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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
401
Arkadios Wealth Advisors
Georgia
$1.34M +$168K +332 +14%
SPC
402
Spirepoint Private Client
Florida
$1.33M -$5.57K -11 -0.4%
PA
403
Procyon Advisors
Connecticut
$1.32M +$130K +256 +11%
EGM
404
Engineers Gate Manager
New York
$1.31M -$4.81M -9,492 -79%
VAS
405
Vestmark Advisory Solutions
Massachusetts
$1.3M -$3.04K -6 -0.2%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$1.3M +$18.8K +37 +1%
FTDI
407
First Trust Direct Indexing
Massachusetts
$1.3M +$63.9K +126 +5%
VWM
408
Venturi Wealth Management
Texas
$1.28M +$474K +935 +59%
HA
409
Harbor Advisors
Florida
$1.27M – – –
PA
410
PFG Advisors
Arizona
$1.25M -$6.08K -12 -0.5%
NMIMC
411
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M -$14.7K -29 -1%
FHB
412
First Hawaiian Bank
Hawaii
$1.22M +$687K +1,355 +129%
QI
413
Qtron Investments
Massachusetts
$1.22M +$166K +327 +16%
VF
414
Virtu Financial
New York
$1.22M +$1.22M +2,400 New
RWM
415
Ritholtz Wealth Management
New York
$1.2M -$2.03K -4 -0.2%
Verition Fund Management
416
Verition Fund Management
Connecticut
$1.2M +$30.4K +60 +3%
EFM
417
E Fund Management
China
$1.2M +$633K +1,250 +112%
HCM
418
Highview Capital Management
Illinois
$1.18M +$70.9K +140 +6%
SI
419
Stephens Inc
Arkansas
$1.16M -$160K -315 -12%
SIA
420
Schechter Investment Advisors
Michigan
$1.16M -$73.5K -145 -6%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M -$113K -222 -9%
CL
422
Choreo LLC
Illinois
$1.15M +$335K +669 +41%
TMAM
423
Tokio Marine Asset Management
Japan
$1.15M +$55.7K +110 +5%
CCM
424
Coldstream Capital Management
Washington
$1.15M +$109K +215 +11%
SPWG
425
Syntegra Private Wealth Group
Missouri
$1.15M +$2.53K +5 +0.2%
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