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496 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, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
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
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
426
Rampart Investment Management
Connecticut
$35K -$108K -850 -75%
HNB
427
Huntington National Bank
Ohio
$35K
CAPTRUST Financial Advisors
428
CAPTRUST Financial Advisors
North Carolina
$34K +$25.7K +202 +281%
CAW
429
Cornerstone Advisors (Washington)
Washington
$30K -$1.14K -9 -4%
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$29K +$14K +110 +86%
APA
431
American Portfolios Advisors
New York
$28.1K
ST
432
Smithfield Trust
Pennsylvania
$28K +$4.96K +39 +22%
BFEC
433
Benjamin F. Edwards & Company
Missouri
$27K -$4.7K -37 -15%
TPCW
434
TD Private Client Wealth
New York
$26.6K
QCG
435
Quadrant Capital Group
Ohio
$26K -$8.77K -69 -25%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$26K +$25.4K +200 +2,857%
NNP
437
Nachman Norwood & Parrott
South Carolina
$26K +$26.1K +205 New
BCWM
438
Bartlett & Co Wealth Management
Ohio
$25.2K
BC
439
Bartlett & Co
Ohio
$25K
O
440
Ossiam
France
$25K +$18.1K +142 +229%
CT
441
Caldwell Trust
Florida
$25K
PMFA
442
Plante Moran Financial Advisors
Michigan
$24K +$3.18K +25 +15%
FRA
443
Front Row Advisors
California
$21K +$763 +6 +5%
PCM
444
Penserra Capital Management
California
$21K +$2.54K +20 +13%
CHA
445
Carmichael Hill & Associates
Maryland
$20K
GAM
446
Gemmer Asset Management
California
$20K
WB
447
Webster Bank
Connecticut
$19K
AF
448
Advisornet Financial
Minnesota
$19K +$10.2K +80 +107%
CCM
449
Covington Capital Management
California
$18K
PFWA
450
Paces Ferry Wealth Advisors
Georgia
$16K +$16.4K +129 New