774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
476
First Hawaiian Bank
Hawaii
$631K -$1.7M -4,849 -73%
TSS
477
Two Sigma Securities
New York
$618K -$786K -2,244 -56%
FPW
478
Flagship Private Wealth
Massachusetts
$614K
GC
479
Guggenheim Capital
Illinois
$607K -$125K -357 -17%
SPA
480
Sherbrooke Park Advisers
New York
$596K +$596K +1,700 New
BAM
481
Blueshift Asset Management
New Jersey
$595K -$388K -1,107 -39%
GA
482
Gateway Advisory
New Jersey
$592K +$16.8K +48 +3%
CCM
483
Coldstream Capital Management
Washington
$589K -$17.2K -49 -3%
AMR
484
Asset Management Resources
Massachusetts
$588K
TMAM
485
Tokio Marine Asset Management
Japan
$585K +$18.2K +52 +3%
MFAM
486
Motley Fool Asset Management
Virginia
$585K +$585K +1,670 New
CF
487
Copperwynd Financial
Arizona
$580K -$4.9K -14 -0.8%
BMCM
488
Bryn Mawr Capital Management
Pennsylvania
$575K -$270K -770 -32%
E
489
Ergoteles
New York
$574K -$2.38M -6,804 -81%
EI
490
Ellevest Inc
New York
$569K +$51.5K +147 +10%
IP
491
Intellectus Partners
California
$569K -$154K -441 -21%
GT
492
Greenleaf Trust
Michigan
$564K -$28K -80 -5%
LCM
493
Liberty Capital Management
Michigan
$560K -$4.9K -14 -0.9%
PMEF
494
Point72 Middle East FZE
United Arab Emirates
$557K -$4.87M -13,894 -90%
IFU
495
iSAM Funds (UK)
United Kingdom
$555K +$555K +1,583 New
OAM
496
Ostrum Asset Management
France
$553K +$701 +2 +0.1%
PFO
497
Pathstone Family Office
New Jersey
$547K +$68.2K +192 +14%
SCM
498
Spreng Capital Management
Ohio
$545K
SWA
499
Stratos Wealth Advisors
Ohio
$535K -$5.26K -15 -1%
PA
500
Profund Advisors
Maryland
$530K +$136K +388 +34%