IT icon

Gartner
IT

Overview Fund Activity

465 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, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
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
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$613M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$631M
3
Polen Capital Management
3
Polen Capital Management
Florida
$742M
4
ACM
4
Atlanta Capital Management
Georgia
$363M
5
MCM
5
Melvin Capital Management
New York
$164M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$306M
2
WRF
2
Waddell & Reed Financial
Kansas
$31.3M
3
DCP
3
Durable Capital Partners
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.88M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
451
Associated Banc-Corp
Wisconsin
$2K -$298K -2,089 -99%
LC
452
Lindbrook Capital
California
$2K -$2.13K -16 -52%
BAM
453
Bellevue Asset Management
Washington
$2K – – –
EFSCE
454
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GWS
455
Glassman Wealth Services
Virginia
$2K +$111 +1 +6%
JCM
456
Jacobi Capital Management
Pennsylvania
$2K +$2K +15 New
SWA
457
Sutton Wealth Advisors
Florida
$1.34K +$243 +2 +22%
GFPC
458
Global Financial Private Client
Florida
$1.32K – – –
JPLA
459
Joseph P. Lucia & Associates
New York
$1K – – –
PWMG
460
Prestige Wealth Management Group
New Jersey
$1K – – –
CFG
461
Citizens Financial Group
Rhode Island
$1K – – –
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +7 New
BWM
463
BerganKDV Wealth Management
Minnesota
$1K +$1K +8 New
TI
464
tru Independence
Oregon
$2 – – –
DCP
465
Durable Capital Partners
Maryland
– -$49.2M -493,755 Closed
First Trust Advisors
466
First Trust Advisors
Illinois
– -$9.64M -96,830 Closed
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
– -$7.04M -70,653 Closed
Alyeska Investment Group
468
Alyeska Investment Group
Illinois
– -$3.75M -37,691 Closed
ECM
469
ExodusPoint Capital Management
New York
– -$3.73M -37,460 Closed
VRS
470
Virginia Retirement Systems
Virginia
– -$2.94M -29,500 Closed
LCM
471
Liberty Capital Management
Michigan
– -$2.5M -25,119 Closed
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
– -$2.23M -22,356 Closed
CC
473
Cipher Capital
New York
– -$2.06M -20,680 Closed
Wolverine Trading
474
Wolverine Trading
Illinois
– -$1.51M -13,972 Closed
PCM
475
Prana Capital Management
Connecticut
– -$991K -9,957 Closed
17 18
19
20 21