858 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+73
Holders Change %
+9.3%
% of All Funds
12.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
326
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
501
Stratos Wealth Advisors
Ohio
$691K -$25.7K -57 -4%
PA
502
Profund Advisors
Maryland
$690K +$93.8K +208 +16%
BMCM
503
Bryn Mawr Capital Management
Pennsylvania
$687K -$34.7K -77 -5%
SCM
504
Spreng Capital Management
Ohio
$683K
EI
505
Ellevest Inc
New York
$683K -$32K -71 -4%
CCA
506
Checchi Capital Advisers
California
$680K +$175K +388 +35%
EWA
507
Exencial Wealth Advisors
Oklahoma
$662K -$115K -256 -15%
SA
508
Strategic Advocates
Utah
$660K +$301K +668 +84%
SAM
509
Sompo Asset Management
Japan
$659K -$212K -470 -24%
QWM
510
Quadcap Wealth Management
Texas
$651K +$651K +1,444 New
GC
511
Gilbert & Cook
Iowa
$645K +$61.8K +137 +11%
VA
512
Vident Advisory
Georgia
$644K +$11.7K +26 +2%
TSW
513
Three Seasons Wealth
Utah
$641K +$18.9K +42 +3%
WI
514
WrapManager Inc
California
$640K -$28.9K -64 -4%
NP
515
NorthRock Partners
Minnesota
$634K +$223K +494 +54%
SWP
516
Stratos Wealth Partners
Ohio
$631K +$141K +312 +29%
QCM
517
Qsemble Capital Management
New York
$625K +$625K +1,386 New
WAM
518
Wolverine Asset Management
Illinois
$623K -$406K -900 -39%
CF
519
Copperwynd Financial
Arizona
$604K -$94.7K -210 -14%
OPCM
520
Osborne Partners Capital Management
California
$598K
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$592K -$451 -1 -0.1%
WI
522
Wahed Invest
New York
$590K +$39.2K +87 +7%
VSQM
523
V-Square Quantitative Management
Illinois
$590K +$106K +235 +22%
EFI
524
EHP Funds Inc
Canada
$586K -$947K -2,100 -62%
BCM
525
Bayesian Capital Management
New York
$583K +$583K +1,293 New