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469 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Caldwell Trust
Florida
$24.3K
Korea Investment Corp
402
Korea Investment Corp
South Korea
$24K -$2.54M -22,000 -99%
ST
403
Smithfield Trust
Pennsylvania
$22K -$22K -190 -51%
CWP
404
CFM Wealth Partners
Texas
$22K
PMFA
405
Plante Moran Financial Advisors
Michigan
$20K +$7.86K +68 +68%
FC
406
FORA Capital
Florida
$19K -$536K -4,639 -97%
CFGS
407
Concourse Financial Group Securities
Alabama
$19K -$5.43K -47 -24%
CHA
408
Carmichael Hill & Associates
Maryland
$19K
GAM
409
Gemmer Asset Management
California
$19K
WB
410
Webster Bank
Connecticut
$19K
OPS
411
Orion Portfolio Solutions
Nebraska
$19K +$4.97K +43 +37%
CCM
412
Covington Capital Management
California
$18K
PCM
413
Penserra Capital Management
California
$18K +$578 +5 +3%
FRA
414
Front Row Advisors
California
$16K -$1.27K -11 -8%
VEA
415
Virtus ETF Advisers
New York
$16K
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$16K +$9.24K +80 +167%
PCM
417
Prelude Capital Management
New York
$16K +$15.4K +133 New
SIAS
418
Shine Investment Advisory Services
Colorado
$15K
MAM
419
Meeder Asset Management
Ohio
$15K +$10.2K +88 +244%
First Manhattan
420
First Manhattan
New York
$14K -$1.39K -12 -9%
CFA
421
Carroll Financial Associates
North Carolina
$14K -$693 -6 -5%
WEC
422
Winslow Evans & Crocker
Massachusetts
$13K -$116 -1 -0.9%
VFA
423
Valeo Financial Advisors
Indiana
$13K +$1.04K +9 +9%
PP
424
Pacifica Partners
Canada
$12K
IA
425
IFP Advisors
Florida
$12K +$6.82K +59 +151%