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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
476
AXS Investments
New York
$565K -$59.3K -182 -9%
DWM
477
Dakota Wealth Management
Florida
$564K +$564K +1,730 New
CCM
478
Coldstream Capital Management
Washington
$563K +$10.8K +33 +2%
GT
479
Greenleaf Trust
Michigan
$551K -$11.7K -36 -2%
AMR
480
Asset Management Resources
Massachusetts
$547K – – –
CF
481
Copperwynd Financial
Arizona
$544K -$13K -40 -2%
BCM
482
Bayesian Capital Management
New York
$542K +$542K +1,665 New
DCM
483
Dupont Capital Management
Delaware
$538K +$52.4K +161 +11%
GA
484
Gateway Advisory
New Jersey
$535K +$535K +1,642 New
GC
485
Globeflex Capital
California
$530K – – –
TMAM
486
Tokio Marine Asset Management
Japan
$527K +$30.3K +93 +6%
LCM
487
Liberty Capital Management
Michigan
$526K – – –
SC
488
Sepio Capital
Utah
$523K -$22.2K -68 -4%
OAM
489
Ostrum Asset Management
France
$514K +$514K +1,577 New
BMSSC
490
B. Metzler seel. Sohn & Co
Germany
$512K -$416K -1,276 -45%
HI
491
Human Investing
Oregon
$504K -$153K -471 -23%
SWA
492
Stratos Wealth Advisors
Ohio
$503K -$10.8K -33 -2%
ETC
493
Exchange Traded Concepts
Oklahoma
$502K -$23.5K -72 -4%
UH
494
Unigestion Holding
Switzerland
$498K -$172K -537 -26%
MAS
495
Meeder Advisory Services
Ohio
$494K -$16.9K -52 -3%
SCM
496
Spreng Capital Management
Ohio
$494K – – –
EI
497
Ellevest Inc
New York
$481K -$18.2K -56 -4%
AO
498
Advisor OS
Illinois
$478K +$478K +1,468 New
OC
499
Oppenheimer & Co
New York
$475K +$52.4K +161 +12%
PFO
500
Pathstone Family Office
New Jersey
$474K -$1.34M -3,796 -74%
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