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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$862K +$196K +387 +29%
CIS
477
Custom Index Systems
New York
$857K +$330K +652 +63%
QIM
478
Quantitative Investment Management
Virginia
$854K +$269K +532 +46%
OAM
479
Ostrum Asset Management
France
$848K -$19.8K -39 -2%
AAS
480
Avantax Advisory Services
Texas
$844K +$239K +471 +39%
PA
481
Profund Advisors
Maryland
$817K -$17.2K -34 -2%
GA
482
Gateway Advisory
New Jersey
$814K -$29.4K -58 -3%
GT
483
Greenleaf Trust
Michigan
$813K +$32.9K +65 +4%
SWP
484
Stratos Wealth Partners
Ohio
$810K -$39.5K -78 -5%
SC
485
Sierra Capital
Florida
$791K +$791K +1,561 New
GS
486
GTS Securities
New York
$787K +$411K +812 +110%
MYAM
487
Meiji Yasuda Asset Management
Japan
$778K +$13.2K +26 +2%
CCA
488
Checchi Capital Advisers
California
$778K +$3.04K +6 +0.4%
P
489
Pitcairn
Pennsylvania
$766K -$166K -327 -18%
NP
490
NorthRock Partners
Minnesota
$760K +$31.4K +62 +4%
CANY
491
Caxton Associates (New York)
New York
$756K +$756K +1,491 New
CNBT
492
Canandaigua National Bank & Trust
New York
$750K -$85.1K -168 -10%
HWM
493
HB Wealth Management
Georgia
$743K +$129K +255 +21%
OIA
494
OneDigital Investment Advisors
Kansas
$741K -$69.9K -138 -9%
RJT
495
Raymond James Trust
Florida
$737K +$20.8K +41 +3%
DZ Bank
496
DZ Bank
Germany
$733K -$251K -496 -26%
IP
497
Intellectus Partners
California
$729K – – –
WCM
498
Weaver Capital Management
Georgia
$729K +$392K +773 +116%
HH
499
Hilltop Holdings
Texas
$716K +$716K +1,413 New
PS
500
Pensionfund Sabic
Netherlands
$709K -$760K -1,500 -52%
18 19
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