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Gartner
IT

Overview Fund Activity

451 hedge funds and large institutions have $8.4B invested in Gartner in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 159 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-47
Holders Change %
-9.44%
% of All Funds
9.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
160
Reduced
159
Closed
102
Calls
$8.41M
Puts
$9.3M
Net Calls
-$887K
Net Calls Change
-$800K

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$397M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$413M
3
MCM
3
Melvin Capital Management
New York
$111M
4
DCP
4
Durable Capital Partners
Maryland
$49.2M
5
ACM
5
Atlanta Capital Management
Georgia
$252M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$25M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.5M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
GRP
427
Global Retirement Partners
California
$3K – – –
CHC
428
City Holding Co
West Virginia
$3K – – –
ECM
429
Estabrook Capital Management
New York
$2.59K – – –
KPW
430
Kore Private Wealth
New York
$2K -$90.2K -812 -98%
TFO
431
Tarbox Family Office
California
$2K -$1.37K -13 -41%
BAM
432
Bellevue Asset Management
Washington
$2K -$375 -3 -16%
AF
433
Allworth Financial
California
$2K – – –
GWS
434
Glassman Wealth Services
Virginia
$2K +$2K +17 New
FANJ
435
Financial Architects (New Jersey)
New Jersey
$2K +$2K +20 New
AP
436
Arlington Partners
Alabama
$2K +$2K +24 New
LWA
437
Lenox Wealth Advisors
New York
$2K +$2K +25 New
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2K – – –
GFPC
439
Global Financial Private Client
Florida
$1.03K – – –
JPLA
440
Joseph P. Lucia & Associates
New York
$1K – – –
PW
441
Price Wealth
Texas
$1K +$1K +9 New
PWMG
442
Prestige Wealth Management Group
New Jersey
$1K +$1K +10 New
BL
443
Balentine LLC
Georgia
$1K +$1K +12 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +15 New
SWA
445
Sutton Wealth Advisors
Florida
$896 -$697 -7 -44%
EW
446
Evoke Wealth
California
$597 -$2.69K -27 -82%
TI
447
tru Independence
Oregon
$2 – – –
Holocene Advisors
448
Holocene Advisors
New York
– -$157M -1,018,750 Closed
BAM
449
Burgundy Asset Management
Ontario, Canada
– -$45.8M -297,054 Closed
Baird Financial Group
450
Baird Financial Group
Wisconsin
– -$33.9M -219,726 Closed
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