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Gartner
IT

Overview Fund Activity

429 hedge funds and large institutions have $14.9B invested in Gartner in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 45 closing their positions.

Holders
429
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
9.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
41
Increased
129
Reduced
179
Closed
45
Calls
$23.6M
Puts
$23.9M
Net Calls
-$364K
Net Calls Change
+$951K

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$347M
2
MCM
2
Melvin Capital Management
New York
$71.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.13B
4
Morgan Stanley
4
Morgan Stanley
New York
$59.2M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$40.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$180M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$264M
4
JCM
4
Junto Capital Management
New York
$0
5
BCPEM
5
Bain Capital Public Equity Management
Massachusetts
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
401
TRUE Private Wealth Advisors
Oregon
$10.3K 65 +65 New
MAM
402
Meeder Asset Management
Ohio
$10K 60 – –
EARNEST Partners
403
EARNEST Partners
Georgia
$8K 52 – –
PCA
404
Providence Capital Advisors
North Carolina
$7K 43 – –
SWM
405
SeaCrest Wealth Management
New York
$7K 45 – –
SWP
406
Stratos Wealth Partners
Ohio
$7K 46 +46 New
CHC
407
City Holding Co
West Virginia
$6K 35 – –
TCOV
408
Trust Company of Vermont
Vermont
$6K 40 – –
GWM
409
Geneos Wealth Management
Colorado
$6K 41 – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$6K 37 +4 +12%
ML
411
McAdam LLC
Pennsylvania
$5K 29 – –
GRP
412
Global Retirement Partners
California
$5K 31 – –
ECM
413
Estabrook Capital Management
New York
$4.12K 26 – –
CI
414
CX Institutional
Indiana
$4K 23 – –
JA
415
JOYN Advisors
Georgia
$4K 23 +15 +188%
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$3K 16 -193 -92%
CFD
417
Creative Financial Designs
Indiana
$3K 17 – –
TFO
418
Tarbox Family Office
California
$3K 19 – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$3K 22 +8 +57%
HI
420
Hudock Inc
Pennsylvania
$3K 20 +20 New
Canada Pension Plan Investment Board
421
Canada Pension Plan Investment Board
Ontario, Canada
$2K 10 – –
SAM
422
Shamrock Asset Management
Texas
$2K 14 – –
CAG
423
Csenge Advisory Group
Florida
$2K 19 +19 New
Fuller & Thaler Asset Management
424
Fuller & Thaler Asset Management
California
$1K 4 -1 -20%
TNBTD
425
Trustmark National Bank Trust Department
Mississippi
$1K 4 +4 New
15 16
17
18 19