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469 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, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
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
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
376
RMR Wealth Builders
New Jersey
$88K +$83.9K +726 New
CCA
377
Column Capital Advisors
Indiana
$84K +$2.08K +18 +3%
GWM
378
Geneos Wealth Management
Colorado
$83K
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$81K +$42.6K +369 +123%
WTC
380
WhitTier Trust Company
Nevada
$76K -$462 -4 -0.6%
EI
381
Ellevest Inc
New York
$74K +$38.5K +333 +121%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$71K
WT
383
Washington Trust
Rhode Island
$61K +$33.5K +290 +129%
AAM
384
Advisors Asset Management
Colorado
$59K +$7.97K +69 +17%
Bessemer Group
385
Bessemer Group
New Jersey
$59K +$57K +493 New
S
386
SignatureFD
Georgia
$54K +$32.7K +283 +179%
FHA
387
First Horizon Advisors
Tennessee
$45K
PA
388
Parallel Advisors
California
$44K +$693 +6 +2%
PCG
389
Private Capital Group
Connecticut
$40K
KPW
390
Kore Private Wealth
New York
$39K +$35.4K +306 +1,700%
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$38K
QCG
392
Quadrant Capital Group
Ohio
$34K -$57K -493 -64%
SF
393
Synovus Financial
Georgia
$34K -$12.6K -109 -28%
HNB
394
Huntington National Bank
Ohio
$34K
BFEC
395
Benjamin F. Edwards & Company
Missouri
$30K -$168K -1,450 -85%
CAW
396
Cornerstone Advisors (Washington)
Washington
$30K -$578 -5 -2%
APA
397
American Portfolios Advisors
New York
$27.3K -$2.89K -25 -10%
TPCW
398
TD Private Client Wealth
New York
$25.8K +$12.6K +109 +105%
BC
399
Bartlett & Co
Ohio
$25K
BCWM
400
Bartlett & Co Wealth Management
Ohio
$24.5K