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469 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
426
Bedel Financial Consulting
Indiana
$11K
CI
427
CX Institutional
Indiana
$11K +$1.5K +13 +17%
TFO
428
Tarbox Family Office
California
$11K +$8.32K +72 +379%
AWM
429
Avior Wealth Management
Nebraska
$10K
AF
430
Advisornet Financial
Minnesota
$9K
CAC
431
Certified Advisory Corp
Florida
$9K
LF
432
Lee Financial
Texas
$9K
OAJ
433
Ogorek Anthony Joseph
New York
$9K
SWM
434
Sugarloaf Wealth Management
Georgia
$9K
EWP
435
Engrave Wealth Partners
Texas
$9K +$924 +8 +12%
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$9K +$8.32K +72 New
BCA
437
Berman Capital Advisors
Georgia
$9K +$9.24K +80 New
O
438
Ossiam
France
$8K -$108K -934 -94%
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$8K +$2.77K +24 +62%
ZB
440
Zions Bancorporation
Utah
$7K -$347 -3 -5%
SLF
441
Sun Life Financial
Ontario, Canada
$7K
ETC
442
Exchange Traded Concepts
Oklahoma
$7K +$2.66K +23 +70%
EARNEST Partners
443
EARNEST Partners
Georgia
$6K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$6K
PAG
445
Private Advisor Group
New Jersey
$6K +$5.78K +50 New
VCM
446
Versant Capital Management
Arizona
$5K +$693 +6 +14%
BL
447
Balentine LLC
Georgia
$5K +$3.23K +28 +233%
CHC
448
City Holding Co
West Virginia
$4K
GRP
449
Global Retirement Partners
California
$4K
FANJ
450
Financial Architects (New Jersey)
New Jersey
$4K +$1.85K +16 +80%