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Gartner
IT

Overview Fund Activity

545 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 176 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+53
Holders Change %
+10.77%
% of All Funds
9.67%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
176
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M

Top Buyers

1
JCM
Junto Capital Management
New York
$68M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$57.5M
3
ACM
Atlanta Capital Management
Georgia
$538M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$74.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$619M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.81M
4
Goldman Sachs
Goldman Sachs
New York
$58.9M
5
GIM
Generation Investment Management
United Kingdom
$868M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +18 New
Jones Financial Companies
527
Jones Financial Companies
Missouri
$3K +$3K +19 New
APWA
528
Atlas Private Wealth Advisors
New Jersey
$3K +$3K +21 New
SWA
529
Sutton Wealth Advisors
Florida
$2.56K +$801 +5 +45%
LC
530
Lindbrook Capital
California
$2K -$667 -5 -25%
BAM
531
Bellevue Asset Management
Washington
$2K -$286 -2 -13%
ABC
532
Associated Banc-Corp
Wisconsin
$2K – – –
JCM
533
Jacobi Capital Management
Pennsylvania
$2K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$2K – – –
MLFP
535
MPS Loria Financial Planners
Illinois
$2K +$2K +10 New
JPLA
536
Joseph P. Lucia & Associates
New York
$2K +$2K +10 New
SFO
537
Standard Family Office
South Dakota
$2K +$2K +10 New
TWA
538
TCI Wealth Advisors
Arizona
$2K +$2K +14 New
GFPC
539
Global Financial Private Client
Florida
$1.76K – – –
BWM
540
BerganKDV Wealth Management
Minnesota
$1K – – –
MCM
541
Manchester Capital Management
Vermont
$1K +$500 +3 +100%
AssetMark Inc
542
AssetMark Inc
California
$1K +$1K +7 New
Walleye Capital
543
Walleye Capital
New York
$234 +$234 +1,458 New
SACTSONJ
544
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$90K -100,700 Closed
GF
545
Greenhouse Funds
Maryland
– -$7.4M -59,247 Closed
Point72 Asset Management
546
Point72 Asset Management
Connecticut
– -$6.79M -54,300 Closed
Qube Research & Technologies (QRT)
547
Qube Research & Technologies (QRT)
United Kingdom
– -$4.23M -33,887 Closed
BP
548
BBR Partners
New York
– -$4.05M -32,397 Closed
BIM
549
Bogle Investment Management
Massachusetts
– -$3.27M -26,142 Closed
MSE
550
MUFG Securities EMEA
United Kingdom
– -$2.83M -22,643 Closed
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