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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$219M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.1B
2
GIM
2
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$737M
5
JCM
5
Junto Capital Management
New York
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
526
Berman Capital Advisors
Georgia
$59K 247 +23 +10%
APA
527
American Portfolios Advisors
New York
$58.4K 241 – –
KPCM
528
Kings Point Capital Management
New York
$51K 211 +11 +6%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$50.1K 207 – –
BC
530
Bartlett & Co
Ohio
$50K 207 – –
PFBT
531
Parkside Financial Bank & Trust
Missouri
$47K 194 -44 -18%
Lazard Asset Management
532
Lazard Asset Management
New York
$47K 196 +6 +3%
CI
533
CX Institutional
Indiana
$46K 191 +35 +22%
First Manhattan
534
First Manhattan
New York
$45K 186 – –
CFGS
535
Concourse Financial Group Securities
Alabama
$44K 180 -40 -18%
ETC
536
Exchange Traded Concepts
Oklahoma
$43K 178 -13,395 -99%
GAM
537
Gemmer Asset Management
California
$39K 159 – –
CHA
538
Carmichael Hill & Associates
Maryland
$39K 160 – –
WB
539
Webster Bank
Connecticut
$38K 156 – –
CCM
540
Covington Capital Management
California
$35K 145 – –
TFS
541
TrustCore Financial Services
Tennessee
$35K 144 +144 New
MC
542
Maverick Capital
Texas
$35K 146 +146 New
CFO
543
CVA Family Office
Colorado
$34K 140 +20 +17%
AF
544
Advisornet Financial
Minnesota
$33K 137 -21 -13%
FRA
545
Front Row Advisors
California
$32K 107 -35 -25%
BC
546
Barnett & Company
Tennessee
$30K 124 – –
BFEC
547
Benjamin F. Edwards & Company
Missouri
$27K 113 -9 -7%
LF
548
Lee Financial
Texas
$27K 110 -5 -4%
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$27K 113 – –
HI
550
Harbour Investments
Wisconsin
$26K 106 -7 -6%
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