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Gartner
449 hedge funds and large institutions have $14B invested in Gartner in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
3% more funds holding
Funds holding: 437 → 449 (+12)
3% more capital invested
Capital invested by funds: $13.6B → $14B (+$395M)
2% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 156
10% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $12.6M
3.36% less ownership
Funds ownership: 100.41% → 97.05% (-3.4%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
53
Increased
153
Reduced
156
Closed
37
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.26M
Net Calls Change
+$3.07M
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$62.9M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$55.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$48M |
| 4 |
BlackRock
New York
|
+$25.3M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
+$24.2M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$290M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$79.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$65.6M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$49.6M |
| 5 |
NC
Nitorum Capital
New York
|
-$46.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
476
SeaCrest Wealth Management
Purchase,
New York
| – | -$7K | -45 | Closed |
|
|
LWA
477
Lenox Wealth Advisors
New York
| – | -$7K | -43 | Closed |
|
|
NWA
478
New World Advisors
Hingham,
Massachusetts
| – | -$6K | -41 | Closed |
|
|
MNBTD
479
Moody National Bank Trust Division
Galveston,
Texas
| – | -$5K | -33 | Closed |
|
|
KPW
480
Kore Private Wealth
New York
| – | -$4K | -24 | Closed |
|
|
LFA
481
Legacy Financial Advisors
Covington,
Kentucky
| – | -$3K | -20 | Closed |
|
|
DWM
482
Destination Wealth Management
Walnut Creek,
California
| – | -$3K | -19 | Closed |
|
483
Marshall Wace
London,
United Kingdom
| – | -$2K | -14 | Closed |
|
|
AIA
484
Alera Investment Advisors
Deerfield,
Illinois
| – | -$2K | -10 | Closed |
|
|
MAM
485
Meeder Asset Management
Dublin,
Ohio
| – | +$469 | +3 | New |
|