762 hedge funds and large institutions have $26.1B invested in Gartner in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 234 increasing their positions, 302 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+72
Holders Change %
+10.43%
% of All Funds
12.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
127
Increased
234
Reduced
302
Closed
42
Calls
$153M
Puts
$57.7M
Net Calls
+$95.7M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
V
451
Veritable
Delaware
$653K +$63.5K +189 +11%
CAAS
452
Capital Asset Advisory Services
Michigan
$652K -$510K -1,475 -44%
TWM
453
Thrive Wealth Management
Pennsylvania
$651K +$38.3K +114 +6%
WI
454
WrapManager Inc
California
$651K +$9.41K +28 +1%
AI
455
AXS Investments
New York
$644K +$644K +1,916 New
DT
456
Diversified Trust
Tennessee
$643K +$11.4K +34 +2%
ZCA
457
Zeke Capital Advisors
Pennsylvania
$642K -$1.08M -3,214 -63%
MC
458
Matisse Capital
Oregon
$632K +$632K +1,880 New
LWAC
459
Laurel Wealth Advisors (California)
California
$625K -$1.68K -5 -0.3%
WFC
460
Western Financial Corp
California
$625K -$166K -493 -21%
DGAM
461
Desjardins Global Asset Management
Quebec, Canada
$619K +$29.2K +87 +5%
NW
462
NewEdge Wealth
Pennsylvania
$619K -$132K -392 -18%
FTDI
463
First Trust Direct Indexing
Massachusetts
$617K -$84K -250 -12%
NAG
464
Northstar Advisory Group
New Jersey
$610K +$610K +1,814 New
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$605K +$91.8K +273 +18%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$604K
FPW
467
Flagship Private Wealth
Massachusetts
$589K
GT
468
Greenleaf Trust
Michigan
$581K +$53.2K +158 +10%
CF
469
Copperwynd Financial
Arizona
$575K -$91.4K -272 -14%
GC
470
Guggenheim Capital
Illinois
$574K -$1.27M -3,786 -69%
CCM
471
Coldstream Capital Management
Washington
$570K +$570K +1,696 New
AMR
472
Asset Management Resources
Massachusetts
$564K
SC
473
Sepio Capital
Utah
$562K -$441K -1,312 -44%
CCIA
474
Campbell & Co Investment Adviser
Maryland
$560K +$560K +1,666 New
BAAM
475
Baker Avenue Asset Management
California
$557K +$90.4K +269 +19%