IT icon

Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
476
Pitcairn
Pennsylvania
$892K -$42.9K -90 -5%
FRM
477
Fox Run Management
Connecticut
$856K +$856K +1,795 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$855K -$4.48M -9,391 -84%
Public Sector Pension Investment Board (PSP Investments)
479
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$841K +$47.7K +100 +6%
FPW
480
Flagship Private Wealth
Massachusetts
$836K – – –
HIIFS
481
Harel Insurance Investments & Financial Services
Israel
$834K – – –
PL
482
Perpetual Ltd
Australia
$830K -$11.9K -25 -1%
PS
483
Principal Securities
Iowa
$826K +$79.1K +166 +11%
TSW
484
Three Seasons Wealth
Utah
$824K +$157K +335 +24%
CCM
485
Coldstream Capital Management
Washington
$810K -$7.15K -15 -0.9%
PCA
486
Pallas Capital Advisors
Massachusetts
$800K -$217K -455 -21%
SP
487
Symmetry Partners
Connecticut
$796K – – –
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$791K +$265K +575 +50%
RJT
489
Raymond James Trust
Florida
$785K -$150K -314 -16%
EI
490
Ellevest Inc
New York
$785K +$62.9K +132 +9%
SWP
491
Stratos Wealth Partners
Ohio
$779K +$113K +237 +17%
VSQM
492
V-Square Quantitative Management
Illinois
$776K +$152K +319 +24%
VEA
493
Virtus ETF Advisers
New York
$775K -$37.7K -79 -5%
LOAMS
494
Lombard Odier Asset Management (Switzerland)
Switzerland
$772K +$772K +1,619 New
GA
495
Gateway Advisory
New Jersey
$769K -$18.1K -38 -2%
PCS
496
Personal CFO Solutions
New Jersey
$768K -$110K -231 -13%
WPC
497
Wedmont Private Capital
Pennsylvania
$766K +$15K +32 +2%
RA
498
RFG Advisory
Alabama
$765K +$7.15K +15 +0.9%
PA
499
Profund Advisors
Maryland
$740K +$10.5K +22 +1%
IP
500
Intellectus Partners
California
$737K -$11.9K -25 -2%
18 19
20
21 22