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Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
Findlay Park Partners
United Kingdom
$145M
3
PI
Putnam Investments
Massachusetts
$136M
4
AI
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$92.5M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Ameriprise
Ameriprise
Minnesota
$65.8M
5
Harris Associates
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
376
Main Street Financial Solutions
Pennsylvania
$891K -$32.8M -113,265 -97%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$875K -$37.4K -135 -4%
GBT
378
Grove Bank & Trust
Florida
$872K +$2.77K +10 +0.3%
DZ Bank
379
DZ Bank
Germany
$871K +$871K +3,149 New
UCFA
380
United Capital Financial Advisors
Texas
$865K +$865K +3,125 New
AC
381
Allstate Corporation
Illinois
$860K +$15.5K +56 +2%
CA
382
Cornerstone Advisory
Maryland
$855K -$1.66K -6 -0.2%
CCMINC
383
Cardinal Capital Management Inc (North Carolina)
North Carolina
$847K +$14.4K +52 +2%
MFGM
384
Marshall Financial Group (Maryland)
Maryland
$845K +$4.15K +15 +0.5%
NA
385
NewEdge Advisors
Louisiana
$845K +$6.37K +23 +0.8%
NL
386
NVWM LLC
Pennsylvania
$841K -$553 -2 -0.1%
HPC
387
HM Payson & Co
Maine
$835K – – –
MCM
388
Moore Capital Management
New York
$833K -$2.82M -10,201 -77%
SC
389
Sepio Capital
Utah
$826K -$71.4K -258 -8%
WI
390
Wintrust Investments
Illinois
$819K -$78.9K -285 -9%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$813K -$77.5K -280 -9%
PCS
392
Personal CFO Solutions
New Jersey
$792K -$23.8K -86 -3%
HI
393
Human Investing
Oregon
$788K -$44.5K -161 -5%
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$788K -$6.09K -22 -0.8%
API
395
Advisor Partners II
California
$785K +$785K +2,838 New
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$784K +$22.7K +82 +3%
PWM
397
Perigon Wealth Management
California
$782K +$1.11K +4 +0.1%
CCG
398
Cypress Capital Group
Florida
$756K +$206K +745 +37%
SAM
399
Strategy Asset Managers
California
$748K +$748K +2,704 New
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$747K -$364K -1,314 -33%
14 15
16
17 18