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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
376
Grove Bank & Trust
Florida
$1.65M +$7.6K +15 +0.5%
CCP
377
Cunning Capital Partners
North Carolina
$1.64M – – –
Focus Partners Wealth
378
Focus Partners Wealth
Massachusetts
$1.62M +$1.02M +2,017 +172%
PWM
379
Perigon Wealth Management
California
$1.61M +$82.6K +163 +5%
C
380
Certuity
Florida
$1.6M -$18.2K -36 -1%
BF
381
BOK Financial
Oklahoma
$1.6M -$3.56K -7 -0.2%
AWS
382
Atria Wealth Solutions
New York
$1.6M +$37.5K +74 +2%
NB
383
Norinchukin Bank
Japan
$1.59M +$208K +411 +15%
I
384
InceptionR
California
$1.57M +$1.57M +3,095 New
ECM
385
ExodusPoint Capital Management
New York
$1.56M +$1.56M +3,087 New
DWM
386
Dynasty Wealth Management
Florida
$1.56M -$89.7K -177 -5%
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$1.55M -$536K -1,058 -26%
QCM
388
QRG Capital Management
Illinois
$1.54M +$224K +442 +17%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$1.49M -$177K -350 -11%
Wealthfront Advisers
390
Wealthfront Advisers
California
$1.48M +$68.9K +136 +5%
NW
391
NewEdge Wealth
Pennsylvania
$1.47M +$96.8K +191 +7%
RFC
392
Regions Financial Corp
Alabama
$1.45M -$31.9K -63 -2%
MSFS
393
Main Street Financial Solutions
Pennsylvania
$1.45M -$6.08K -12 -0.4%
HPC
394
HM Payson & Co
Maine
$1.43M -$12.2K -24 -0.8%
CA
395
Cornerstone Advisory
Maryland
$1.41M +$8.11K +16 +0.6%
FFG
396
Fortem Financial Group
California
$1.41M +$7.6K +15 +0.5%
EF
397
Empirical Finance
Pennsylvania
$1.39M +$28.4K +56 +2%
PAS
398
Park Avenue Securities
New York
$1.38M -$29.9K -59 -2%
IFWM
399
Institute for Wealth Management
Colorado
$1.37M -$13.2K -26 -1%
NCM
400
Northwest Capital Management
Oregon
$1.34M – – –
14 15
16
17 18