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Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$57.5M
3
ACM
Atlanta Capital Management
Georgia
$538M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$74.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$619M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.81M
4
Goldman Sachs
Goldman Sachs
New York
$58.9M
5
GIM
Generation Investment Management
United Kingdom
$868M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
426
Ellevest Inc
New York
$156K +$19.7K +123 +14%
LS
427
Livforsakringsbolaget Skandia
Sweden
$144K – – –
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$138K +$160 +1 +0.1%
O
429
Ossiam
France
$135K +$102K +641 +314%
PA
430
Parallel Advisors
California
$134K -$1.76K -11 -1%
TIM
431
Tortoise Investment Management
New York
$132K – – –
GWM
432
Geneos Wealth Management
Colorado
$131K +$8.16K +47 +7%
WT
433
Whittier Trust
California
$119K – – –
GLLW
434
Graves Light Lenhart Wealth
Virginia
$117K +$117K +729 New
RWB
435
RMR Wealth Builders
New Jersey
$116K +$116K +726 New
SAM
436
Shell Asset Management
Netherlands
$112K -$27.4K -172 -20%
CCA
437
Column Capital Advisors
Indiana
$111K -$2.41K -15 -2%
ASN
438
Advisory Services Network
Georgia
$109K -$42.5K -265 -28%
WTC
439
WhitTier Trust Company
Nevada
$101K – – –
FFG
440
Fortem Financial Group
California
$99K +$99K +620 New
PWPS
441
Pinnacle Wealth Planning Services
Ohio
$97K +$97K +604 New
FHC
442
First Horizon Corporation
Tennessee
$96K – – –
Bessemer Group
443
Bessemer Group
New Jersey
$87K +$7.43K +46 +9%
IFAM
444
Institutional & Family Asset Management
Colorado
$84K +$84K +526 New
HL
445
Harding Loevner
New Jersey
$74K – – –
IA
446
Inspire Advisors
Idaho
$73K +$73K +458 New
S
447
SignatureFD
Georgia
$72K +$2.09K +13 +3%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
D
449
Diversified
Delaware
$66K +$66K +525 New
VCM
450
Vigilant Capital Management
Maine
$64K – – –
16 17
18
19 20