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Gartner
IT

Overview Fund Activity

451 hedge funds and large institutions have $8.4B invested in Gartner in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 159 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-47
Holders Change %
-9.44%
% of All Funds
9.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
160
Reduced
159
Closed
102
Calls
$8.41M
Puts
$9.3M
Net Calls
-$887K
Net Calls Change
-$800K

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$397M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$413M
3
MCM
3
Melvin Capital Management
New York
$111M
4
DCP
4
Durable Capital Partners
Maryland
$49.2M
5
ACM
5
Atlanta Capital Management
Georgia
$252M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$25M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
376
American Portfolios Advisors
New York
$24.9K -$52.9K -531 -68%
WT
377
Washington Trust
Rhode Island
$22K +$22K +225 New
BCWM
378
Bartlett & Co Wealth Management
Ohio
$20.1K – – –
CFGS
379
Concourse Financial Group Securities
Alabama
$20K -$136K -1,357 -87%
BC
380
Bartlett & Co
Ohio
$20K +$20K +202 New
CWP
381
CFM Wealth Partners
Texas
$19K – – –
FRA
382
Front Row Advisors
California
$17K -$2.38K -20 -12%
PCM
383
Penserra Capital Management
California
$17K +$4.69K +40 +38%
S
384
SignatureFD
Georgia
$16K -$2.43K -24 -13%
GAM
385
Gemmer Asset Management
California
$16K -$101 -1 -0.6%
CHA
386
Carmichael Hill & Associates
Maryland
$16K – – –
WB
387
Webster Bank
Connecticut
$16K – – –
CCM
388
Covington Capital Management
California
$14K – – –
VEA
389
Virtus ETF Advisers
New York
$13K +$4.27K +43 +49%
SIAS
390
Shine Investment Advisory Services
Colorado
$12K – – –
WEC
391
Winslow Evans & Crocker
Massachusetts
$12K – – –
First Manhattan
392
First Manhattan
New York
$12K – – –
CFA
393
Carroll Financial Associates
North Carolina
$12K +$1.07K +11 +10%
OPS
394
Orion Portfolio Solutions
Nebraska
$12K +$2.15K +21 +22%
TPCW
395
TD Private Client Wealth
New York
$10.4K -$6.17K -62 -37%
VFA
396
Valeo Financial Advisors
Indiana
$10K +$2.19K +21 +28%
PP
397
Pacifica Partners
Canada
$10K +$10K +100 New
PMFA
398
Plante Moran Financial Advisors
Michigan
$10K +$10K +100 New
BFC
399
Bedel Financial Consulting
Indiana
$9K – – –
AIC
400
Ameritas Investment Company
Nebraska
$9K +$9K +88 New
14 15
16
17 18