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Gartner
IT

Overview Fund Activity

492 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+27
Holders Change %
+5.81%
% of All Funds
9.95%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
182
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.03M
Net Calls Change
+$286K

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$703M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$47.4M
3
MCM
Melvin Capital Management
New York
$209M
4
NC
Nitorum Capital
New York
$38.6M
5
Goldman Sachs
Goldman Sachs
New York
$80.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$542M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.19B
3
Principal Financial Group
Principal Financial Group
Iowa
$418M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M
5
Ameriprise
Ameriprise
Minnesota
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
426
Cornerstone Advisors (Washington)
Washington
$30K -$1.12K -9 -4%
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$29K +$13.4K +110 +86%
APA
428
American Portfolios Advisors
New York
$28.1K – – –
ST
429
Smithfield Trust
Pennsylvania
$28K +$4.96K +39 +22%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$27K -$4.69K -37 -15%
TPCW
431
TD Private Client Wealth
New York
$26.6K – – –
QCG
432
Quadrant Capital Group
Ohio
$26K -$8.58K -69 -25%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$26K +$25.1K +200 +2,857%
NNP
434
Nachman Norwood & Parrott
South Carolina
$26K +$26K +205 New
BCWM
435
Bartlett & Co Wealth Management
Ohio
$25.2K – – –
BC
436
Bartlett & Co
Ohio
$25K – – –
O
437
Ossiam
France
$25K +$17.4K +142 +229%
PMFA
438
Plante Moran Financial Advisors
Michigan
$24K +$3.11K +25 +15%
FRA
439
Front Row Advisors
California
$21K +$913 +6 +5%
PCM
440
Penserra Capital Management
California
$21K +$2.47K +20 +13%
GAM
441
Gemmer Asset Management
California
$20K – – –
CHA
442
Carmichael Hill & Associates
Maryland
$20K – – –
WB
443
Webster Bank
Connecticut
$19K – – –
AF
444
Advisornet Financial
Minnesota
$19K +$9.81K +80 +107%
CCM
445
Covington Capital Management
California
$18K – – –
PFWA
446
Paces Ferry Wealth Advisors
Georgia
$16K +$16K +129 New
WT
447
Washington Trust
Rhode Island
$15K -$49.4K -395 -77%
MAM
448
Meeder Asset Management
Ohio
$15K – – –
SIAS
449
Shine Investment Advisory Services
Colorado
$15K – – –
First Manhattan
450
First Manhattan
New York
$15K +$1.07K +9 +8%
16 17
18
19 20