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Gartner
IT

Overview Fund Activity

773 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 268 increasing their positions, 307 reducing their positions, and 56 closing their positions.

Holders
773
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.19%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
268
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
2
Franklin Resources
California
$123M
3
Citadel Advisors
3
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
4
Brown Advisory
Maryland
$356M
5
JCM
5
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
2
Polen Capital Management
Florida
$684M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
4
Invesco
Georgia
$243M
5
Millennium Management
5
Millennium Management
New York
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$159M +$36.5M +105,292 +30%
PI
27
Putnam Investments
Massachusetts
$157M -$12.7M -36,394 -8%
Charles Schwab
28
Charles Schwab
California
$156M +$1.64M +4,671 +1%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$137M +$3.69M +10,544 +3%
BG
30
Bollard Group
Massachusetts
$134M +$344K +982 +0.3%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$128M -$15.2M -43,299 -11%
TCM
32
TimesSquare Capital Management
New York
$124M -$3.5M -10,001 -3%
Franklin Resources
33
Franklin Resources
California
$123M +$113M +321,981 +1,083%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$121M +$42.8M +122,106 +54%
Amundi
35
Amundi
France
$120M -$58.2M -167,788 -33%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$116M -$1.74M -4,960 -1%
MAM
37
Madison Asset Management
Wisconsin
$116M +$73.9K +211 +0.1%
Millennium Management
38
Millennium Management
New York
$113M -$77.6M -221,592 -41%
UBS AM
39
UBS AM
Illinois
$108M – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$108M +$17.9M +51,100 +20%
Wells Fargo
41
Wells Fargo
California
$106M -$11M -31,267 -9%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$105M +$1.46M +4,181 +1%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$105M -$6.96M -19,861 -6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$102M +$3.02M +8,625 +3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$100M -$9.84M -28,100 -9%
SEI Investments
46
SEI Investments
Pennsylvania
$95.7M +$2.47M +7,054 +3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$88.9M +$4.27M +12,182 +5%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$88.9M -$1.38M -3,932 -2%
AIM
49
Artemis Investment Management
United Kingdom
$87.8M -$20M -57,165 -19%
Citadel Advisors
50
Citadel Advisors
Florida
$86.6M +$82.6M +235,719 +2,047%
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