IT icon

Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
451
Buckhead Capital Management
Georgia
$1.02M – – –
DZ Bank
452
DZ Bank
Germany
$1.01M +$844K +1,771 +499%
BHCM
453
Brevan Howard Capital Management
Jersey
$1.01M +$752K +1,577 +291%
Squarepoint
454
Squarepoint
New York
$1.01M +$953 +2 +0.1%
AWM
455
Avitas Wealth Management
California
$1.01M -$11.9K -25 -1%
KIA
456
Knollwood Investment Advisory
Maryland
$1M – – –
COI
457
Connable Office Inc
Michigan
$1M – – –
RIM
458
Rakuten Investment Management
Japan
$1,000K +$907K +1,903 +981%
CICI
459
Capital Investment Counsel Inc
North Carolina
$996K – – –
QI
460
Qtron Investments
Massachusetts
$990K – – –
RCA
461
Resonant Capital Advisors
Wisconsin
$981K +$6.2K +13 +0.6%
MME
462
Meag Munich Ergo
Germany
$980K -$6.56M -13,754 -87%
AAM
463
Advisors Asset Management
Colorado
$978K -$659K -1,383 -40%
A
464
AlphaQuest
New York
$973K +$973K +2,042 New
SPWG
465
Syntegra Private Wealth Group
Missouri
$936K – – –
HCM
466
Highview Capital Management
Illinois
$935K +$88.2K +185 +10%
CNBT
467
Canandaigua National Bank & Trust
New York
$931K -$221K -463 -19%
TWM
468
Thrive Wealth Management
Pennsylvania
$914K -$34.3K -72 -4%
FTDI
469
First Trust Direct Indexing
Massachusetts
$913K +$96.3K +202 +12%
KWA
470
Kingswood Wealth Advisors
California
$910K -$123K -257 -12%
AWA
471
Arkadios Wealth Advisors
Georgia
$910K +$163K +341 +22%
Impax Asset Management Group
472
Impax Asset Management Group
United Kingdom
$908K – – –
SA
473
SpiderRock Advisors
Delaware
$907K +$907K +1,911 New
IWC
474
Integrated Wealth Concepts
Massachusetts
$903K -$55.3K -116 -6%
CIM
475
Contravisory Investment Management
Massachusetts
$900K -$17.6K -37 -2%
17 18
19
20 21