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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
376
Ritholtz Wealth Management
New York
$925K 3,044 +1,949 +178%
IFWM
377
Institute for Wealth Management
Colorado
$922K 3,034 -221 -7%
VPIM
378
Vanguard Personalized Indexing Management
California
$922K 3,034 +303 +11%
CRC
379
Curi RMB Capital
Illinois
$912K 3,000 – –
LPARFS
380
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$912K 3,000 +3,000 New
HI
381
Horizon Investments
North Carolina
$885K 2,913 +86 +3%
GC
382
GFG Capital
Florida
$860K 2,830 +161 +6%
OPCM
383
Osborne Partners Capital Management
California
$859K 2,828 -21,242 -88%
CB
384
Commerce Bank
Missouri
$856K 2,817 +210 +8%
PCS
385
Personal CFO Solutions
New Jersey
$848K 2,789 +1 +0%
CCMINC
386
Cardinal Capital Management Inc (North Carolina)
North Carolina
$846K 2,783 -492 -15%
PWM
387
Perigon Wealth Management
California
$840K 2,765 +102 +4%
Creative Planning
388
Creative Planning
Kansas
$835K 2,747 +376 +16%
CI
389
Cigna Investments
Connecticut
$813K 2,672 -20 -0.7%
PWM
390
Palumbo Wealth Management
New York
$805K 2,649 +2,649 New
YMRC
391
Yorktown Management & Research Company
Virginia
$790K 2,600 – –
SP
392
Symmetry Partners
Connecticut
$779K 2,502 – –
DTL
393
Dynamic Technology Lab
Singapore
$774K 2,546 +1,562 +159%
US Bancorp
394
US Bancorp
Minnesota
$772K 2,540 +86 +4%
RFC
395
Regions Financial Corp
Alabama
$771K 2,538 -310 -11%
AIM
396
Achmea Investment Management
Netherlands
$767K 2,524 +2,524 New
HA
397
Harbor Advisors
Florida
$760K 2,500 – –
CANY
398
Caxton Associates (New York)
New York
$752K 2,475 -283 -10%
FTDI
399
First Trust Direct Indexing
Massachusetts
$727K 2,391 +1,522 +175%
IRF
400
IBM Retirement Fund
New York
$723K 2,379 +10 +0.4%
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16
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