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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
376
Sowell Financial Services
Arkansas
$223K -$763 -6 -0.3%
V
377
Veritable
Delaware
$223K +$9.66K +76 +4%
BCM
378
Buckhead Capital Management
Georgia
$222K
PA
379
Profund Advisors
Maryland
$220K -$36K -283 -14%
Creative Planning
380
Creative Planning
Kansas
$213K +$217K +1,706 New
BBVA
381
Banco Bilbao Vizcaya Argentaria
Spain
$212K +$216K +1,697 New
MGWM
382
Marks Group Wealth Management
Minnesota
$211K +$890 +7 +0.4%
GC
383
Gilbert & Cook
Iowa
$203K +$207K +1,627 New
Marshall Wace
384
Marshall Wace
United Kingdom
$202K -$18.9M -148,371 -99%
Nomura Holdings
385
Nomura Holdings
Japan
$202K -$97.5K -767 -32%
SG Americas Securities
386
SG Americas Securities
New York
$200K -$1.26M -9,873 -86%
Wellington Management Group
387
Wellington Management Group
Massachusetts
$200K -$250K -1,968 -55%
FC
388
FORA Capital
Florida
$200K +$184K +1,449 +947%
Schroder Investment Management Group
389
Schroder Investment Management Group
United Kingdom
$179K
CH
390
Canton Hathaway
Rhode Island
$169K +$172K +1,355 New
Macquarie Group
391
Macquarie Group
Australia
$160K +$61.5K +484 +61%
POIA
392
Pin Oak Investment Advisors
Texas
$148K
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$141K -$136K -1,068 -49%
MIFH
394
Migdal Insurance & Financial Holdings
Israel
$119K -$28.1K -221 -19%
ASN
395
Advisory Services Network
Georgia
$118K +$120K +945 New
LS
396
Livforsakringsbolaget Skandia
Sweden
$112K
SAM
397
Shell Asset Management
Netherlands
$109K -$25K -197 -18%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$108K +$24.5K +193 +29%
EI
399
Ellevest Inc
New York
$106K +$30.9K +243 +40%
PA
400
Parallel Advisors
California
$106K +$61.2K +481 +131%