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Gartner
IT

Overview Fund Activity

866 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 309 reducing their positions, and 83 closing their positions.

Holders
866
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
328
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$267M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$852M
3
BlackRock
3
BlackRock
New York
$2.89B
4
Goldman Sachs
4
Goldman Sachs
New York
$369M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$888M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$349M
2
AI
2
Axiom Investors
Connecticut
$172M
3
Brown Advisory
3
Brown Advisory
Maryland
$421M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$673M
5
GIM
5
Generation Investment Management
United Kingdom
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$264M +$57.2M +127,323 +28%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$263M +$25.6M +56,908 +11%
Legal & General Group
28
Legal & General Group
United Kingdom
$257M -$1.01M -2,257 -0.4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$234M -$3.33M -7,419 -1%
Charles Schwab
30
Charles Schwab
California
$218M +$6.13M +13,655 +3%
MAM
31
Madison Asset Management
Wisconsin
$192M +$17.2M +38,375 +10%
AI
32
Axiom Investors
Connecticut
$172M -$149M -330,869 -46%
BG
33
Bollard Group
Massachusetts
$172M +$338K +752 +0.2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$168M -$35.1M -78,063 -17%
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$167M +$9.14M +20,356 +6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$160M +$5.69M +12,670 +4%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$157M -$29.3M -65,215 -16%
American Century Companies
38
American Century Companies
Missouri
$150M +$6.39M +14,220 +4%
Wells Fargo
39
Wells Fargo
California
$150M +$6.64M +14,781 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$141M +$25.8M +57,414 +22%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$141M +$24.7M +55,019 +21%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$140M -$8.73M -19,446 -6%
Amundi
43
Amundi
France
$140M +$17.2M +38,502 +14%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$132M -$1.15M -2,573 -0.9%
Fayez Sarofim & Co
45
Fayez Sarofim & Co
Texas
$130M +$30M +66,882 +30%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$117M -$626K -1,394 -0.5%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$115M +$3.92M +8,726 +4%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$115M +$6.04M +13,453 +6%
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$114M -$15.6M -34,652 -12%
Millennium Management
50
Millennium Management
New York
$108M -$5.15M -11,479 -5%
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