IT icon

Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
Findlay Park Partners
United Kingdom
$145M
3
PI
Putnam Investments
Massachusetts
$136M
4
AI
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$92.5M
2
JCM
Junto Capital Management
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Ameriprise
Ameriprise
Minnesota
$65.8M
5
Harris Associates
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
526
Apollon Wealth Management
South Carolina
$252K +$252K +912 New
DS
527
DRW Securities
Illinois
$251K +$251K +907 New
BCV
528
Banque Cantonale Vaudoise
Switzerland
$249K – – –
OWA
529
Opal Wealth Advisors
New York
$247K -$3.05K -11 -1%
WI
530
Wahed Invest
New York
$246K +$15.5K +56 +7%
HNB
531
Huntington National Bank
Ohio
$245K +$6.36K +23 +3%
SRC
532
Shufro Rose & Co
New York
$243K – – –
OPPTF
533
OPSEU Pension Plan Trust Fund
Ontario, Canada
$243K – – –
GL
534
Graypoint LLC
New York
$241K +$241K +871 New
AIM
535
Aigen Investment Management
New York
$239K -$1.92M -6,967 -89%
DCM
536
Driehaus Capital Management
Illinois
$239K -$94.1K -340 -28%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$239K +$8.3K +30 +4%
5L
538
55I LLC
Massachusetts
$239K +$239K +863 New
MNBTD
539
Moody National Bank Trust Division
Texas
$235K – – –
BF
540
BOK Financial
Oklahoma
$235K +$235K +851 New
UB
541
UMB Bank
Missouri
$228K -$23K -83 -9%
SFI
542
Siemens Fonds Invest
Germany
$228K -$6.09K -22 -3%
KPWS
543
Kestra Private Wealth Services
Texas
$228K +$228K +824 New
EFM
544
E Fund Management
China
$225K -$10.5K -38 -4%
CAG
545
Crestwood Advisors Group
Massachusetts
$223K +$223K +805 New
GA
546
Geller Advisors
New York
$220K +$220K +794 New
FWM
547
Fairhaven Wealth Management
Illinois
$215K +$215K +777 New
PA
548
Parallel Advisors
California
$214K +$27.4K +99 +15%
HW
549
Hancock Whitney
Mississippi
$214K +$214K +774 New
TAM
550
Tocqueville Asset Management
New York
$211K -$95.3K -344 -31%
20 21
22
23 24