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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Coldstream Capital Management
Washington
$917K +$153K +341 +20%
JFG
452
Jefferies Financial Group
New York
$907K +$907K +2,020 New
Hudson Bay Capital Management
453
Hudson Bay Capital Management
Connecticut
$898K +$898K +2,000 New
KPWS
454
Kestra Private Wealth Services
Texas
$898K +$264K +589 +42%
AWM
455
Avitas Wealth Management
California
$894K -$53.4K -119 -6%
CF
456
Copperwynd Financial
Arizona
$889K +$151K +301 +20%
FWM
457
Fairhaven Wealth Management
Illinois
$872K +$341K +760 +64%
DZ Bank
458
DZ Bank
Germany
$872K -$82.6K -184 -9%
QC
459
Quadrature Capital
United Kingdom
$871K +$871K +1,943 New
PS
460
Principal Securities
Iowa
$871K +$92.5K +206 +12%
SA
461
SpiderRock Advisors
Delaware
$864K +$5.84K +13 +0.7%
Impax Asset Management Group
462
Impax Asset Management Group
United Kingdom
$855K – – –
TWM
463
Thrive Wealth Management
Pennsylvania
$852K -$8.98K -20 -1%
VEA
464
Virtus ETF Advisers
New York
$847K +$117K +260 +16%
AO
465
Advisor OS
Illinois
$837K -$167K -371 -17%
AC
466
AXQ Capital
New Jersey
$837K +$494K +1,101 +144%
CIM
467
Contravisory Investment Management
Massachusetts
$836K -$12.1K -27 -1%
ETC
468
Exchange Traded Concepts
Oklahoma
$830K +$516K +1,150 +165%
CG
469
Caprock Group
Idaho
$829K +$384K +856 +86%
P
470
Pitcairn
Pennsylvania
$826K -$14.4K -32 -2%
VSQM
471
V-Square Quantitative Management
Illinois
$826K +$95.2K +212 +13%
TSW
472
Three Seasons Wealth
Utah
$825K +$36.4K +81 +5%
DWM
473
Diversify Wealth Management
Utah
$823K +$823K +1,800 New
AFCM
474
Applied Finance Capital Management
Puerto Rico
$820K +$820K +1,827 New
WPC
475
Wedmont Private Capital
Pennsylvania
$792K +$50.1K +110 +7%
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