IT icon

Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$1.31M -$54.3K -114 -4%
MSFS
402
Main Street Financial Solutions
Pennsylvania
$1.31M -$31.9K -67 -2%
SI
403
Stephens Inc
Arkansas
$1.31M -$61K -128 -4%
NW
404
NewEdge Wealth
Pennsylvania
$1.3M +$129K +307 +11%
IFWM
405
Institute for Wealth Management
Colorado
$1.3M -$81K -170 -6%
MIA
406
MainStreet Investment Advisors
Illinois
$1.29M -$86.8K -182 -6%
IGAM
407
iA Global Asset Management
Quebec, Canada
$1.29M -$131K -275 -9%
CD
408
Chapin Davis
Maryland
$1.28M +$265K +555 +26%
MFAM
409
Motley Fool Asset Management
Virginia
$1.28M +$151K +316 +13%
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$1.27M +$51.9K +109 +4%
NL
411
NVWM LLC
Pennsylvania
$1.27M -$49.1K -103 -4%
NB
412
Norinchukin Bank
Japan
$1.27M -$17.2K -36 -1%
NCM
413
Northwest Capital Management
Oregon
$1.26M – – –
RWM
414
Ritholtz Wealth Management
New York
$1.26M +$19.1K +40 +2%
EGM
415
Engineers Gate Manager
New York
$1.26M -$5.73M -12,026 -82%
SPC
416
Spirepoint Private Client
Florida
$1.26M +$1.26M +2,635 New
ASN
417
Advisory Services Network
Georgia
$1.24M -$10K -21 -0.8%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M -$97.7K -205 -7%
BPA
419
Beacon Pointe Advisors
California
$1.21M +$45.8K +96 +4%
ET
420
Entropy Technologies
New York
$1.2M -$1.95M -4,093 -62%
HA
421
Harbor Advisors
Florida
$1.19M – – –
VI
422
Vestcor Inc
New Brunswick, Canada
$1.19M -$288K -605 -20%
Verition Fund Management
423
Verition Fund Management
Connecticut
$1.18M -$6.67K -14 -0.6%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M +$2.38K +5 +0.2%
ET
425
Equitable Trust
Tennessee
$1.17M – – –
15 16
17
18 19