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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$178M
2
CCM
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
Victory Capital Management
Texas
$49.1M
4
JCM
Junto Capital Management
New York
$110M
5
Renaissance Technologies
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
Bares Capital Management
Texas
$53.4M
2
ACM
Atlanta Capital Management
Georgia
$507M
3
GIM
Generation Investment Management
United Kingdom
$898M
4
MCM
Melvin Capital Management
New York
$233M
5
Principal Financial Group
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$65K +$3.74K +21 +6%
SAM
477
Sycomore Asset Management
France
$59K +$59K +326 New
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$57K – – –
T
479
TOBAM
France
$56K – – –
QCG
480
Quadrant Capital Group
Ohio
$55K +$6.15K +34 +13%
HNB
481
Huntington National Bank
Ohio
$51K – – –
WT
482
Whittier Trust
California
$50K -$85.9K -471 -63%
CIA
483
CSat Investment Advisory
Michigan
$49K -$1.47K -8 -3%
AP
484
Arlington Partners
Alabama
$46K – – –
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$46K +$4.56K +25 +11%
PCG
486
Private Capital Group
Connecticut
$45K -$2.37K -13 -5%
APA
487
American Portfolios Advisors
New York
$44K +$2.92K +16 +7%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$43K +$11.2K +62 +35%
TPCW
489
TD Private Client Wealth
New York
$42.5K +$1.28K +7 +3%
Simplex Trading
490
Simplex Trading
Illinois
$41K +$41K +227 New
AAM
491
Advisors Asset Management
Colorado
$40K -$14.7K -81 -27%
CFGS
492
Concourse Financial Group Securities
Alabama
$40K +$4.55K +25 +13%
BCA
493
Berman Capital Advisors
Georgia
$40K +$24.8K +139 +164%
PCM
494
Penserra Capital Management
California
$39K +$5.81K +32 +17%
BC
495
Bartlett & Co
Ohio
$38K – – –
WAM
496
Wolverine Asset Management
Illinois
$38K +$38K +213 New
BCWM
497
Bartlett & Co Wealth Management
Ohio
$37.8K – – –
KPCM
498
Kings Point Capital Management
New York
$37K – – –
Lazard Asset Management
499
Lazard Asset Management
New York
$34K +$34K +190 New
First Manhattan
500
First Manhattan
New York
$33K +$10.6K +60 +48%
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