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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
501
Spreng Capital Management
Ohio
$680K – – –
MYAM
502
Meiji Yasuda Asset Management
Japan
$678K +$88K +196 +15%
ASN
503
Advisory Services Network
Georgia
$666K -$506K -1,127 -43%
PRC
504
Pearl River Capital
Michigan
$661K +$661K +1,472 New
Acadian Asset Management
505
Acadian Asset Management
Massachusetts
$650K +$650K +1,451 New
IP
506
Intellectus Partners
California
$646K -$48K -107 -7%
NP
507
NorthRock Partners
Minnesota
$645K -$2.69K -6 -0.4%
RJT
508
Raymond James Trust
Florida
$635K -$105K -234 -14%
Walleye Capital
509
Walleye Capital
New York
$634K +$162K +361 +34%
AP
510
Americana Partners
Texas
$632K +$140K +312 +28%
TCM
511
Twin Capital Management
Pennsylvania
$620K +$620K +1,381 New
EWA
512
Exencial Wealth Advisors
Oklahoma
$614K -$12.6K -28 -2%
HAG
513
HighPoint Advisor Group
Illinois
$608K +$7.48K +15 +1%
BMCM
514
Bryn Mawr Capital Management
Pennsylvania
$603K -$35.5K -79 -6%
WI
515
WrapManager Inc
California
$595K -$31K -69 -5%
AWM
516
Accurate Wealth Management
Florida
$595K -$26.4K -58 -4%
SFA
517
Sequoia Financial Advisors
Ohio
$590K +$34.6K +77 +6%
XT
518
XTX Topco
Cayman Islands
$582K -$70.5K -157 -11%
OWMIAS
519
One Wealth Management Investment & Advisory Services
Florida
$571K +$14.8K +33 +3%
GC
520
Gilbert & Cook
Iowa
$568K -$62.9K -140 -10%
S
521
SignatureFD
Georgia
$562K -$76.3K -170 -12%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$562K -$18.4K -41 -3%
SAM
523
Sompo Asset Management
Japan
$557K – – –
HI
524
Horizon Investments
North Carolina
$555K +$23.4K +52 +4%
MFG
525
Merit Financial Group
Georgia
$548K +$34.1K +76 +7%
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