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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
426
Schechter Investment Advisors
Michigan
$1.17M +$18.1K +38 +2%
SPA
427
Sherbrooke Park Advisers
New York
$1.17M +$1.17M +2,457 New
IA
428
IFP Advisors
Florida
$1.16M +$11.4K +24 +1%
UFF
429
USA Financial Formulas
Michigan
$1.14M +$1.14M +2,394 New
NS
430
NBC Securities
Alabama
$1.14M +$99.6K +209 +10%
PA
431
PFG Advisors
Arizona
$1.14M +$22.9K +48 +2%
QCM
432
QRG Capital Management
Illinois
$1.13M +$83.4K +175 +8%
OAM
433
Ostrum Asset Management
France
$1.12M – – –
GCP
434
GSA Capital Partners
United Kingdom
$1.12M +$1.12M +2,352 New
TAMH
435
Taikang Asset Management (HK)
Hong Kong
$1.12M – – –
MWM
436
MorganRosel Wealth Management
Colorado
$1.11M +$109K +228 +11%
PA
437
Procyon Advisors
Connecticut
$1.1M -$57.2K -120 -5%
Harris Associates
438
Harris Associates
Illinois
$1.1M -$195K -409 -15%
SCA
439
Snowden Capital Advisors
New York
$1.08M +$29.6K +62 +3%
SRL
440
Scientech Research LLC
New Jersey
$1.08M +$1.08M +2,272 New
AO
441
Advisor OS
Illinois
$1.07M +$79.6K +167 +8%
WFC
442
Western Financial Corp
California
$1.05M +$234K +490 +29%
MF
443
Magnetar Financial
Illinois
$1.05M +$1.05M +2,201 New
CC
444
Chicago Capital
Illinois
$1.05M – – –
PIM
445
Plato Investment Management
Australia
$1.05M +$1.01M +2,112 +2,456%
TMAM
446
Tokio Marine Asset Management
Japan
$1.04M +$31.9K +67 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
447
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M -$4.29M -9,005 -80%
Focus Partners Wealth
448
Focus Partners Wealth
Massachusetts
$1.04M -$235K -494 -18%
MIM
449
Martin Investment Management
Florida
$1.03M +$1.03M +2,171 New
DAS
450
Diversify Advisory Services
Utah
$1.02M +$1.02M +2,134 New
16 17
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