IT icon

Gartner
IT

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$130M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
3
Polen Capital Management
Polen Capital Management
Florida
+$57.7M
4
ACM
Atlanta Capital Management
Georgia
+$55.8M
5
MCM
Melvin Capital Management
New York
+$29.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
WRF
Waddell & Reed Financial
Kansas
-$53.4M
3
DCP
Durable Capital Partners
Maryland
-$49.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$47.4M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$81K +$44.7K +369 +123%
WTC
377
WhitTier Trust Company
Nevada
$76K -$483 -4 -0.6%
EI
378
Ellevest Inc
New York
$74K +$40.5K +333 +121%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
WT
380
Washington Trust
Rhode Island
$61K +$34.4K +290 +129%
AAM
381
Advisors Asset Management
Colorado
$59K +$8.39K +69 +17%
Bessemer Group
382
Bessemer Group
New Jersey
$59K +$59K +493 New
S
383
SignatureFD
Georgia
$54K +$34.7K +283 +179%
FHA
384
First Horizon Advisors
Tennessee
$45K – – –
PA
385
Parallel Advisors
California
$44K +$719 +6 +2%
PCG
386
Private Capital Group
Connecticut
$40K – – –
KPW
387
Kore Private Wealth
New York
$39K +$36.8K +306 +1,700%
CLOS
388
Compagnie Lombard Odier SCmA
Switzerland
$38K – – –
QCG
389
Quadrant Capital Group
Ohio
$34K -$60.3K -493 -64%
SF
390
Synovus Financial
Georgia
$34K -$13.4K -109 -28%
HNB
391
Huntington National Bank
Ohio
$34K – – –
BFEC
392
Benjamin F. Edwards & Company
Missouri
$30K -$174K -1,450 -85%
CAW
393
Cornerstone Advisors (Washington)
Washington
$30K -$600 -5 -2%
APA
394
American Portfolios Advisors
New York
$27.3K -$3.03K -25 -10%
TPCW
395
TD Private Client Wealth
New York
$25.8K +$13.2K +109 +105%
BC
396
Bartlett & Co
Ohio
$25K – – –
BCWM
397
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
Korea Investment Corp
398
Korea Investment Corp
South Korea
$24K -$2.64M -22,000 -99%
ST
399
Smithfield Trust
Pennsylvania
$22K -$23.1K -190 -51%
CWP
400
CFM Wealth Partners
Texas
$22K – – –
14 15
16
17 18