774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
451
Wolverine Asset Management
Illinois
$757K +$757K +2,162 New
BCM
452
Buckhead Capital Management
Georgia
$746K
COI
453
Connable Office Inc
Michigan
$736K
CICI
454
Capital Investment Counsel Inc
North Carolina
$732K
MC
455
Matisse Capital
Oregon
$729K -$35K -100 -5%
Verition Fund Management
456
Verition Fund Management
Connecticut
$718K -$1.4K -4 -0.2%
TWM
457
Thrive Wealth Management
Pennsylvania
$713K -$31.5K -90 -4%
EP
458
Edgestream Partners
New Jersey
$708K -$2.66M -7,591 -79%
NP
459
Nilsine Partners
Colorado
$694K -$21.4K -61 -3%
AO
460
Advisor OS
Illinois
$687K +$172K +492 +34%
SPWG
461
Syntegra Private Wealth Group
Missouri
$684K
WFC
462
Western Financial Corp
California
$680K +$701 +2 +0.1%
Impax Asset Management Group
463
Impax Asset Management Group
United Kingdom
$680K +$280K +800 +70%
DWM
464
Dakota Wealth Management
Florida
$679K +$72.9K +208 +12%
CIM
465
Contravisory Investment Management
Massachusetts
$678K +$9.11K +26 +1%
V
466
Veritable
Delaware
$666K -$15.4K -44 -2%
EWA
467
Exencial Wealth Advisors
Oklahoma
$659K -$6.73M -19,216 -91%
OTPPB
468
Ontario Teachers' Pension Plan Board
Ontario, Canada
$659K -$317K -905 -32%
RJT
469
Raymond James Trust
Florida
$657K -$21.7K -62 -3%
P
470
Pitcairn
Pennsylvania
$656K -$85.1K -243 -11%
PCS
471
Personal CFO Solutions
New Jersey
$652K -$188K -536 -22%
Connor, Clark & Lunn Investment Management (CC&L)
472
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K +$646K +1,845 New
CAAS
473
Capital Asset Advisory Services
Michigan
$643K -$1.09K -3 -0.2%
Cerity Partners
474
Cerity Partners
New York
$641K -$42.7K -122 -6%
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$635K +$356K +1,018 +128%