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Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
+$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$56.7M
3
ACM
Atlanta Capital Management
Georgia
+$43.7M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$50.9M
4
Goldman Sachs
Goldman Sachs
New York
-$44.2M
5
GIM
Generation Investment Management
United Kingdom
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
401
D.J. St. Germain
Massachusetts
$233K +$233K +1,455 New
KAS
402
Kestra Advisory Services
Texas
$233K +$233K +1,468 New
FPS
403
Fieldpoint Private Securities
Connecticut
$232K +$232K +1,446 New
Schroder Investment Management Group
404
Schroder Investment Management Group
United Kingdom
$228K – – –
SCA
405
Summit Creek Advisors
Minnesota
$227K -$689K -4,310 -75%
KPW
406
Kore Private Wealth
New York
$221K +$221K +1,378 New
GC
407
Globeflex Capital
California
$220K +$220K +1,371 New
ECM
408
ExodusPoint Capital Management
New York
$217K -$293K -1,823 -57%
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$215K +$215K +1,395 New
Vontobel Holding
410
Vontobel Holding
Switzerland
$214K +$214K +1,271 New
CAM
411
Cresset Asset Management
Illinois
$213K +$213K +1,327 New
CCM
412
Coldstream Capital Management
Washington
$213K +$213K +1,329 New
MF
413
Magnetar Financial
Illinois
$213K +$213K +1,331 New
CCA
414
Checchi Capital Advisers
California
$212K +$212K +1,323 New
LC
415
Loews Corp
New York
$212K +$212K +1,324 New
CCA
416
Cadent Capital Advisors
Oklahoma
$212K +$212K +1,326 New
Macquarie Group
417
Macquarie Group
Australia
$206K – – –
SFA
418
Sequoia Financial Advisors
Ohio
$204K +$204K +1,272 New
DWM
419
Dakota Wealth Management
Florida
$203K +$203K +1,265 New
NFG
420
NewFocus Financial Group
Washington
$201K +$201K +1,253 New
POIA
421
Pin Oak Investment Advisors
Texas
$189K – – –
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$189K +$151K +950 +399%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185K +$185K +1,152 New
FMT
424
First Mercantile Trust
Tennessee
$181K +$181K +1,130 New
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$179K +$179K +1,116 New
15 16
17
18 19