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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Washington Trust
Rhode Island
$15K -$50.2K -395 -77%
MAM
452
Meeder Asset Management
Ohio
$15K
SIAS
453
Shine Investment Advisory Services
Colorado
$15K
First Manhattan
454
First Manhattan
New York
$15K +$1.14K +9 +8%
CFA
455
Carroll Financial Associates
North Carolina
$14K
WEC
456
Winslow Evans & Crocker
Massachusetts
$14K
PP
457
Pacifica Partners
Canada
$13K
IA
458
IFP Advisors
Florida
$12K -$509 -4 -4%
BFC
459
Bedel Financial Consulting
Indiana
$11K
TFO
460
Tarbox Family Office
California
$11K
CI
461
CX Institutional
Indiana
$11K +$381 +3 +3%
AWM
462
Avior Wealth Management
Nebraska
$10K
LF
463
Lee Financial
Texas
$10K
SWM
464
Sugarloaf Wealth Management
Georgia
$10K
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$10K +$10.3K +81 New
BCA
466
Berman Capital Advisors
Georgia
$9K -$381 -3 -4%
OAJ
467
Ogorek Anthony Joseph
New York
$9K
SLF
468
Sun Life Financial
Ontario, Canada
$7K
ZB
469
Zions Bancorporation
Utah
$7K
BWM
470
BNC Wealth Management
Oregon
$7K +$6.99K +55 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$6K -$2.29K -18 -29%
EARNEST Partners
472
EARNEST Partners
Georgia
$6K
PFBT
473
Parkside Financial Bank & Trust
Missouri
$5K -$763 -6 -13%
VCM
474
Versant Capital Management
Arizona
$5K
Millennium Management
475
Millennium Management
New York
$4.44K -$53.1K -418 -1%