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Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
2
Findlay Park Partners
United Kingdom
$145M
3
PI
3
Putnam Investments
Massachusetts
$136M
4
AI
4
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$92.5M
2
JCM
2
Junto Capital Management
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Ameriprise
4
Ameriprise
Minnesota
$65.8M
5
Harris Associates
5
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
501
Segall Bryant & Hamill
Illinois
$318K – – –
KMWM
502
Keudell/Morrison Wealth Management
Oregon
$313K -$20.4K -74 -6%
Vontobel Holding
503
Vontobel Holding
Switzerland
$312K -$64K -229 -17%
FFC
504
Fure Financial Corporation
Minnesota
$305K – – –
MCM
505
Monument Capital Management
Virginia
$305K +$305K +1,104 New
PWS
506
Precision Wealth Strategies
Missouri
$303K -$62.3K -212 -17%
MYAM
507
Meiji Yasuda Asset Management
Japan
$299K -$80.3K -290 -21%
ZB
508
Zions Bancorporation
Utah
$295K -$18.2K -66 -6%
S
509
SignatureFD
Georgia
$295K -$15.2K -55 -5%
AC
510
Avestar Capital
New York
$293K -$124K -449 -30%
RSWM
511
Robertson Stephens Wealth Management
California
$288K – – –
DOA
512
D'Orazio & Associates
Virginia
$286K +$286K +1,032 New
AFC
513
AFT Forsyth & Company
Florida
$284K +$27.7K +100 +11%
GTCM
514
Gyon Technologies Capital Management
New Jersey
$271K -$294K -1,062 -52%
BMCM
515
Burns Matteson Capital Management
New York
$270K -$405K -1,465 -60%
CI
516
Cigna Investments
Connecticut
$268K -$19.6K -71 -7%
PA
517
Profund Advisors
Maryland
$264K -$5.82K -21 -2%
PA
518
Procyon Advisors
Connecticut
$261K +$2.49K +9 +1%
HFM
519
Harvest Fund Management
China
$260K +$21.6K +78 +9%
FFM
520
Forum Financial Management
Illinois
$258K – – –
RP
521
Riverwater Partners
Wisconsin
$258K +$2.21K +8 +0.9%
SCA
522
Summit Creek Advisors
Minnesota
$253K -$183K -660 -42%
FW
523
FirstPurpose Wealth
Utah
$253K +$253K +913 New
TAM
524
Trust Asset Management
Texas
$252K +$14.4K +52 +6%
WPC
525
Wedmont Private Capital
Pennsylvania
$252K +$252K +911 New
19 20
21
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