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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$169M 556,366 -3,263 -0.6%
TCM
27
TimesSquare Capital Management
New York
$166M 547,400 -230,200 -30%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$153M 502,537 +151,852 +43%
Morgan Stanley
29
Morgan Stanley
New York
$146M 481,078 -65,044 -12%
Charles Schwab
30
Charles Schwab
California
$142M 468,002 -268,109 -36%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$136M 446,811 +446,811 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$131M 424,448 +52,477 +14%
BG
33
Bollard Group
Massachusetts
$114M 376,684 +60 +0%
UBS AM
34
UBS AM
Illinois
$110M 361,027 +16,481 +5%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$108M 356,724 +1,949 +0.5%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$107M 351,381 -13,270 -4%
ACA
37
Anchor Capital Advisors
Massachusetts
$105M 346,067 -44,457 -11%
MAM
38
Madison Asset Management
Wisconsin
$105M 344,941 -133,764 -28%
Swiss National Bank
39
Swiss National Bank
Switzerland
$103M 340,406 -21,300 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$101M 333,781 -33,018 -9%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$101M 333,681 -35,339 -10%
PPA
42
Parametric Portfolio Associates
Washington
$99.8M 328,343 +23,678 +8%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$85.8M 282,281 -86,894 -24%
Victory Capital Management
44
Victory Capital Management
Texas
$83.6M 275,185 -19,010 -6%
GKIM
45
GW&K Investment Management
Massachusetts
$81.3M 267,561 -105,207 -28%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$79.3M 261,080 -491,995 -65%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$77.8M 256,042 -9,984 -4%
Prudential Financial
48
Prudential Financial
New Jersey
$76.5M 251,863 -41,232 -14%
First Trust Advisors
49
First Trust Advisors
Illinois
$74.7M 245,978 +18,801 +8%
AAMU
50
AEGON Asset Management (UK)
United Kingdom
$70.9M 233,145 -67,527 -22%
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