774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Strategy Asset Managers
California
$1.02M +$65.2K +186 +7%
CA
402
Cornerstone Advisory
Maryland
$1.01M -$32.9K -94 -3%
CA
403
Cetera Advisors
Colorado
$996K -$18.2K -52 -2%
QT
404
Quantamental Technologies
New York
$996K +$39.6K +113 +4%
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$994K +$8.76K +25 +0.9%
PWM
406
Perigon Wealth Management
California
$980K -$4.55K -13 -0.5%
AAM
407
Advisors Asset Management
Colorado
$979K +$185K +528 +23%
WI
408
Wintrust Investments
Illinois
$979K -$17.5K -50 -2%
DTL
409
Dynamic Technology Lab
Singapore
$969K +$96.3K +275 +11%
ET
410
Equitable Trust
Tennessee
$966K -$772K -2,204 -44%
SIA
411
Schechter Investment Advisors
Michigan
$965K -$255K -728 -21%
RWM
412
Ritholtz Wealth Management
New York
$952K -$10.2K -29 -1%
SWS
413
SYSTM Wealth Solutions
Illinois
$947K -$764K -2,181 -45%
DI
414
DFPG Investments
Utah
$939K -$184K -500 -16%
EF
415
Empowered Funds
Pennsylvania
$937K +$108K +307 +13%
EST
416
EA Series Trust
Pennsylvania
$937K +$937K +2,674 New
ESCM
417
Echo Street Capital Management
New York
$929K +$125K +357 +16%
NCM
418
Northwest Capital Management
Oregon
$928K
HCM
419
Highview Capital Management
Illinois
$926K -$202K -577 -18%
AWS
420
Atria Wealth Solutions
New York
$918K +$30.8K +88 +3%
CCG
421
Cypress Capital Group
Florida
$914K -$25.6K -73 -3%
Bessemer Group
422
Bessemer Group
New Jersey
$911K +$416K +1,187 +84%
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$910K +$24.9K +71 +3%
KeyBank National Association
424
KeyBank National Association
Ohio
$901K +$39.2K +112 +5%
EF
425
Empirical Finance
Pennsylvania
$901K +$90K +257 +11%