IT icon

Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$178M
2
CCM
2
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$49.1M
4
JCM
4
Junto Capital Management
New York
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$53.4M
2
ACM
2
Atlanta Capital Management
Georgia
$507M
3
GIM
3
Generation Investment Management
United Kingdom
$898M
4
MCM
4
Melvin Capital Management
New York
$233M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
501
Plante Moran Financial Advisors
Michigan
$31K – – –
GAM
502
Gemmer Asset Management
California
$29K – – –
CHA
503
Carmichael Hill & Associates
Maryland
$29K – – –
AF
504
Advisornet Financial
Minnesota
$29K +$918 +5 +3%
WB
505
Webster Bank
Connecticut
$28K – – –
CI
506
CX Institutional
Indiana
$28K +$6.46K +36 +30%
CCM
507
Covington Capital Management
California
$26K – – –
FRA
508
Front Row Advisors
California
$26K +$732 +4 +3%
FQ
509
First Quadrant
California
$26K +$2.75K +15 +12%
BC
510
Barnett & Company
Tennessee
$23K +$23K +124 New
EWA
511
Evolution Wealth Advisors
Florida
$23K +$23K +125 New
BFEC
512
Benjamin F. Edwards & Company
Missouri
$22K – – –
CFO
513
CVA Family Office
Colorado
$22K +$22K +120 New
KTC
514
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
WT
515
Washington Trust
Rhode Island
$21K – – –
LF
516
Lee Financial
Texas
$21K +$3.65K +20 +21%
Twin Tree Management
517
Twin Tree Management
Texas
$21K +$21K +113 New
HI
518
Harbour Investments
Wisconsin
$21K +$21K +113 New
CFA
519
Carroll Financial Associates
North Carolina
$20K +$702 +4 +4%
PP
520
Pacifica Partners
Canada
$19K – – –
HL
521
Harding Loevner
New Jersey
$18K -$65K -361 -78%
FF
522
FourThought Financial
Florida
$18K – – –
RF
523
Robbins Farley
New Hampshire
$17K -$4.53K -20 -21%
IA
524
IFP Advisors
Florida
$17K -$1.13K -6 -6%
TFO
525
Tarbox Family Office
California
$17K – – –
19 20
21
22 23