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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
V
451
Veritable
Delaware
$503K 1,655 +14 +0.9%
WFC
452
Western Financial Corp
California
$488K 1,607 +1,607 New
LCM
453
Liberty Capital Management
Michigan
$486K 1,600 – –
CAN
454
Cetera Advisor Networks
California
$480K 1,578 -215 -12%
MA
455
Mutual Advisors
Nebraska
$480K 1,581 +1,581 New
PA
456
Procyon Advisors
Connecticut
$476K 1,566 -10 -0.6%
BAM
457
Burgundy Asset Management
Ontario, Canada
$476K 1,565 – –
KPW
458
Kore Private Wealth
New York
$476K 1,565 +221 +16%
AC
459
Avestar Capital
New York
$469K 1,542 +47 +3%
WA
460
Wealth Alliance
New York
$456K 1,501 +14 +0.9%
KMWM
461
Keudell/Morrison Wealth Management
Oregon
$452K 1,489 -41 -3%
GC
462
Globeflex Capital
California
$446K 1,468 – –
DJSG
463
D.J. St. Germain
Massachusetts
$442K 1,455 – –
IA
464
IndexIQ Advisors
New York
$442K 1,453 +28 +2%
HFM
465
Harvest Fund Management
China
$438K 1,444 +1,065 +281%
ECM
466
Everence Capital Management
Indiana
$435K 1,430 – –
CCP
467
Corient Capital Partners
California
$435K 1,433 +175 +14%
CAAS
468
Capital Asset Advisory Services
Michigan
$434K 1,429 +1,429 New
GT
469
Greenleaf Trust
Michigan
$432K 1,422 +86 +6%
PA
470
Profund Advisors
Maryland
$432K 1,423 +112 +9%
WAM
471
World Asset Management
Michigan
$425K 1,397 -206 -13%
PDN
472
Pensionfund DSM Netherlands
Netherlands
$425K 1,400 +1,400 New
LC
473
Loews Corp
New York
$401K 1,321 – –
EI
474
Ellevest Inc
New York
$394K 1,298 +18 +1%
VI
475
Vestcor Inc
New Brunswick, Canada
$386K 1,269 -219 -15%
17 18
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