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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
476
Ellevest Inc
New York
$436K 1,303 +5 +0.4%
MC
477
Machina Capital
France
$435K 1,300 +1,300 New
FHA
478
First Horizon Advisors
Tennessee
$425K 1,274 +28 +2%
VAM
479
Vienna Asset Management
California
$425K 1,271 +1,271 New
EWA
480
EP Wealth Advisors
California
$408K 1,221 +15 +1%
AA
481
ALPS Advisors
Colorado
$396K 1,184 +14 +1%
TWM
482
Thrive Wealth Management
Pennsylvania
$390K 1,168 +1,168 New
SBH
483
Segall Bryant & Hamill
Illinois
$385K 1,152 – –
IA
484
Inspire Advisors
Idaho
$383K 1,144 +1,144 New
ARG
485
Advisory Resource Group
Oklahoma
$381K 1,296 +1,296 New
DWM
486
Drive Wealth Management
Utah
$378K 1,132 +1,132 New
MYAM
487
Meiji Yasuda Asset Management
Japan
$374K 1,118 +70 +7%
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$369K 1,103 +157 +17%
S
489
SignatureFD
Georgia
$367K 1,098 +55 +5%
ATPW
490
Ashton Thomas Private Wealth
Arizona
$366K 1,095 -72 -6%
SRC
491
Shufro Rose & Co
New York
$360K 1,078 – –
Cerity Partners
492
Cerity Partners
New York
$357K 1,061 +1,061 New
WG
493
Winton Group
United Kingdom
$354K 1,058 -1,187 -53%
RSWM
494
Robertson Stephens Wealth Management
California
$354K 1,060 +1,060 New
VI
495
Vestcor Inc
New Brunswick, Canada
$345K 1,033 -236 -19%
CCA
496
Checchi Capital Advisers
California
$343K 1,025 +13 +1%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$343K 1,025 +1,025 New
FW
498
FirstPurpose Wealth
Utah
$338K 1,010 +1,010 New
HNB
499
Huntington National Bank
Ohio
$335K 1,001 +399 +66%
AF
500
Affiance Financial
Minnesota
$333K 996 – –
18 19
20
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