IT icon

Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
426
Equitable Trust
Tennessee
$1.06M -$47.2K -105 -4%
PA
427
Procyon Advisors
Connecticut
$1.05M +$16.6K +37 +2%
Verition Fund Management
428
Verition Fund Management
Connecticut
$1.04M -$76.8K -171 -7%
AWA
429
Arkadios Wealth Advisors
Georgia
$1.04M +$178K +396 +21%
P
430
&Partners
Tennessee
$1.02M +$1.02M +2,282 New
SAM
431
Strategy Asset Managers
California
$1.02M +$1.02M +2,925 New
SPWG
432
Syntegra Private Wealth Group
Missouri
$1.01M +$133K +296 +15%
SCA
433
Snowden Capital Advisors
New York
$1.01M -$7.19K -16 -0.7%
WFC
434
Western Financial Corp
California
$1.01M +$21.1K +47 +2%
RCA
435
Resonant Capital Advisors
Wisconsin
$1M +$80.8K +180 +9%
BPA
436
Beacon Pointe Advisors
California
$1M -$135K -301 -12%
AAM
437
Advisors Asset Management
Colorado
$1M +$81.7K +182 +9%
Nomura Holdings
438
Nomura Holdings
Japan
$991K +$711K +1,583 +254%
CC
439
Chicago Capital
Illinois
$988K – – –
PIM
440
Plato Investment Management
Australia
$987K – – –
HCM
441
Highview Capital Management
Illinois
$983K +$103K +229 +12%
MIM
442
Martin Investment Management
Florida
$975K – – –
TMAM
443
Tokio Marine Asset Management
Japan
$971K -$13K -29 -1%
BCM
444
Buckhead Capital Management
Georgia
$956K – – –
KWA
445
Kingswood Wealth Advisors
California
$952K +$94.3K +210 +11%
Squarepoint
446
Squarepoint
New York
$945K -$4.49K -10 -0.5%
COI
447
Connable Office Inc
Michigan
$943K – – –
CICI
448
Capital Investment Counsel Inc
North Carolina
$939K – – –
QI
449
Qtron Investments
Massachusetts
$932K – – –
MWM
450
MorganRosel Wealth Management
Colorado
$923K -$123K -274 -12%
16 17
18
19 20