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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
501
First Citizens Bank & Trust
North Carolina
$468K +$27.7K +85 +6%
Bessemer Group
502
Bessemer Group
New Jersey
$459K +$131K +402 +40%
OPCM
503
Osborne Partners Capital Management
California
$458K – – –
AWA
504
Arkadios Wealth Advisors
Georgia
$449K +$101K +311 +29%
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$440K -$8.14K -25 -2%
WA
506
Wealth Alliance
New York
$438K -$18.6K -57 -4%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$424K +$121K +371 +40%
Vontobel Holding
508
Vontobel Holding
Switzerland
$420K – – –
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$419K -$166K -511 -28%
WAG
510
Wallace Advisory Group
California
$412K -$3.58K -11 -0.9%
TA
511
Tectonic Advisors
Texas
$393K -$652 -2 -0.2%
TCM
512
Teza Capital Management
Illinois
$390K -$1.29M -3,970 -77%
OCBCO
513
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K -$1.11M -3,421 -74%
GC
514
GFG Capital
Florida
$381K -$37.3K -101 -9%
CP
515
Castleview Partners
Texas
$376K -$10.8K -33 -3%
SBH
516
Segall Bryant & Hamill
Illinois
$375K – – –
OWA
517
One Wealth Advisors
California
$374K -$121K -372 -24%
WPC
518
Wedmont Private Capital
Pennsylvania
$373K -$1.26K -4 -0.3%
Impax Asset Management Group
519
Impax Asset Management Group
United Kingdom
$371K +$371K +1,140 New
JIC
520
Johnson Investment Counsel
Ohio
$370K -$50.5K -155 -12%
RSWM
521
Robertson Stephens Wealth Management
California
$368K +$40.1K +123 +12%
Loomis, Sayles & Company
522
Loomis, Sayles & Company
Massachusetts
$368K +$351K +1,079 +2,116%
S
523
SignatureFD
Georgia
$367K -$6.84K -21 -2%
PA
524
Profund Advisors
Maryland
$367K +$74K +227 +25%
MYAM
525
Meiji Yasuda Asset Management
Japan
$365K -$369K -1,131 -50%
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