774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MYAM
526
Meiji Yasuda Asset Management
Japan
$381K -$10.5K -30 -3%
FHA
527
First Horizon Advisors
Tennessee
$381K -$6.66K -19 -2%
S
528
SignatureFD
Georgia
$377K -$18.2K -52 -5%
OWA
529
One Wealth Advisors
California
$376K -$26.3K -75 -7%
MCM
530
Monument Capital Management
Virginia
$373K +$350 +1 +0.1%
CCA
531
Checchi Capital Advisers
California
$372K -$1.4K -4 -0.4%
MG
532
Mather Group
Illinois
$366K +$366K +1,045 New
FMAEN1
533
Fund Management at Engine No 1
California
$360K +$24.5K +70 +7%
IAA
534
Independent Advisor Alliance
North Carolina
$359K +$11.6K +33 +3%
KMWM
535
Keudell/Morrison Wealth Management
Oregon
$356K -$26.6K -76 -7%
OCBCO
536
Oversea-Chinese Banking Corp (OCBC)
Singapore
$356K -$63.4K -181 -15%
AA
537
ALPS Advisors
Colorado
$354K +$3.5K +10 +1%
WCM
538
Wallace Capital Management
Texas
$350K +$350K +1,000 New
JIC
539
Johnson Investment Counsel
Ohio
$349K -$49.7K -142 -12%
CG
540
Caprock Group
Idaho
$348K +$85.8K +245 +33%
SC
541
Savant Capital
Illinois
$345K +$109K +312 +46%
CMBA
542
C.M. Bidwell & Associates
Hawaii
$345K -$5.61K -16 -2%
GL
543
Graypoint LLC
New York
$344K +$5.96K +17 +2%
AC
544
Avestar Capital
New York
$340K +$7.01K +20 +2%
FWM
545
Fairhaven Wealth Management
Illinois
$340K +$340K +970 New
CI
546
Cigna Investments
Connecticut
$334K
CP
547
Castleview Partners
Texas
$332K -$71.8K -205 -18%
BBHC
548
Brown Brothers Harriman & Co
New York
$331K +$72.5K +207 +28%
RA
549
RFG Advisory
Alabama
$329K +$45.5K +130 +16%
RP
550
Riverwater Partners
Wisconsin
$327K