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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
OTPPB
426
Ontario Teachers' Pension Plan Board
Ontario, Canada
$621K 2,043 -471 -19%
O
427
Ossiam
France
$613K 2,016 -281 -12%
RIM
428
Redpoint Investment Management
Australia
$611K 2,010 – –
TRCT
429
Tower Research Capital (TRC)
New York
$610K 2,007 +1,118 +126%
OAM
430
Optimal Asset Management
California
$609K 2,003 – –
NA
431
NewEdge Advisors
Louisiana
$595K 1,959 +1,959 New
RCA
432
Resonant Capital Advisors
Wisconsin
$579K 1,904 +376 +25%
YIH
433
Y-Intercept (HK)
Hong Kong
$579K 1,905 +1,905 New
TA
434
Tectonic Advisors
Texas
$577K 1,900 – –
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K 1,839 – –
ESCM
436
Echo Street Capital Management
New York
$557K 1,832 -1,683 -48%
Lazard Asset Management
437
Lazard Asset Management
New York
$555K 1,830 +1,634 +834%
VCM
438
Vigilant Capital Management
Maine
$553K 1,821 +93 +5%
IC
439
IEQ Capital
California
$546K 1,798 +316 +21%
QCM
440
Quantinno Capital Management
New York
$543K 1,787 +45 +3%
SCM
441
Spreng Capital Management
Ohio
$542K 1,770 – –
NIM
442
NuWave Investment Management
New Jersey
$541K 1,779 +1,779 New
FPW
443
Flagship Private Wealth
Massachusetts
$533K 1,753 – –
BCM
444
Brookstone Capital Management
Illinois
$532K 1,737 +1,737 New
HMS
445
Hanseatic Management Services
New Mexico
$530K 1,745 +1,745 New
SS
446
Simplicity Solutions
Minnesota
$525K 1,729 +251 +17%
GC
447
Gilbert & Cook
Iowa
$524K 1,726 +819 +90%
ETC
448
Exchange Traded Concepts
Oklahoma
$521K 1,715 +1,537 +863%
GIA
449
Granite Investment Advisors
New Hampshire
$520K 1,710 -120 -7%
FCBT
450
First Citizens Bank & Trust
North Carolina
$508K 1,670 +1,670 New
16 17
18
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