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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
476
City Holding Co
West Virginia
$4K
CFD
477
Creative Financial Designs
Indiana
$4K
GRP
478
Global Retirement Partners
California
$4K
FFA
479
Founders Financial Alliance
North Carolina
$4K +$4.32K +34 New
FCH
480
Freestone Capital Holdings
Washington
$3.62K +$3.69K +29 New
AF
481
Allworth Financial
California
$3K
CA
482
Crewe Advisors
Utah
$3K +$2.8K +22 New
ABC
483
Associated Banc-Corp
Wisconsin
$2K
BAM
484
Bellevue Asset Management
Washington
$2K
EFSCE
485
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GWS
486
Glassman Wealth Services
Virginia
$2K
JCM
487
Jacobi Capital Management
Pennsylvania
$2K
LC
488
Lindbrook Capital
California
$2K +$636 +5 +33%
GFPC
489
Global Financial Private Client
Florida
$1.38K
SWA
490
Sutton Wealth Advisors
Florida
$1.37K
PCS
491
Personal CFO Solutions
New Jersey
$1K -$6.23K -49 -1%
BWM
492
BerganKDV Wealth Management
Minnesota
$1K
PWMG
493
Prestige Wealth Management Group
New Jersey
$1K
RA
494
Rational Advisors
New York
$1K +$1.02K +8 New
ESCM
495
Echo Street Capital Management
New York
-$9.74M -80,265 Closed
GGPE
496
Golden Gate Private Equity
California
-$2.21M -18,200 Closed
Voloridge Investment Management
497
Voloridge Investment Management
Florida
-$1.76M -14,515 Closed
FAF
498
Första AP-fonden
Sweden
-$1.36M -11,200 Closed
LCM
499
Laurion Capital Management
New York
-$1.33M -10,955 Closed
BAM
500
Blueshift Asset Management
New Jersey
-$763K -6,287 Closed