IT icon

Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$57.5M
3
ACM
Atlanta Capital Management
Georgia
$538M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$74.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$619M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.81M
4
Goldman Sachs
Goldman Sachs
New York
$58.9M
5
GIM
Generation Investment Management
United Kingdom
$868M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Avior Wealth Management
Nebraska
$13K – – –
BCA
502
Berman Capital Advisors
Georgia
$13K +$1.22K +8 +10%
OAJ
503
Ogorek Anthony Joseph
New York
$12K – – –
SWM
504
Sugarloaf Wealth Management
Georgia
$12K – – –
AWG
505
Altus Wealth Group
Colorado
$12K +$12K +75 New
CAAS
506
Capital Asset Advisory Services
Michigan
$10K +$10K +60 New
PWA
507
Phoenix Wealth Advisors
North Carolina
$10K +$10K +63 New
ZB
508
Zions Bancorporation
Utah
$9K – – –
SLF
509
Sun Life Financial
Ontario, Canada
$8K -$151 -1 -2%
EARNEST Partners
510
EARNEST Partners
Georgia
$8K – – –
SIAG
511
Safeguard Investment Advisory Group
California
$8K +$8K +52 New
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
VCM
513
Versant Capital Management
Arizona
$7K – – –
TF
514
Tompkins Financial
New York
$7K +$7K +43 New
ST
515
Smithfield Trust
Pennsylvania
$6K -$27.8K -181 -82%
CFD
516
Creative Financial Designs
Indiana
$5K – – –
GRP
517
Global Retirement Partners
California
$5K – – –
TIAM2
518
Tru Independence Asset Management 2
Oregon
$5K +$5K +30 New
ICP
519
Interchange Capital Partners
Pennsylvania
$5K +$5K +32 New
AIG
520
American International Group
New York
$4.77K -$129 -805 -3%
FCH
521
Freestone Capital Holdings
Washington
$4.65K – – –
AF
522
Allworth Financial
California
$4K – – –
GWS
523
Glassman Wealth Services
Virginia
$3K – – –
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$750 +5 +33%
IAIM
525
International Assets Investment Management
Florida
$3K +$3K +16 New
19 20
21
22 23