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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$178M
2
CCM
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
Victory Capital Management
Texas
$49.1M
4
JCM
Junto Capital Management
New York
$110M
5
Renaissance Technologies
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
Bares Capital Management
Texas
$53.4M
2
ACM
Atlanta Capital Management
Georgia
$507M
3
GIM
Generation Investment Management
United Kingdom
$898M
4
MCM
Melvin Capital Management
New York
$233M
5
Principal Financial Group
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
426
IndexIQ Advisors
New York
$254K +$254K +1,391 New
CCM
427
Coldstream Capital Management
Washington
$253K +$10.1K +55 +4%
KPW
428
Kore Private Wealth
New York
$249K -$2.19K -12 -0.9%
LC
429
Loews Corp
New York
$242K – – –
SCM
430
Stevens Capital Management
Pennsylvania
$242K +$242K +1,327 New
Macquarie Group
431
Macquarie Group
Australia
$234K – – –
DCM
432
Dupont Capital Management
Delaware
$230K -$71K -389 -24%
CCA
433
Cadent Capital Advisors
Oklahoma
$230K -$11.9K -65 -5%
DWM
434
Dakota Wealth Management
Florida
$230K -$547 -3 -0.2%
EWA
435
EP Wealth Advisors
California
$229K +$229K +1,253 New
Axa
436
Axa
France
$224K -$11.3M -62,000 -98%
GT
437
Greenleaf Trust
Michigan
$223K +$223K +1,221 New
EFM
438
E Fund Management
China
$221K +$221K +1,210 New
ATPW
439
Ashton Thomas Private Wealth
Arizona
$219K +$219K +1,197 New
IFAM
440
Institutional & Family Asset Management
Colorado
$218K +$122K +668 +127%
DWT
441
Dorsey & Whitney Trust
South Dakota
$217K +$217K +1,189 New
Wealthfront Advisers
442
Wealthfront Advisers
California
$215K +$215K +1,180 New
ABC
443
Associated Banc-Corp
Wisconsin
$209K +$208K +2,089 +14,921%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
444
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$207K -$3.1K -17 -1%
EI
445
Ellevest Inc
New York
$207K +$28.9K +158 +16%
CCP
446
Corient Capital Partners
California
$206K +$206K +1,130 New
Cetera Investment Advisers
447
Cetera Investment Advisers
Illinois
$204K -$297K -1,629 -59%
SS
448
Simplicity Solutions
Minnesota
$202K +$202K +1,104 New
NICM
449
Neo Ivy Capital Management
New York
$196K +$196K +1,073 New
FMT
450
First Mercantile Trust
Tennessee
$181K -$25.6K -140 -12%
16 17
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