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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
476
Flagship Private Wealth
Massachusetts
$787K – – –
PL
477
Perpetual Ltd
Australia
$787K +$4.94K +11 +0.6%
MAS
478
Meeder Advisory Services
Ohio
$787K +$220K +489 +39%
HIIFS
479
Harel Insurance Investments & Financial Services
Israel
$778K – – –
PCS
480
Personal CFO Solutions
New Jersey
$776K +$53K +118 +7%
EGWAG
481
Elwood & Goetz Wealth Advisory Group
Georgia
$770K +$189K +420 +32%
OAM
482
Ostrum Asset Management
France
$769K -$290K -645 -27%
Harris Associates
483
Harris Associates
Illinois
$768K -$267K -595 -26%
MC
484
Machina Capital
France
$758K +$308K +686 +69%
SWP
485
Stratos Wealth Partners
Ohio
$753K +$18.4K +41 +3%
GA
486
Gateway Advisory
New Jersey
$748K +$22.9K +51 +3%
WI
487
Wahed Invest
New York
$748K +$82.6K +184 +12%
EI
488
Ellevest Inc
New York
$747K +$7.63K +17 +1%
CNBT
489
Canandaigua National Bank & Trust
New York
$740K -$137K -306 -16%
PA
490
Profund Advisors
Maryland
$740K +$42.7K +95 +6%
PCA
491
Pallas Capital Advisors
Massachusetts
$739K -$31.7K -69 -4%
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$725K -$80.8K -180 -10%
CL
493
Choreo LLC
Illinois
$722K +$722K +1,634 New
OIA
494
OneDigital Investment Advisors
Kansas
$719K +$719K +1,601 New
VWM
495
Venturi Wealth Management
Texas
$716K +$657K +1,464 +1,118%
TSS
496
Two Sigma Securities
New York
$692K +$501K +1,116 +263%
GT
497
Greenleaf Trust
Michigan
$691K +$6.29K +14 +0.9%
VWM
498
VCI Wealth Management
Missouri
$691K +$232K +517 +51%
MCC
499
Money Concepts Capital
Florida
$690K +$77.7K +173 +13%
CCA
500
Checchi Capital Advisers
California
$687K +$8.98K +20 +1%
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