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Gartner
IT

Overview Fund Activity

438 hedge funds and large institutions have $11B invested in Gartner in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+13
Holders Change %
+3.06%
% of All Funds
10.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
57
Increased
153
Reduced
147
Closed
40
Calls
$24.2M
Puts
$38.6M
Net Calls
-$14.4M
Net Calls Change
-$8.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$697M
2
Polen Capital Management
2
Polen Capital Management
Florida
$634M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$422M
5
JCM
5
Junto Capital Management
New York
$68.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$104M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$6.37M
3
Norges Bank
3
Norges Bank
Norway
$75.9M
4
TCM
4
TimesSquare Capital Management
New York
$246M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$552M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
401
Carroll Financial Associates
North Carolina
$8K +$1.68K +16 +27%
MAM
402
Meeder Asset Management
Ohio
$8K +$8K +67 New
ECM
403
Estabrook Capital Management
New York
$6.12K – – –
EARNEST Partners
404
EARNEST Partners
Georgia
$6K – – –
ACS
405
Archford Capital Strategies
Illinois
$6K +$6K +46 New
SWM
406
SeaCrest Wealth Management
New York
$5K – – –
PCA
407
Providence Capital Advisors
North Carolina
$5K – – –
SF
408
Synovus Financial
Georgia
$5K +$5K +40 New
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
CHC
410
City Holding Co
West Virginia
$4K – – –
GRP
411
Global Retirement Partners
California
$4K – – –
HWP
412
Hefty Wealth Partners
Indiana
$3K – – –
APP
413
Avantax Planning Partners
Iowa
$3K +$3K +35 New
IWM
414
IHT Wealth Management
Illinois
$2K – – –
HR
415
Howe & Rusling
New York
$2K – – –
CFD
416
Creative Financial Designs
Indiana
$2K – – –
TFO
417
Tarbox Family Office
California
$2K – – –
DWM
418
Destination Wealth Management
California
$2K +$2K +13 New
SAM
419
Shamrock Asset Management
Texas
$2K +$2K +14 New
OIA
420
Optimum Investment Advisors
Illinois
$2K +$2K +15 New
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +19 New
LWA
422
Lenox Wealth Advisors
New York
$2K +$2K +19 New
ML
423
McAdam LLC
Pennsylvania
$2K +$2K +21 New
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$1.25M -12,480 -100%
DAM
425
Delta Asset Management
Tennessee
$1K – – –
15 16
17
18 19