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469 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
451
Creative Financial Designs
Indiana
$4K +$3.93K +34 New
NG
452
NWK Group
California
$4K +$3.93K +34 New
ECM
453
Estabrook Capital Management
New York
$3.15K
AF
454
Allworth Financial
California
$3K
ABC
455
Associated Banc-Corp
Wisconsin
$2K -$241K -2,089 -99%
LC
456
Lindbrook Capital
California
$2K -$1.85K -16 -52%
BAM
457
Bellevue Asset Management
Washington
$2K
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GWS
459
Glassman Wealth Services
Virginia
$2K +$116 +1 +6%
JCM
460
Jacobi Capital Management
Pennsylvania
$2K +$1.73K +15 New
SWA
461
Sutton Wealth Advisors
Florida
$1.33K +$231 +2 +22%
GFPC
462
Global Financial Private Client
Florida
$1.32K
CFG
463
Citizens Financial Group
Rhode Island
$1K
JPLA
464
Joseph P. Lucia & Associates
New York
$1K
PWMG
465
Prestige Wealth Management Group
New Jersey
$1K
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$1K +$809 +7 New
BWM
467
BerganKDV Wealth Management
Minnesota
$1K +$924 +8 New
TI
468
tru Independence
Oregon
$2
DCP
469
Durable Capital Partners
Maryland
-$49.2M -493,755 Closed
First Trust Advisors
470
First Trust Advisors
Illinois
-$9.64M -96,830 Closed
Balyasny Asset Management
471
Balyasny Asset Management
Illinois
-$7.04M -70,653 Closed
Alyeska Investment Group
472
Alyeska Investment Group
Illinois
-$3.75M -37,691 Closed
ECM
473
ExodusPoint Capital Management
New York
-$3.73M -37,460 Closed
VRS
474
Virginia Retirement Systems
Virginia
-$2.94M -29,500 Closed
LCM
475
Liberty Capital Management
Michigan
-$2.5M -25,119 Closed