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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
401
Tower Research Capital (TRC)
New York
$1.24M -$1.96M -4,362 -61%
CA
402
Cornerstone Advisory
Maryland
$1.24M -$56.6K -126 -4%
FFG
403
Fortem Financial Group
California
$1.24M -$28.7K -64 -2%
NB
404
Norinchukin Bank
Japan
$1.23M +$33.7K +75 +3%
IFWM
405
Institute for Wealth Management
Colorado
$1.22M – – –
NW
406
NewEdge Wealth
Pennsylvania
$1.21M -$181K -403 -13%
EF
407
Empirical Finance
Pennsylvania
$1.2M -$101K -226 -8%
SPA
408
Sherbrooke Park Advisers
New York
$1.2M +$96.5K +215 +9%
NCM
409
Northwest Capital Management
Oregon
$1.19M – – –
NL
410
NVWM LLC
Pennsylvania
$1.19M -$6.29K -14 -0.5%
SPC
411
Spirepoint Private Client
Florida
$1.18M -$449 -1 -0%
JF
412
Jump Financial
Illinois
$1.17M -$4.97M -11,077 -81%
SI
413
Stephens Inc
Arkansas
$1.17M -$56.1K -125 -5%
QCM
414
QRG Capital Management
Illinois
$1.17M +$106K +235 +10%
VAS
415
Vestmark Advisory Solutions
Massachusetts
$1.16M -$124K -276 -10%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$1.13M -$105K -233 -8%
MIA
417
MainStreet Investment Advisors
Illinois
$1.12M -$89.8K -200 -7%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.12M -$30.5K -68 -3%
HA
419
Harbor Advisors
Florida
$1.12M – – –
VI
420
Vestcor Inc
New Brunswick, Canada
$1.12M – – –
PA
421
PFG Advisors
Arizona
$1.11M +$41.3K +92 +4%
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M -$898 -2 -0.1%
SIA
423
Schechter Investment Advisors
Michigan
$1.09M -$11.2K -25 -1%
FTDI
424
First Trust Direct Indexing
Massachusetts
$1.09M +$232K +516 +27%
RWM
425
Ritholtz Wealth Management
New York
$1.07M -$118K -262 -10%
15 16
17
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