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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$219M
2
Citadel Advisors
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$1.1B
2
GIM
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$737M
5
JCM
Junto Capital Management
New York
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
376
QS Investors
New York
$609K +$145K +600 +31%
O
377
Ossiam
France
$608K +$356K +1,344 +141%
HA
378
Harbor Advisors
Florida
$606K – – –
SP
379
Symmetry Partners
Connecticut
$606K – – –
AP
380
Advisor Partners
California
$604K +$14.5K +60 +2%
US Bancorp
381
US Bancorp
Minnesota
$594K +$67.5K +279 +13%
HIM
382
Hillsdale Investment Management
Ontario, Canada
$593K +$593K +2,450 New
RJT
383
Raymond James Trust
Florida
$581K -$137K -564 -19%
CP
384
Castleview Partners
Texas
$577K +$577K +2,381 New
IRF
385
IBM Retirement Fund
New York
$574K -$135K -556 -19%
Creative Planning
386
Creative Planning
Kansas
$574K -$122K -503 -18%
LP
387
LMR Partners
United Kingdom
$559K +$559K +2,308 New
COI
388
Connable Office Inc
Michigan
$550K – – –
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$543K -$64.7K -267 -11%
PRC
390
Pearl River Capital
Michigan
$541K +$30.7K +127 +6%
CC
391
Chicago Capital
Illinois
$533K – – –
BCM
392
Buckhead Capital Management
Georgia
$516K +$31.5K +130 +7%
SCA
393
Summit Creek Advisors
Minnesota
$511K -$194K -800 -28%
BG
394
Bellevue Group
Switzerland
$509K – – –
SCM
395
Stevens Capital Management
Pennsylvania
$507K +$186K +767 +58%
CICI
396
Capital Investment Counsel Inc
North Carolina
$506K – – –
WAM
397
Wolverine Asset Management
Illinois
$503K +$451K +1,867 +877%
IA
398
Inspire Advisors
Idaho
$502K -$27.6K -114 -5%
BBVA
399
Banco Bilbao Vizcaya Argentaria
Spain
$502K +$24.7K +102 +5%
MWNA
400
Marshall Wace North America
New York
$501K -$4.41M -18,193 -90%
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