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449 hedge funds and large institutions have $14B invested in Gartner in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

3% more funds holding

Funds holding: 437449 (+12)

3% more capital invested

Capital invested by funds: $13.6B → $14B (+$395M)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

3.36% less ownership

Funds ownership: 100.41%97.05% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
53
Increased
153
Reduced
156
Closed
37
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.26M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
CSat Investment Advisory
Michigan
$56K +$29.1K +186 +115%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$55K +$19.4K +124 +57%
DZ Bank
378
DZ Bank
Germany
$50K +$49.3K +315 New
FPFS
379
First Personal Financial Services
North Carolina
$47K +$469 +3 +1%
SF
380
Synovus Financial
Georgia
$44K -$8.44K -54 -16%
GLI
381
Guardian Life Insurance
New York
$41K
APA
382
American Portfolios Advisors
New York
$40.2K
IWA
383
IBEX Wealth Advisors
New Jersey
$40K +$39.7K +254 New
PCG
384
Private Capital Group
Connecticut
$36K -$23.6K -151 -36%
CBOA
385
Commonwealth Bank of Australia
Australia
$36K +$9.54K +61 +35%
AC
386
Avestar Capital
New York
$34K
CFA
387
Carroll Financial Associates
North Carolina
$33K +$2.19K +14 +7%
PMFA
388
Plante Moran Financial Advisors
Michigan
$32K +$31.3K +200 New
AAM
389
Advisors Asset Management
Colorado
$28K -$50.8K -325 -65%
RFA
390
Reilly Financial Advisors
California
$28K
EWM
391
Executive Wealth Management
Michigan
$26K
GAM
392
Gemmer Asset Management
California
$26K
WB
393
Webster Bank
Connecticut
$25K
SMFS
394
Squar Milner Financial Services
California
$24K +$14.7K +94 +177%
CCM
395
Covington Capital Management
California
$23K
NCM
396
Next Capital Management
New York
$23K
FRA
397
Front Row Advisors
California
$21K
QCG
398
Quadrant Capital Group
Ohio
$20K
SIAS
399
Shine Investment Advisory Services
Colorado
$20K
LF
400
Lee Financial
Texas
$19K