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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
376
Metropolitan Life Insurance Company (MetLife)
New York
$1.15M -$277K -851 -19%
US Bancorp
377
US Bancorp
Minnesota
$1.14M +$174K +534 +18%
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$1.14M +$32.6K +100 +3%
SIA
379
Schechter Investment Advisors
Michigan
$1.13M -$19.2K -59 -2%
SSWM
380
Smith Salley Wealth Management
North Carolina
$1.13M -$10.8K -33 -0.9%
SGI
381
Summit Global Investments
Utah
$1.12M +$1.12M +3,443 New
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$1.12M -$50.8K -156 -4%
CNBT
383
Canandaigua National Bank & Trust
New York
$1.11M +$1.11M +3,413 New
NA
384
NewEdge Advisors
Louisiana
$1.11M +$11.1K +34 +1%
VI
385
Vestcor Inc
New Brunswick, Canada
$1.09M -$2.93K -9 -0.3%
AIMCA
386
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.08M -$7.33M -22,500 -87%
MWM
387
MorganRosel Wealth Management
Colorado
$1.06M +$119K +366 +13%
CRC
388
Curi RMB Capital
Illinois
$1.06M – – –
IFWM
389
Institute for Wealth Management
Colorado
$1.05M -$29K -89 -3%
HCM
390
Highview Capital Management
Illinois
$1.05M +$9.12K +28 +0.9%
SS
391
Simplicity Solutions
Minnesota
$1.04M +$120K +367 +13%
MSFS
392
Main Street Financial Solutions
Pennsylvania
$1.02M +$38.4K +118 +4%
MIA
393
MainStreet Investment Advisors
Illinois
$1.02M -$59.3K -182 -5%
BFG
394
Bleakley Financial Group
New Jersey
$1.02M -$122K -376 -11%
MGP
395
Metis Global Partners
California
$1.02M +$291K +894 +40%
CCMINC
396
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.01M -$6.19K -19 -0.6%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$1.01M -$49.5K -152 -5%
ASN
398
Advisory Services Network
Georgia
$1,000K +$725K +2,225 +264%
DI
399
DFPG Investments
Utah
$995K +$76.2K +234 +8%
BC
400
Bridgefront Capital
Texas
$995K +$758K +2,328 +320%
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16
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