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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
426
Resonant Capital Advisors
Wisconsin
$1.15M +$13.7K +27 +1%
MIA
427
MainStreet Investment Advisors
Illinois
$1.14M -$125K -247 -10%
WFC
428
Western Financial Corp
California
$1.13M -$8.62K -17 -0.8%
AAM
429
Advisors Asset Management
Colorado
$1.13M -$1.01K -2 -0.1%
KPWS
430
Kestra Private Wealth Services
Texas
$1.13M +$115K +226 +11%
PCA
431
Pallas Capital Advisors
Massachusetts
$1.12M +$291K +562 +35%
ET
432
Equitable Trust
Tennessee
$1.12M -$73.5K -145 -6%
CC
433
Chicago Capital
Illinois
$1.11M – – –
PIM
434
Plato Investment Management
Australia
$1.11M – – –
NL
435
NVWM LLC
Pennsylvania
$1.11M -$234K -461 -17%
MIM
436
Martin Investment Management
Florida
$1.1M – – –
VI
437
Vestcor Inc
New Brunswick, Canada
$1.09M -$175K -346 -14%
BCM
438
Buckhead Capital Management
Georgia
$1.08M – – –
COI
439
Connable Office Inc
Michigan
$1.06M – – –
CICI
440
Capital Investment Counsel Inc
North Carolina
$1.06M – – –
AP
441
Americana Partners
Texas
$1.03M +$317K +625 +44%
BPA
442
Beacon Pointe Advisors
California
$1.03M -$105K -207 -9%
ECM
443
Everence Capital Management
Indiana
$1.02M – – –
FWM
444
Fairhaven Wealth Management
Illinois
$1.01M +$29.9K +59 +3%
PAS
445
Point72 Asia (Singapore)
Singapore
$1M +$1M +1,978 New
SCA
446
Snowden Capital Advisors
New York
$997K -$146K -288 -13%
AC
447
AXQ Capital
New Jersey
$994K +$49.2K +97 +5%
CIM
448
Contravisory Investment Management
Massachusetts
$993K +$50.2K +99 +5%
MAS
449
Meeder Advisory Services
Ohio
$983K +$95.3K +188 +11%
SA
450
SpiderRock Advisors
Delaware
$978K +$3.04K +6 +0.3%
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