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Gartner
IT

Overview Fund Activity

443 hedge funds and large institutions have $12.5B invested in Gartner in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 125 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
9.73%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
52
Increased
184
Reduced
125
Closed
55
Calls
$13.4M
Puts
$16.6M
Net Calls
-$3.21M
Net Calls Change
-$1.96M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$337M
2
ACM
Atlanta Capital Management
Georgia
$296M
3
WRF
Waddell & Reed Financial
Kansas
$47.5M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$118M
5
MCM
Melvin Capital Management
New York
$114M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$114M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$891M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13M
4
Citadel Advisors
Citadel Advisors
Florida
$14.6M
5
TCM
TimesSquare Capital Management
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Allworth Financial
California
$3K – – –
TFO
427
Tarbox Family Office
California
$3K – – –
EWA
428
Evolution Wealth Advisors
Florida
$2K – – –
HI
429
Hudock Inc
Pennsylvania
$2K – – –
SAM
430
Shamrock Asset Management
Texas
$2K – – –
BHWM
431
Bay Harbor Wealth Management
Maryland
$2K – – –
IA
432
IFP Advisors
Florida
$2K +$2K +17 New
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72K +$1.72K +12 New
SWA
434
Sutton Wealth Advisors
Florida
$1.57K -$1K -7 -39%
CAW
435
Cornerstone Advisors (Washington)
Washington
$1K -$2K -10 -67%
BCA
436
Berman Capital Advisors
Georgia
$1K – – –
Fidelity International
437
Fidelity International
Bermuda
$1K – – –
JPLA
438
Joseph P. Lucia & Associates
New York
$1K – – –
WWM
439
Willingdon Wealth Management
North Carolina
$1K +$1K +6 New
AA
440
Advisory Alpha
Michigan
$425 +$425 +3 New
Los Angeles Capital Management
441
Los Angeles Capital Management
California
– -$25M -155,091 Closed
Balyasny Asset Management
442
Balyasny Asset Management
Illinois
– -$13.7M -85,209 Closed
Schroder Investment Management Group
443
Schroder Investment Management Group
United Kingdom
– -$11.2M -69,634 Closed
MCM
444
McKinley Capital Management
Alaska
– -$5.19M -32,250 Closed
USAA
445
United Services Automobile Association
Texas
– -$4.76M -29,590 Closed
QIM
446
Quantitative Investment Management
Virginia
– -$3.3M -20,504 Closed
TG
447
TCW Group
California
– -$2.88M -17,897 Closed
QIM
448
Quest Investment Management
Oregon
– -$2.81M -17,474 Closed
MSV
449
MN Services Vermogensbeheer
Netherlands
– -$2.48M -15,380 Closed
Squarepoint
450
Squarepoint
New York
– -$1.91M -11,845 Closed
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