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Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$260M 577,413 -27,684 -5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$257M 568,640 -37,618 -6%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$233M 515,655 +24,762 +5%
First Trust Advisors
29
First Trust Advisors
Illinois
$232M 514,230 +458,963 +830%
UBS AM
30
UBS AM
Illinois
$210M 464,446 -55,599 -11%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$209M 463,145 -561 -0.1%
Charles Schwab
32
Charles Schwab
California
$208M 461,813 +10,828 +2%
BG
33
Bollard Group
Massachusetts
$172M 381,941 +65 +0%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$162M 359,653 -53,564 -13%
MAM
35
Madison Asset Management
Wisconsin
$155M 344,657 +9,538 +3%
American Century Companies
36
American Century Companies
Missouri
$154M 340,855 +40,749 +14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$148M 328,481 +32,355 +11%
Wells Fargo
38
Wells Fargo
California
$148M 327,711 -12,966 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$148M 327,440 +3,867 +1%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$144M 318,992 +33,630 +12%
DCP
41
Durable Capital Partners
Maryland
$138M 305,945 -90,923 -23%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$135M 299,949 -1,956 -0.6%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$133M 295,010 +3,837 +1%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$112M 247,494 +27,179 +12%
Swiss National Bank
45
Swiss National Bank
Switzerland
$111M 246,431 -7,800 -3%
Deutsche Bank
46
Deutsche Bank
Germany
$111M 245,014 +59,297 +32%
EAM
47
Eagle Asset Management
Florida
$110M 243,704 +441 +0.2%
TCM
48
TimesSquare Capital Management
New York
$110M 243,412 -92,031 -27%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$104M 225,260 +4,541 +2%
GT
50
Glenmede Trust
Pennsylvania
$104M 229,852 -30,385 -12%
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