858 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+73
Holders Change %
+9.3%
% of All Funds
12.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
326
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
451
Buckhead Capital Management
Georgia
$961K
CD
452
Chapin Davis
Maryland
$960K +$960K +2,128 New
TMAM
453
Tokio Marine Asset Management
Japan
$959K +$144K +319 +18%
Squarepoint
454
Squarepoint
New York
$953K -$925K -2,050 -49%
MWM
455
MorganRosel Wealth Management
Colorado
$948K -$149K -330 -14%
COI
456
Connable Office Inc
Michigan
$947K
KIA
457
Knollwood Investment Advisory
Maryland
$947K +$947K +2,100 New
CICI
458
Capital Investment Counsel Inc
North Carolina
$943K
QI
459
Qtron Investments
Massachusetts
$937K
AO
460
Advisor OS
Illinois
$933K -$212K -470 -19%
RCA
461
Resonant Capital Advisors
Wisconsin
$922K -$61.8K -137 -6%
DI
462
DFPG Investments
Utah
$918K +$15.8K +37 +2%
ECM
463
Everence Capital Management
Indiana
$907K +$907K +2,010 New
IWC
464
Integrated Wealth Concepts
Massachusetts
$907K -$83.5K -185 -8%
TWM
465
Thrive Wealth Management
Pennsylvania
$898K +$7.22K +16 +0.8%
QT
466
Quantbot Technologies
New York
$897K +$9.02K +20 +1%
SPWG
467
Syntegra Private Wealth Group
Missouri
$886K +$4.51K +10 +0.5%
RJT
468
Raymond James Trust
Florida
$885K -$17.1K -38 -2%
P
469
Pitcairn
Pennsylvania
$885K -$902 -2 -0.1%
SFA
470
Sequoia Financial Advisors
Ohio
$876K +$456K +1,011 +109%
FI
471
FJ Investments
Utah
$870K +$870K +1,929 New
CIM
472
Contravisory Investment Management
Massachusetts
$868K -$12.2K -27 -1%
GIS
473
Grayhawk Investment Strategies
Alberta, Canada
$867K +$867K +1,921 New
Impax Asset Management Group
474
Impax Asset Management Group
United Kingdom
$859K
AWM
475
Accurate Wealth Management
Florida
$855K -$193K -434 -18%