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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Tortoise Investment Management
New York
$103K
CIA
402
CSat Investment Advisory
Michigan
$102K +$4.83K +38 +5%
WT
403
Whittier Trust
California
$93K -$43K -338 -31%
SACTSONJ
404
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$90K +$12.8M +100,700 New
GWM
405
Geneos Wealth Management
Colorado
$88K
CCA
406
Column Capital Advisors
Indiana
$88K +$1.4K +11 +2%
PCM
407
Prelude Capital Management
New York
$82K +$66.1K +520 +391%
WTC
408
WhitTier Trust Company
Nevada
$79K
FHC
409
First Horizon Corporation
Tennessee
$75K +$76.9K +605 New
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$71K
NIM
411
NuWave Investment Management
New Jersey
$67K +$68.3K +537 New
Bessemer Group
412
Bessemer Group
New Jersey
$62K
Simplex Trading
413
Simplex Trading
Illinois
$60K +$62K +488 New
TFA
414
Toth Financial Advisory
Virginia
$59K +$59.6K +469 New
HL
415
Harding Loevner
New Jersey
$58K +$58.6K +461 New
T
416
TOBAM
France
$57K +$58.5K +460 New
S
417
SignatureFD
Georgia
$54K -$890 -7 -2%
AAM
418
Advisors Asset Management
Colorado
$51K -$9.41K -74 -15%
VCM
419
Vigilant Capital Management
Maine
$50K +$50.9K +400 New
C
420
Cerebellum
California
$49K +$49.5K +389 New
FHA
421
First Horizon Advisors
Tennessee
$47K
CFGS
422
Concourse Financial Group Securities
Alabama
$46K +$27K +212 +139%
PCG
423
Private Capital Group
Connecticut
$41K
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$39K
CFB
425
Cullen/Frost Bankers
Texas
$37K +$37.4K +294 New