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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$1.57M – – –
AIMCA
377
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M – – –
Thrivent Financial for Lutherans
378
Thrivent Financial for Lutherans
Minnesota
$1.57M -$616K -1,293 -28%
VIM
379
Vinva Investment Management
Australia
$1.55M +$248K +520 +19%
BFG
380
Bleakley Financial Group
New Jersey
$1.54M +$107K +224 +7%
SW
381
Simplicity Wealth
New Jersey
$1.54M +$1.54M +3,224 New
VF
382
Virtu Financial
New York
$1.51M +$1.51M +3,174 New
SO
383
STRS Ohio
Ohio
$1.5M +$121K +255 +9%
MLICM
384
Metropolitan Life Insurance Company (MetLife)
New York
$1.5M -$13.3K -28 -0.9%
GBT
385
Grove Bank & Trust
Florida
$1.49M +$85.3K +179 +6%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$1.48M -$62.9K -132 -4%
VCMGDR
387
Vinland Capital Management Gestora de Recursos
Brazil
$1.47M +$1.47M +49,679 New
GIG
388
Goodnow Investment Group
Connecticut
$1.45M -$31.3M -65,569 -96%
PWM
389
Perigon Wealth Management
California
$1.44M +$46.7K +98 +3%
DWM
390
Dynasty Wealth Management
Florida
$1.43M +$1.43M +3,005 New
AWS
391
Atria Wealth Solutions
New York
$1.43M -$259K -544 -15%
PAS
392
Park Avenue Securities
New York
$1.41M -$280K -588 -17%
EF
393
Empirical Finance
Pennsylvania
$1.39M +$44.3K +93 +3%
HPC
394
HM Payson & Co
Maine
$1.38M -$5.72K -12 -0.4%
PS
395
Pensionfund Sabic
Netherlands
$1.38M -$286K -600 -17%
CA
396
Cornerstone Advisory
Maryland
$1.38M +$6.2K +13 +0.5%
WI
397
Wintrust Investments
Illinois
$1.37M -$7.15K -15 -0.5%
VAS
398
Vestmark Advisory Solutions
Massachusetts
$1.36M +$54.3K +114 +4%
Wealthfront Advisers
399
Wealthfront Advisers
California
$1.35M -$59.1K -124 -4%
FFG
400
Fortem Financial Group
California
$1.35M +$144K +302 +12%
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