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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$178M
2
CCM
2
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$49.1M
4
JCM
4
Junto Capital Management
New York
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$53.4M
2
ACM
2
Atlanta Capital Management
Georgia
$507M
3
GIM
3
Generation Investment Management
United Kingdom
$898M
4
MCM
4
Melvin Capital Management
New York
$233M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
526
Tarbox Family Office
California
$17K – – –
AWM
527
Avior Wealth Management
Nebraska
$16K +$360 +2 +2%
OAJ
528
Ogorek Anthony Joseph
New York
$14K – – –
CAC
529
Certified Advisory Corp
Florida
$14K +$14K +78 New
SCA
530
Stuart Chaussee & Associates
California
$13K +$13K +72 New
PWA
531
Phoenix Wealth Advisors
North Carolina
$12K – – –
SLF
532
Sun Life Financial
Ontario, Canada
$10K – – –
EARNEST Partners
533
EARNEST Partners
Georgia
$9K – – –
ADIM
534
Alpha DNA Investment Management
Maryland
$9K +$9K +51 New
BWA
535
BDO Wealth Advisors
Florida
$9K +$9K +51 New
VCM
536
Versant Capital Management
Arizona
$8K -$1.14K -6 -13%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
TF
538
Tompkins Financial
New York
$8K – – –
ST
539
Smithfield Trust
Pennsylvania
$7K – – –
APWA
540
Atlas Private Wealth Advisors
New Jersey
$7K +$3.03K +16 +76%
LC
541
Lindbrook Capital
California
$7K +$4.08K +21 +140%
AS
542
Altshuler Shaham
Israel
$7K +$7K +37 New
GRP
543
Global Retirement Partners
California
$6K – – –
CFD
544
Creative Financial Designs
Indiana
$6K – – –
TWA
545
TCI Wealth Advisors
Arizona
$6K +$3.6K +21 +150%
CH
546
Canton Hathaway
Rhode Island
$6K +$6K +35 New
AIG
547
American International Group
New York
$5.24K -$200 -1,097 -4%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +28 New
SWA
549
Sutton Wealth Advisors
Florida
$4.56K +$1.64K +9 +56%
ZB
550
Zions Bancorporation
Utah
$4K -$7K -35 -64%
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