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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
501
SignatureFD
Georgia
$701K +$65.9K +130 +10%
SCM
502
Sterling Capital Management
North Carolina
$698K +$698K +1,377 New
AWM
503
Accurate Wealth Management
Florida
$689K -$4.24K -8 -0.6%
TCM
504
Twin Capital Management
Pennsylvania
$688K -$11.7K -23 -2%
GC
505
Gilbert & Cook
Iowa
$681K +$40.5K +80 +6%
VT
506
Vise Technologies
New York
$668K +$668K +1,319 New
ASN
507
Advisory Services Network
Georgia
$666K – – –
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$665K -$152K -301 -19%
BMCM
509
Bryn Mawr Capital Management
Pennsylvania
$654K -$26.3K -52 -4%
DTL
510
Dynamic Technology Lab
Singapore
$651K +$651K +1,285 New
BS
511
Banco Santander
Spain
$646K +$646K +1,275 New
LA
512
LBP AM
France
$633K -$1.09M -2,153 -63%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$630K -$3.55K -7 -0.6%
MG
514
Mather Group
Illinois
$624K +$77K +152 +14%
HNB
515
Huntington National Bank
Ohio
$620K +$220K +435 +55%
WA
516
Wealth Alliance
New York
$618K +$3.55K +7 +0.6%
GL
517
Graypoint LLC
New York
$618K +$5.57K +11 +0.9%
TFS
518
Thoroughbred Financial Services
Tennessee
$613K +$27.8K +55 +5%
CI
519
CX Institutional
Indiana
$607K +$12.2K +24 +2%
SAM
520
Sompo Asset Management
Japan
$603K -$25.3K -50 -4%
AFC
521
AFT Forsyth & Company
Florida
$601K -$12.7K -25 -2%
Lido Advisors
522
Lido Advisors
California
$596K +$45.1K +89 +8%
HAG
523
HighPoint Advisor Group
Illinois
$593K -$21.1K -42 -3%
DFCM
524
Dark Forest Capital Management
Puerto Rico
$581K +$581K +1,146 New
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$580K +$22.8K +45 +4%
19 20
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