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Gartner
IT

Overview Fund Activity

425 hedge funds and large institutions have $10.8B invested in Gartner in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+18
Holders Change %
+4.42%
% of All Funds
9.65%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
63
Increased
154
Reduced
135
Closed
42
Calls
$3.4M
Puts
$8.87M
Net Calls
-$5.47M
Net Calls Change
-$1.18M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$360M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$473M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$606M
4
Select Equity Group
Select Equity Group
New York
$585M
5
ACM
Atlanta Capital Management
Georgia
$271M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
MCM
Moore Capital Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$639K
5
Millennium Management
Millennium Management
New York
$896K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
401
Parisi Gray Wealth Management
New Jersey
$6K +$6K +49 New
EARNEST Partners
402
EARNEST Partners
Georgia
$6K +$6K +52 New
PCA
403
Providence Capital Advisors
North Carolina
$5K +$5K +43 New
SP
404
SWS Partners
Ohio
$5K +$5K +44 New
GRP
405
Global Retirement Partners
California
$4K – – –
CHC
406
City Holding Co
West Virginia
$4K – – –
CIM
407
Contravisory Investment Management
Massachusetts
$4K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4K +$364 +3 +10%
HWP
409
Hefty Wealth Partners
Indiana
$3K – – –
BTIS
410
BB&T Investment Services
North Carolina
$3K +$2.14K +20 +250%
CTA
411
Carillon Tower Advisers
Florida
$2.28K +$2.28K +18,496 New
AFNAS
412
American Financial Network Advisory Services
California
$2K – – –
HR
413
Howe & Rusling
New York
$2K – – –
CFD
414
Creative Financial Designs
Indiana
$2K – – –
TFO
415
Tarbox Family Office
California
$2K – – –
IWM
416
IHT Wealth Management
Illinois
$2K +$2K +13 New
SA
417
SRH Advisors
Kansas
$1K – – –
DAM
418
Delta Asset Management
Tennessee
$1K – – –
Fuller & Thaler Asset Management
419
Fuller & Thaler Asset Management
California
$1K – – –
FRA
420
Front Row Advisors
California
$1K +$1K +8 New
AWA
421
Acorn Wealth Advisors
Michigan
$1K +$1K +10 New
GI
422
Gradient Investments
Minnesota
$1K +$1K +11 New
Walleye Trading
423
Walleye Trading
New York
$535 +$535 +4,341 New
PCG
424
Private Capital Group
Connecticut
$39 +$39 +315 New
TCP
425
Tourbillon Capital Partners
New York
– -$114M -912,822 Closed
15 16
17
18 19