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Gartner
IT

Overview Fund Activity

451 hedge funds and large institutions have $8.4B invested in Gartner in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 159 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-47
Holders Change %
-9.44%
% of All Funds
9.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
160
Reduced
159
Closed
102
Calls
$8.41M
Puts
$9.3M
Net Calls
-$887K
Net Calls Change
-$800K

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$397M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$413M
3
MCM
3
Melvin Capital Management
New York
$111M
4
DCP
4
Durable Capital Partners
Maryland
$49.2M
5
ACM
5
Atlanta Capital Management
Georgia
$252M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$25M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
401
Next Financial Group
Texas
$8K -$79K -830 -91%
LF
402
Lee Financial
Texas
$8K -$3.39K -33 -30%
CAC
403
Certified Advisory Corp
Florida
$8K – – –
SWM
404
Sugarloaf Wealth Management
Georgia
$8K – – –
AWM
405
Avior Wealth Management
Nebraska
$8K +$8K +87 New
FHA
406
Flagship Harbor Advisors
Massachusetts
$7K – – –
FAM
407
Fred Alger Management
New York
$7K – – –
OAJ
408
Ogorek Anthony Joseph
New York
$7K – – –
AF
409
Advisornet Financial
Minnesota
$7K +$467 +5 +7%
CI
410
CX Institutional
Indiana
$7K +$2.71K +29 +63%
EWP
411
Engrave Wealth Partners
Texas
$6K -$5.22K -60 -47%
ZB
412
Zions Bancorporation
Utah
$6K – – –
HL
413
Harding Loevner
New Jersey
$6K – – –
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$5K -$35.3K -339 -88%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$5K -$3.37K -31 -40%
EARNEST Partners
416
EARNEST Partners
Georgia
$5K – – –
SLF
417
Sun Life Financial
Ontario, Canada
$5K +$93 +1 +2%
EWM
418
EPG Wealth Management
Georgia
$4K – – –
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
VCM
420
Versant Capital Management
Arizona
$4K – – –
IA
421
IFP Advisors
Florida
$4K +$2.26K +22 +129%
MAM
422
Meeder Asset Management
Ohio
$4K +$3.33K +30 +500%
AWM
423
Atticus Wealth Management
Florida
$3K -$485K -4,850 -99%
LC
424
Lindbrook Capital
California
$3K -$7.45K -77 -71%
ETC
425
Exchange Traded Concepts
Oklahoma
$3K -$455 -5 -13%
15 16
17
18 19