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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
501
Greenleaf Trust
Michigan
$727K -$36.2K -76 -5%
SCM
502
Spreng Capital Management
Ohio
$722K – – –
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$721K +$721K +1,512 New
SWA
504
Stratos Wealth Advisors
Ohio
$720K -$10K -21 -1%
CCA
505
Checchi Capital Advisers
California
$719K +$953 +2 +0.1%
OC
506
Oppenheimer & Co
New York
$715K +$715K +1,500 New
WI
507
Wahed Invest
New York
$706K +$82.5K +173 +13%
CF
508
Copperwynd Financial
Arizona
$702K +$63.4K +133 +10%
XT
509
XTX Topco
Cayman Islands
$693K +$693K +1,453 New
NP
510
NorthRock Partners
Minnesota
$688K +$17.6K +37 +3%
S
511
SignatureFD
Georgia
$678K +$102K +215 +18%
BMCM
512
Bryn Mawr Capital Management
Pennsylvania
$678K -$48.1K -101 -7%
KPWS
513
Kestra Private Wealth Services
Texas
$672K +$672K +1,411 New
GC
514
Gilbert & Cook
Iowa
$669K -$12.4K -26 -2%
EWA
515
Exencial Wealth Advisors
Oklahoma
$665K -$34.3K -72 -5%
WI
516
WrapManager Inc
California
$665K -$11.4K -24 -2%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$657K -$16.9M -33,579 -96%
MCC
518
Money Concepts Capital
Florida
$650K +$650K +1,363 New
MYAM
519
Meiji Yasuda Asset Management
Japan
$626K -$707K -1,484 -53%
EGWAG
520
Elwood & Goetz Wealth Advisory Group
Georgia
$617K +$617K +1,294 New
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$616K -$10K -21 -2%
MAS
522
Meeder Advisory Services
Ohio
$602K +$21.9K +46 +4%
AWM
523
Accurate Wealth Management
Florida
$602K -$245K -556 -29%
LA
524
LBP AM
France
$595K -$1.58M -3,311 -73%
SA
525
Strategic Advocates
Utah
$593K -$104K -219 -15%
19 20
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