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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
501
Pallas Capital Advisors
Massachusetts
$787K -$265K -546 -25%
1C
502
111 Capital
France
$782K +$782K +1,614 New
CBUSF
503
Construction & Building Unions Superannuation Fund
Australia
$775K -$16.7M -34,457 -96%
MFG
504
Merit Financial Group
Georgia
$772K +$772K +1,593 New
HH
505
Hilltop Holdings
Texas
$771K +$86.7K +179 +13%
SWP
506
Stratos Wealth Partners
Ohio
$769K -$5.33K -11 -0.7%
AC
507
AXQ Capital
New Jersey
$765K -$185K -382 -19%
SCA
508
Snowden Capital Advisors
New York
$762K -$191K -395 -20%
CANY
509
Caxton Associates (New York)
New York
$761K +$38.8K +80 +5%
SC
510
Sierra Capital
Florida
$756K – – –
SI
511
Stephens Inc
Arkansas
$754K -$359K -741 -32%
FRM
512
Fox Run Management
Connecticut
$754K +$261K +538 +53%
AAM
513
Advisors Asset Management
Colorado
$753K -$328K -677 -30%
EGWAG
514
Elwood & Goetz Wealth Advisory Group
Georgia
$751K -$79K -163 -10%
TSW
515
Three Seasons Wealth
Utah
$731K -$165K -341 -18%
OIA
516
OneDigital Investment Advisors
Kansas
$725K +$16K +33 +2%
PA
517
Profund Advisors
Maryland
$716K -$65.4K -135 -8%
P
518
Pitcairn
Pennsylvania
$714K -$18.9K -39 -3%
CAM
519
Cresset Asset Management
Illinois
$711K -$3.03M -6,256 -81%
FOR
520
Family Office Research
Maryland
$711K +$711K +1,467 New
HWM
521
HB Wealth Management
Georgia
$710K +$484 +1 +0.1%
S
522
SignatureFD
Georgia
$709K +$39.7K +82 +6%
Kovitz Investment Group Partners
523
Kovitz Investment Group Partners
Illinois
$708K +$708K +1,461 New
ETC
524
Exchange Traded Concepts
Oklahoma
$703K +$165K +340 +31%
SLI
525
Sumitomo Life Insurance
Japan
$703K +$703K +1,452 New
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