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Gartner
IT

Overview Fund Activity

762 hedge funds and large institutions have $26.1B invested in Gartner in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 234 increasing their positions, 302 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+72
Holders Change %
+10.43%
% of All Funds
12.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
127
Increased
234
Reduced
302
Closed
42
Calls
$153M
Puts
$57.7M
Net Calls
+$95.7M
Net Calls Change
+$140M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$723M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$907M
4
AIM
Artemis Investment Management
United Kingdom
$105M
5
Bank of America
Bank of America
North Carolina
$301M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$119M
2
GKIM
GW&K Investment Management
Massachusetts
$204K
3
BAMCO Inc
BAMCO Inc
New York
$1.65B
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$4.83M
5
Citadel Advisors
Citadel Advisors
Florida
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
476
Motley Fool Asset Management
Virginia
$553K +$20.2K +60 +4%
GC
477
Globeflex Capital
California
$547K -$101K -300 -16%
LCM
478
Liberty Capital Management
Michigan
$543K – – –
ETC
479
Exchange Traded Concepts
Oklahoma
$543K +$365K +1,085 +205%
Cerity Partners
480
Cerity Partners
New York
$542K +$131K +391 +32%
XT
481
XTX Topco
Cayman Islands
$533K +$533K +1,587 New
SWA
482
Stratos Wealth Advisors
Ohio
$530K -$42K -125 -7%
MAS
483
Meeder Advisory Services
Ohio
$527K +$527K +1,568 New
PAS
484
Park Avenue Securities
New York
$520K -$131K -391 -20%
QT
485
Quantamental Technologies
New York
$518K +$518K +1,541 New
TRCT
486
Tower Research Capital (TRC)
New York
$517K -$1.9M -5,641 -79%
EI
487
Ellevest Inc
New York
$516K +$38K +113 +8%
BAM
488
Belpointe Asset Management
Nevada
$513K +$10.8K +32 +2%
TMAM
489
Tokio Marine Asset Management
Japan
$513K +$74K +220 +17%
JF
490
JSF Financial
California
$513K +$513K +1,525 New
OWA
491
One Wealth Advisors
California
$511K -$252K -751 -33%
SCM
492
Spreng Capital Management
Ohio
$509K – – –
DCM
493
Dupont Capital Management
Delaware
$501K -$213K -633 -30%
VCM
494
Vigilant Capital Management
Maine
$477K – – –
OPCM
495
Osborne Partners Capital Management
California
$472K -$10.1K -30 -2%
WA
496
Wealth Alliance
New York
$471K -$29.2K -87 -6%
AAM
497
Advisors Asset Management
Colorado
$468K +$468K +1,392 New
CI Investments Inc
498
CI Investments Inc
Ontario, Canada
$463K +$10.1K +30 +2%
FCBT
499
First Citizens Bank & Trust
North Carolina
$454K -$206K -614 -31%
BAM
500
Blueshift Asset Management
New Jersey
$446K -$1.09M -3,242 -71%
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