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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$219M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.1B
2
GIM
2
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$737M
5
JCM
5
Junto Capital Management
New York
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
501
Bessemer Group
New Jersey
$146K 598 -902 -60%
GLLW
502
Graves Light Lenhart Wealth
Virginia
$143K 592 -137 -19%
FHC
503
First Horizon Corporation
Tennessee
$138K 572 -33 -5%
Loomis, Sayles & Company
504
Loomis, Sayles & Company
Massachusetts
$138K 570 +570 New
MAM
505
Meeder Asset Management
Ohio
$124K 510 +27 +6%
ASN
506
Advisory Services Network
Georgia
$123K 506 +506 New
SOW
507
State of Wyoming
Wyoming
$122K 503 +124 +33%
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$118K 487 +22 +5%
QT
509
Quantbot Technologies
New York
$111K 461 -4,602 -91%
CCA
510
Column Capital Advisors
Indiana
$102K 420 -223 -35%
SAM
511
Shell Asset Management
Netherlands
$99K 410 – –
HFM
512
Harvest Fund Management
China
$94K 379 – –
FHA
513
First Horizon Advisors
Tennessee
$88K 365 – –
HNB
514
Huntington National Bank
Ohio
$83K 342 +62 +22%
QCG
515
Quadrant Capital Group
Ohio
$77K 318 +14 +5%
CLOS
516
Compagnie Lombard Odier SCmA
Switzerland
$75K 310 – –
T
517
TOBAM
France
$74K 306 – –
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$71K 293 – –
WT
519
Whittier Trust
California
$66K 274 – –
PCM
520
Penserra Capital Management
California
$66K 276 +61 +28%
FQ
521
First Quadrant
California
$65K 270 +128 +90%
EBA
522
Eagle Bay Advisors
New York
$65K 259 +259 New
POIA
523
Pin Oak Investment Advisors
Texas
$61K 250 -667 -73%
PCG
524
Private Capital Group
Connecticut
$60K 247 – –
TPCW
525
TD Private Client Wealth
New York
$59.1K 244 +11 +5%
19 20
21
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