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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$219M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.1B
2
GIM
2
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$737M
5
JCM
5
Junto Capital Management
New York
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
426
World Asset Management
Michigan
$388K -$26.6K -110 -6%
LCM
427
Liberty Capital Management
Michigan
$388K – – –
OWA
428
One Wealth Advisors
California
$385K +$385K +1,590 New
PA
429
Procyon Advisors
Connecticut
$382K -$125K -516 -25%
BAM
430
Burgundy Asset Management
Ontario, Canada
$379K – – –
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$372K +$16.2K +67 +5%
KMWM
432
Keudell/Morrison Wealth Management
Oregon
$371K -$115K -475 -24%
RCA
433
Resonant Capital Advisors
Wisconsin
$370K – – –
AC
434
Avestar Capital
New York
$362K +$362K +1,495 New
WA
435
Wealth Alliance
New York
$360K -$53K -219 -13%
VI
436
Vestcor Inc
New Brunswick, Canada
$360K -$41.9K -173 -10%
IC
437
IEQ Capital
California
$359K -$1.45K -6 -0.4%
B
438
BP
United Kingdom
$358K – – –
SS
439
Simplicity Solutions
Minnesota
$358K +$90.6K +374 +34%
GC
440
Globeflex Capital
California
$356K +$356K +1,468 New
DJSG
441
D.J. St. Germain
Massachusetts
$352K – – –
ZCA
442
Zeke Capital Advisors
Pennsylvania
$350K +$350K +1,447 New
ECM
443
Everence Capital Management
Indiana
$346K +$346K +1,430 New
IA
444
IndexIQ Advisors
New York
$345K +$8.23K +34 +2%
AS
445
Altshuler Shaham
Israel
$345K +$336K +1,386 +3,746%
CCM
446
Coldstream Capital Management
Washington
$337K +$1.7K +7 +0.5%
BS
447
Banco Santander
Spain
$336K +$336K +1,388 New
Wealthfront Advisers
448
Wealthfront Advisers
California
$328K +$42.6K +176 +15%
KPW
449
Kore Private Wealth
New York
$326K -$5.34K -22 -2%
GT
450
Greenleaf Trust
Michigan
$324K +$27.9K +115 +9%
16 17
18
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