +2 +1%
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$21K +$7.67K +61 +58%
WB
388
Webster Bank
Connecticut
$20K – – –
LNB
389
Ledyard National Bank
$20K – – –
GAM
390
Gemmer Asset Management
California
$20K – – –
QCG
391
Quadrant Capital Group
Ohio
$20K – – –
CBOA
392
Commonwealth Bank of Australia
Australia
$20K +$795 +7 +4%
EWM
393
Executive Wealth Management
Michigan
$20K +$20K +159 New
CCM
394
Covington Capital Management
California
$19K – – –
NCM
395
Next Capital Management
New York
$19K +$19K +145 New
Schroder Investment Management Group
396
Schroder Investment Management Group
United Kingdom
$18.6K -$12.7K -99,324 -41%
S
397
SignatureFD
Georgia
$18K -$19.2K -147 -52%
FRA
398
Front Row Advisors
California
$18K -$2.66K -21 -13%
CIA
399
CSat Investment Advisory
Michigan
$18K +$5.75K +46 +47%
ClearBridge Investments
400
ClearBridge Investments
New York
$17K +$17K +130 New
14 15
16
17 18