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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
526
MQS Management
New York
$363K +$363K +1,115 New
PRC
527
Pearl River Capital
Michigan
$361K +$361K +1,108 New
FHA
528
First Horizon Advisors
Tennessee
$360K -$9.45K -29 -3%
KMWM
529
Keudell/Morrison Wealth Management
Oregon
$356K – – –
BRWA
530
B. Riley Wealth Advisors
Florida
$352K +$35.5K +109 +11%
AG
531
Ascent Group
Virginia
$349K -$53.8K -165 -13%
CCA
532
Checchi Capital Advisers
California
$348K -$5.21K -16 -1%
FW
533
FirstPurpose Wealth
Utah
$348K +$16.9K +52 +5%
SFA
534
Sequoia Financial Advisors
Ohio
$347K -$2.93K -9 -0.8%
MCM
535
Monument Capital Management
Virginia
$347K – – –
HI
536
Horizon Investments
North Carolina
$326K -$658K -2,020 -67%
CMBA
537
C.M. Bidwell & Associates
Hawaii
$326K -$47.6K -146 -13%
AFC
538
AFT Forsyth & Company
Florida
$326K -$8.8K -27 -3%
AA
539
ALPS Advisors
Colorado
$326K +$326K +1,000 New
DOA
540
D'Orazio & Associates
Virginia
$324K -$13K -40 -4%
WI
541
Wahed Invest
New York
$323K +$1.63K +5 +0.5%
IAA
542
Independent Advisor Alliance
North Carolina
$323K +$323K +991 New
NRD
543
Nebula Research & Development
New York
$321K +$321K +985 New
GL
544
Graypoint LLC
New York
$314K +$9.45K +29 +3%
DT
545
Diversified Trust
Tennessee
$314K -$309K -948 -50%
FMAEN1
546
Fund Management at Engine No 1
California
$312K +$29K +89 +10%
CI
547
Cigna Investments
Connecticut
$310K -$5.87K -18 -2%
AC
548
Avestar Capital
New York
$309K +$13K +40 +4%
HNB
549
Huntington National Bank
Ohio
$309K +$47.9K +147 +18%
AT
550
American Trust
Kentucky
$306K -$450K -1,380 -59%
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