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Gartner
IT

Overview Fund Activity

456 hedge funds and large institutions have $11.3B invested in Gartner in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 163 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
10.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
75
Increased
148
Reduced
163
Closed
46
Calls
$33.3M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$22.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.1M
2
BlackRock
2
BlackRock
New York
$801M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$26M
4
MCM
4
Melvin Capital Management
New York
$83.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$86.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$19.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$62.1M
3
Polen Capital Management
3
Polen Capital Management
Florida
$575M
4
Bank of America
4
Bank of America
North Carolina
$56.5M
5
ACM
5
Atlanta Capital Management
Georgia
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
451
Trustmark National Bank Trust Department
Mississippi
$1K – – –
Fidelity International
452
Fidelity International
Bermuda
$1K +$100 +1 +11%
TWA
453
TCI Wealth Advisors
Arizona
$1K +$1K +7 New
AIA
454
Alera Investment Advisors
Illinois
$1K +$1K +9 New
BCA
455
Berman Capital Advisors
Georgia
$1K +$1K +10 New
BHWM
456
Bay Harbor Wealth Management
Maryland
$1K +$1K +11 New
RHJA
457
Rice Hall James & Associates
California
– -$10.7M -67,744 Closed
BCPEM
458
Bain Capital Public Equity Management
Massachusetts
– -$10.2M -64,162 Closed
Twin Tree Management
459
Twin Tree Management
Texas
– -$7.05M -44,452 Closed
BAM
460
Bell Asset Management
Australia
– -$5.41M -34,105 Closed
CWM
461
Cornerstone Wealth Management
Missouri
– -$129K -15,931 Closed
DZ Bank
462
DZ Bank
Germany
– -$2.1M -13,251 Closed
Teacher Retirement System of Texas
463
Teacher Retirement System of Texas
Texas
– -$1.7M -10,742 Closed
QC
464
Quadrature Capital
United Kingdom
– -$1.05M -6,648 Closed
NIMI
465
Natixis Investment Managers International
France
– -$949K -5,985 Closed
HPC
466
HM Payson & Co
Maine
– -$634K -3,999 Closed
LMGAM
467
Liberty Mutual Group Asset Management
Massachusetts
– -$578K -3,647 Closed
HI
468
Horizon Investments
North Carolina
– -$455K -2,871 Closed
MSE
469
MUFG Securities EMEA
United Kingdom
– -$390K -2,462 Closed
GEM
470
Global Endowment Management
North Carolina
– -$385K -2,430 Closed
CC
471
ClearArc Capital
Ohio
– -$374K -2,362 Closed
Capital Fund Management (CFM)
472
Capital Fund Management (CFM)
France
– -$368K -2,323 Closed
CCM
473
Coldstream Capital Management
Washington
– -$283K -1,781 Closed
SFA
474
Sequoia Financial Advisors
Ohio
– -$282K -1,777 Closed
EGM
475
Engineers Gate Manager
New York
– -$268K -1,688 Closed
17 18
19
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