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Gartner
IT

Overview Fund Activity

375 hedge funds and large institutions have $7.35B invested in Gartner in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 149 increasing their positions, 111 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+39
Holders Change %
+11.61%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
149
Reduced
111
Closed
16
Calls
$1.22M
Puts
$1.85M
Net Calls
-$636K
Net Calls Change
-$281K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.1M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$40.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$44M
4
Polen Capital Management
4
Polen Capital Management
Florida
$300M
5
BFA
5
BlackRock Fund Advisors
California
$384M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$426M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$194M
4
BAMCO Inc
4
BAMCO Inc
New York
$756M
5
Fidelity International
5
Fidelity International
Bermuda
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$62.4M +$20.8M +213,720 +50%
Invesco
27
Invesco
Georgia
$60.6M -$5.36M -54,988 -8%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$60.3M -$6.32M -64,896 -9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$54.8M +$2.08M +21,351 +4%
RA
30
Royce & Associates
New York
$46.8M +$146K +1,500 +0.3%
SO
31
STRS Ohio
Ohio
$45.5M -$30.7M -315,469 -40%
Wells Fargo
32
Wells Fargo
California
$45.3M +$1.13M +11,645 +3%
BG
33
BlackRock Group
United Kingdom
$44.9M +$1.73M +17,787 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$44.4M +$1.35M +13,900 +3%
FCM
35
Frontier Capital Management
Massachusetts
$44.3M -$1.27M -12,993 -3%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$44M +$39.9M +409,162 +952%
CWAM
37
Columbia Wanger Asset Management
Illinois
$42.6M -$20.1M -205,836 -32%
Bank of America
38
Bank of America
North Carolina
$41.1M +$5.02M +51,504 +14%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$40.5M +$40.5M +415,906 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$36.7M -$8.26M -84,773 -18%
NFA
41
Nationwide Fund Advisors
Ohio
$36M +$534K +5,487 +2%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$35.7M -$4.59M -47,080 -11%
Deutsche Bank
43
Deutsche Bank
Germany
$34.1M +$13.7M +140,641 +67%
Ameriprise
44
Ameriprise
Minnesota
$32.5M -$381K -3,914 -1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$32M +$5.56M +57,100 +21%
Principal Financial Group
46
Principal Financial Group
Iowa
$31M +$4.07M +41,796 +15%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$29.6M +$3.22M +33,081 +12%
EAM
48
EverPoint Asset Management
Connecticut
$28.4M +$28.4M +291,850 New
Renaissance Technologies
49
Renaissance Technologies
New York
$28.2M +$28.2M +289,800 New
UBS AM
50
UBS AM
Illinois
$28.1M +$655K +6,719 +2%
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