774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
501
First Trust Direct Indexing
Massachusetts
$528K -$127K -363 -19%
DJSG
502
D.J. St. Germain
Massachusetts
$510K +$510K +1,455 New
WI
503
WrapManager Inc
California
$500K -$181K -517 -27%
HI
504
Human Investing
Oregon
$495K -$47.6K -136 -9%
ONB
505
Old National Bancorp
Indiana
$495K +$495K +1,412 New
OPCM
506
Osborne Partners Capital Management
California
$485K -$7.01K -20 -1%
MAS
507
Meeder Advisory Services
Ohio
$483K -$48K -137 -9%
OTL
508
Oak Thistle LLC
New York
$479K +$479K +1,368 New
AWA
509
Arkadios Wealth Advisors
Georgia
$472K -$11.2K -32 -2%
UH
510
Unigestion Holding
Switzerland
$465K -$68.5K -200 -13%
GC
511
Globeflex Capital
California
$461K -$109K -311 -19%
QI
512
Qtron Investments
Massachusetts
$459K -$304K -868 -40%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$458K +$1.75K +5 +0.4%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K
GCM
515
Genus Capital Management
British Columbia, Canada
$447K +$447K +1,275 New
Twin Tree Management
516
Twin Tree Management
Texas
$438K -$4.11M -11,743 -90%
WPC
517
Wedmont Private Capital
Pennsylvania
$434K +$3.99K +11 +0.9%
WA
518
Wealth Alliance
New York
$430K -$41K -117 -9%
WAG
519
Wallace Advisory Group
California
$412K
FFG
520
Fortem Financial Group
California
$409K +$409K +1,167 New
RSWM
521
Robertson Stephens Wealth Management
California
$406K +$9.81K +28 +2%
VIA
522
Vident Investment Advisory
Georgia
$402K -$307K -877 -43%
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$394K -$79.1K -226 -17%
WI
524
Wahed Invest
New York
$384K +$36.8K +105 +11%
HI
525
Horizon Investments
North Carolina
$383K +$32.6K +93 +9%