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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$69.5M -$640K -5,037 -0.9%
Legal & General Group
27
Legal & General Group
United Kingdom
$67.3M -$995K -7,825 -1%
MAM
28
Madison Asset Management
Wisconsin
$61.5M -$684K -5,380 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$55.2M -$2.36M -18,568 -4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$53.2M -$750K -5,900 -1%
ACA
31
Anchor Capital Advisors
Massachusetts
$53M +$321K +2,521 +0.6%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$50.2M +$5.63M +44,298 +12%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$47.4M +$44.1M +346,740 +1,072%
Morgan Stanley
34
Morgan Stanley
New York
$45.1M +$6.03M +47,387 +15%
BG
35
Bollard Group
Massachusetts
$43.2M +$15.9K +125 +0%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$41.7M -$6.37M -50,129 -13%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$41M -$1.06M -8,307 -2%
NC
38
Nitorum Capital
New York
$38.6M +$39.2M +308,645 New
UBS AM
39
UBS AM
Illinois
$36.7M -$1.12M -8,822 -3%
AAMU
40
AEGON Asset Management (UK)
United Kingdom
$34.9M +$1.13M +8,881 +3%
NC
41
Nicholas Company
Wisconsin
$34.9M -$16.5K -130 -0%
N
42
Nuveen
North Carolina
$33.9M -$2.03M -15,977 -6%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$32.5M +$4.43M +34,878 +15%
PPA
44
Parametric Portfolio Associates
Washington
$31.4M +$1.9M +14,921 +6%
Citigroup
45
Citigroup
New York
$31.1M +$5.17M +40,685 +20%
RAM
46
RWC Asset Management
United Kingdom
$30.1M +$1.39M +10,913 +5%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$29.6M -$17.9M -140,676 -37%
SBCM
48
Schwerin Boyle Capital Management
Massachusetts
$27.3M -$472K -3,714 -2%
GKIM
49
GW&K Investment Management
Massachusetts
$26.8M +$764K +6,011 +3%
NCL
50
Nishkama Capital LLC
Puerto Rico
$26.1M -$1.06M -8,374 -4%