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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Everence Capital Management
Indiana
$974K – – –
MAS
477
Meeder Advisory Services
Ohio
$968K +$28.6K +59 +3%
CIM
478
Contravisory Investment Management
Massachusetts
$947K -$2.42K -5 -0.3%
WI
479
Wahed Invest
New York
$929K +$43.1K +89 +5%
AFCM
480
Applied Finance Capital Management
Puerto Rico
$928K – – –
ASN
481
Advisory Services Network
Georgia
$912K +$194K +400 +27%
WPC
482
Wedmont Private Capital
Pennsylvania
$904K -$14.7K -30 -2%
PL
483
Perpetual Ltd
Australia
$897K -$16.5K -34 -2%
AP
484
Americana Partners
Texas
$896K -$88.2K -182 -9%
TWM
485
Thrive Wealth Management
Pennsylvania
$877K -$31.5K -65 -3%
BPA
486
Beacon Pointe Advisors
California
$873K -$109K -226 -11%
WCM
487
Weaver Capital Management
Georgia
$873K +$176K +363 +25%
AWM
488
Avitas Wealth Management
California
$871K -$24.2K -50 -3%
CG
489
Caprock Group
Idaho
$859K -$34.4K -71 -4%
CIS
490
Custom Index Systems
New York
$857K +$36.8K +76 +4%
OAM
491
Ostrum Asset Management
France
$851K +$40.2K +83 +5%
FPW
492
Flagship Private Wealth
Massachusetts
$849K – – –
MCC
493
Money Concepts Capital
Florida
$848K -$5.33K -11 -0.6%
CP
494
CenterBook Partners
Connecticut
$842K +$842K +1,738 New
SFA
495
Sequoia Financial Advisors
Ohio
$839K +$14.5K +30 +2%
VSQM
496
V-Square Quantitative Management
Illinois
$836K -$43.1K -89 -5%
EI
497
Ellevest Inc
New York
$836K +$2.42K +5 +0.3%
SIA
498
Schechter Investment Advisors
Michigan
$822K -$286K -591 -26%
MYAM
499
Meiji Yasuda Asset Management
Japan
$796K +$51.8K +107 +7%
GT
500
Greenleaf Trust
Michigan
$793K +$15.5K +32 +2%
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