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Gartner
IT

Overview Fund Activity

492 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, 182 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+27
Holders Change %
+5.81%
% of All Funds
9.95%
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
182
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.03M
Net Calls Change
+$286K

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$703M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$47.4M
3
MCM
Melvin Capital Management
New York
$209M
4
NC
Nitorum Capital
New York
$38.6M
5
Goldman Sachs
Goldman Sachs
New York
$80.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$542M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.19B
3
Principal Financial Group
Principal Financial Group
Iowa
$418M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M
5
Ameriprise
Ameriprise
Minnesota
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
476
Freestone Capital Holdings
Washington
$3.62K +$3.62K +29 New
AF
477
Allworth Financial
California
$3K – – –
CA
478
Crewe Advisors
Utah
$3K +$3K +22 New
ABC
479
Associated Banc-Corp
Wisconsin
$2K – – –
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
JCM
481
Jacobi Capital Management
Pennsylvania
$2K – – –
GWS
482
Glassman Wealth Services
Virginia
$2K – – –
BAM
483
Bellevue Asset Management
Washington
$2K – – –
LC
484
Lindbrook Capital
California
$2K +$500 +5 +33%
GFPC
485
Global Financial Private Client
Florida
$1.38K – – –
SWA
486
Sutton Wealth Advisors
Florida
$1.37K – – –
PCS
487
Personal CFO Solutions
New Jersey
$1K -$10 -49 -1%
BWM
488
BerganKDV Wealth Management
Minnesota
$1K – – –
PWMG
489
Prestige Wealth Management Group
New Jersey
$1K – – –
RA
490
Rational Advisors
New York
$1K +$1K +8 New
ESCM
491
Echo Street Capital Management
New York
– -$9.74M -80,265 Closed
GGPE
492
Golden Gate Private Equity
California
– -$2.21M -18,200 Closed
Voloridge Investment Management
493
Voloridge Investment Management
Florida
– -$1.76M -14,515 Closed
FRAF
494
Första AP-fonden
Sweden
– -$1.36M -11,200 Closed
LCM
495
Laurion Capital Management
New York
– -$1.33M -10,955 Closed
BAM
496
Blueshift Asset Management
New Jersey
– -$763K -6,287 Closed
Twin Tree Management
497
Twin Tree Management
Texas
– -$611K -5,035 Closed
Allianz Asset Management
498
Allianz Asset Management
Germany
– -$540K -4,447 Closed
MERSOM
499
Municipal Employees' Retirement System of Michigan
Michigan
– -$451K -3,720 Closed
SMFS
500
Squar Milner Financial Services
California
– -$387K -3,189 Closed
17 18 19
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