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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
526
Sompo Asset Management
Japan
$591K -$105K -220 -15%
OWMIAS
527
One Wealth Management Investment & Advisory Services
Florida
$590K +$30K +63 +5%
SFA
528
Sequoia Financial Advisors
Ohio
$590K -$336K -705 -36%
GL
529
Graypoint LLC
New York
$586K +$47.7K +100 +9%
EAM
530
Empirical Asset Management
Massachusetts
$580K +$580K +1,217 New
AFC
531
AFT Forsyth & Company
Florida
$577K – – –
RSWM
532
Robertson Stephens Wealth Management
California
$573K +$477 +1 +0.1%
HI
533
Horizon Investments
North Carolina
$564K -$1.91K -4 -0.3%
FWM
534
Fairhaven Wealth Management
Illinois
$563K +$28.1K +59 +5%
HWM
535
HB Wealth Management
Georgia
$558K +$46.2K +97 +9%
LA
536
LM Advisors
California
$556K +$556K +1,167 New
TP
537
Tranquility Partners
Tennessee
$554K +$183K +383 +49%
HKIMG
538
Hutchens & Kramer Investment Management Group
Indiana
$551K +$222K +465 +67%
IA
539
Inspire Advisors
Idaho
$542K +$8.58K +18 +2%
WA
540
Wealth Alliance
New York
$539K -$22.4K -47 -4%
GC
541
Globeflex Capital
California
$531K – – –
KMWM
542
Keudell/Morrison Wealth Management
Oregon
$530K -$3.81K -8 -0.7%
HAG
543
HighPoint Advisor Group
Illinois
$530K +$1.32K +3 +0.2%
EFI
544
EHP Funds Inc
Canada
$524K -$95.3K -200 -15%
AP
545
Americana Partners
Texas
$522K +$26.7K +56 +5%
LCM
546
Liberty Capital Management
Michigan
$515K -$25.7K -54 -5%
HMS
547
Hanseatic Management Services
New Mexico
$512K +$1.91K +4 +0.4%
LNC
548
Lincoln National Corp
Pennsylvania
$510K +$29.1K +61 +6%
DADC
549
D.A. Davidson & Co
Montana
$507K -$2.38K -5 -0.5%
FHA
550
First Horizon Advisors
Tennessee
$507K -$82.5K -173 -14%
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