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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
451
Blueshift Asset Management
New Jersey
$972K +$972K +1,919 New
AFCM
452
Applied Finance Capital Management
Puerto Rico
$971K +$45.1K +89 +5%
CF
453
Copperwynd Financial
Arizona
$967K +$68.4K +135 +8%
Impax Asset Management Group
454
Impax Asset Management Group
United Kingdom
$965K – – –
WPC
455
Wedmont Private Capital
Pennsylvania
$957K +$70.4K +138 +8%
PL
456
Perpetual Ltd
Australia
$955K +$66.9K +132 +8%
VEA
457
Virtus ETF Advisers
New York
$953K -$3.04K -6 -0.3%
TWM
458
Thrive Wealth Management
Pennsylvania
$951K -$11.1K -22 -1%
TSW
459
Three Seasons Wealth
Utah
$938K +$6.59K +13 +0.7%
AWM
460
Avitas Wealth Management
California
$936K -$73K -144 -7%
CG
461
Caprock Group
Idaho
$934K -$1.52K -3 -0.2%
WI
462
Wahed Invest
New York
$927K +$83.1K +164 +10%
VSQM
463
V-Square Quantitative Management
Illinois
$920K -$12.2K -24 -1%
KWA
464
Kingswood Wealth Advisors
California
$903K -$171K -338 -16%
WSFS
465
Wilmington Savings Fund Society
Delaware
$897K +$897K +1,771 New
MCC
466
Money Concepts Capital
Florida
$892K +$114K +225 +15%
AO
467
Advisor OS
Illinois
$889K -$55.7K -110 -6%
FPW
468
Flagship Private Wealth
Massachusetts
$888K – – –
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$887K – – –
PCS
470
Personal CFO Solutions
New Jersey
$883K +$6.59K +13 +0.8%
DWM
471
Diversify Wealth Management
Utah
$882K -$55.7K -107 -6%
MWM
472
MorganRosel Wealth Management
Colorado
$878K -$164K -324 -16%
EI
473
Ellevest Inc
New York
$872K +$29.4K +58 +3%
EGWAG
474
Elwood & Goetz Wealth Advisory Group
Georgia
$869K – – –
PAI
475
Pittenger & Anderson Inc
Nebraska
$867K +$514K +1,015 +146%
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