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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
501
Crestwood Advisors Group
Massachusetts
$299K 985 +43 +5%
TMAM
502
Tokio Marine Asset Management
Japan
$296K 974 +53 +6%
AP
503
Americana Partners
Texas
$289K 952 +952 New
QCM
504
Quest Capital Management
Texas
$287K 946 -37 -4%
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$287K 946 +111 +13%
CA
506
Cetera Advisors
Colorado
$283K 930 -16 -2%
PA
507
Parallel Advisors
California
$282K 929 +136 +17%
DWM
508
Dakota Wealth Management
Florida
$281K 924 – –
SFI
509
Siemens Fonds Invest
Germany
$278K 915 +915 New
EFM
510
E Fund Management
China
$276K 909 +909 New
LS
511
Livforsakringsbolaget Skandia
Sweden
$273K 900 -200 -18%
TAM
512
Trust Asset Management
Texas
$261K 858 +858 New
NWA
513
New World Advisors
Massachusetts
$260K 801 +801 New
VCA
514
Verdence Capital Advisors
Maryland
$260K 856 +856 New
PFO
515
Pathstone Family Office
New Jersey
$256K 844 +844 New
SIM
516
Sentry Investment Management
Wisconsin
$249K 820 -120 -13%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$248K 815 +815 New
MC
518
Moors & Cabot
Massachusetts
$248K 815 +815 New
MAFM
519
Mid Atlantic Financial Management
Pennsylvania
$244K 804 +804 New
OR
520
Olympiad Research
Connecticut
$241K 794 -439 -36%
WA
521
WESPAC Advisors
California
$240K 789 +789 New
MPPW
522
Mitchell & Pahl Private Wealth
Oklahoma
$238K 782 +782 New
Voloridge Investment Management
523
Voloridge Investment Management
Florida
$237K 780 -12,220 -94%
WS
524
Wedbush Securities
California
$236K 778 -57 -7%
CIP
525
Capital Insight Partners
Arizona
$234K 770 -128 -14%
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