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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$178M
2
CCM
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
Victory Capital Management
Texas
$49.1M
4
JCM
Junto Capital Management
New York
$110M
5
Renaissance Technologies
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
Bares Capital Management
Texas
$53.4M
2
ACM
Atlanta Capital Management
Georgia
$507M
3
GIM
Generation Investment Management
United Kingdom
$898M
4
MCM
Melvin Capital Management
New York
$233M
5
Principal Financial Group
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
451
Ossiam
France
$174K +$19.7K +108 +13%
SIM
452
Sentry Investment Management
Wisconsin
$172K -$820K -4,483 -83%
NIM
453
NuWave Investment Management
New Jersey
$172K +$172K +941 New
POIA
454
Pin Oak Investment Advisors
Texas
$167K -$48.1K -264 -22%
LS
455
Livforsakringsbolaget Skandia
Sweden
$164K – – –
FPS
456
Fieldpoint Private Securities
Connecticut
$162K -$101K -556 -38%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$158K +$729 +4 +0.5%
PA
458
Parallel Advisors
California
$158K +$5.47K +30 +4%
GWM
459
Geneos Wealth Management
Colorado
$147K – – –
GLLW
460
Graves Light Lenhart Wealth
Virginia
$133K – – –
RWB
461
RMR Wealth Builders
New Jersey
$133K – – –
TIM
462
Tortoise Investment Management
New York
$132K -$18.3K -100 -12%
CAM
463
CenterStar Asset Management
Illinois
$130K – – –
S
464
SignatureFD
Georgia
$123K +$41.5K +228 +51%
CCA
465
Column Capital Advisors
Indiana
$117K -$8.73K -48 -7%
WTC
466
WhitTier Trust Company
Nevada
$115K – – –
FHC
467
First Horizon Corporation
Tennessee
$110K – – –
MAM
468
Meeder Asset Management
Ohio
$88K +$54.7K +300 +164%
SWM
469
Spire Wealth Management
Virginia
$87K +$87K +467 New
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$85K +$34.9K +191 +70%
ACM
471
Allred Capital Management
Texas
$75.2K +$75.2K +412 New
SAM
472
Shell Asset Management
Netherlands
$75K -$53.4K -292 -42%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
HFM
474
Harvest Fund Management
China
$69K +$47.2K +259 +216%
SOW
475
State of Wyoming
Wyoming
$69K +$69K +379 New
17 18
19
20 21