858 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+73
Holders Change %
+9.3%
% of All Funds
12.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
326
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
401
MainStreet Investment Advisors
Illinois
$1.3M
CA
402
Cornerstone Advisory
Maryland
$1.3M
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$1.29M -$25.3K -56 -2%
SI
404
Stephens Inc
Arkansas
$1.29M -$131K -290 -9%
MSFS
405
Main Street Financial Solutions
Pennsylvania
$1.27M -$32.5K -72 -2%
EF
406
Empirical Finance
Pennsylvania
$1.27M +$4.51K +10 +0.4%
AssetMark Inc
407
AssetMark Inc
California
$1.27M -$279K -619 -18%
NW
408
NewEdge Wealth
Pennsylvania
$1.26M -$12.6K -28 -1%
MYAM
409
Meiji Yasuda Asset Management
Japan
$1.26M +$354K +785 +39%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M -$9.47K -21 -0.8%
NL
411
NVWM LLC
Pennsylvania
$1.25M -$88.9K -197 -7%
VIM
412
Vinva Investment Management
Australia
$1.24M +$267K +590 +27%
VAS
413
Vestmark Advisory Solutions
Massachusetts
$1.24M -$25.7K -57 -2%
Harris Associates
414
Harris Associates
Illinois
$1.22M -$591K -1,311 -33%
NB
415
Norinchukin Bank
Japan
$1.22M -$103K -229 -8%
Focus Partners Wealth
416
Focus Partners Wealth
Massachusetts
$1.21M +$1.21M +2,672 New
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$1.2M +$809K +1,794 +205%
NG
418
Norden Group
Utah
$1.2M -$87K -193 -7%
NCM
419
Northwest Capital Management
Oregon
$1.2M
ASN
420
Advisory Services Network
Georgia
$1.19M -$59.1K -131 -5%
RWM
421
Ritholtz Wealth Management
New York
$1.17M -$11.3K -25 -1%
Cambridge Investment Research Advisors
422
Cambridge Investment Research Advisors
Iowa
$1.15M -$1.37M -3,045 -54%
FFG
423
Fortem Financial Group
California
$1.14M +$138K +305 +14%
HA
424
Harbor Advisors
Florida
$1.13M
PP
425
Prudential plc
United Kingdom
$1.13M