IT icon

Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
526
Transcend Capital Advisors
New Jersey
$578K – – –
TP
527
Tranquility Partners
Tennessee
$577K -$12.7K -25 -2%
FHA
528
First Horizon Advisors
Tennessee
$573K -$9.12K -18 -2%
WI
529
WrapManager Inc
California
$569K -$103K -203 -15%
GC
530
Globeflex Capital
California
$565K – – –
ETC
531
Exchange Traded Concepts
Oklahoma
$564K -$373K -736 -40%
KMWM
532
Keudell/Morrison Wealth Management
Oregon
$564K – – –
DADC
533
D.A. Davidson & Co
Montana
$561K +$22.8K +45 +4%
DAS
534
Diversify Advisory Services
Utah
$561K -$50.3K -96 -8%
HKIMG
535
Hutchens & Kramer Investment Management Group
Indiana
$560K -$37.6K -75 -6%
RA
536
RFG Advisory
Alabama
$548K -$12.2K -24 -2%
LCM
537
Liberty Capital Management
Michigan
$547K – – –
MCM
538
Monument Capital Management
Virginia
$534K -$507 -1 -0.1%
Walleye Capital
539
Walleye Capital
New York
$533K -$182K -359 -25%
GI
540
GAMMA Investing
California
$533K +$198K +390 +59%
HI
541
Horizon Investments
North Carolina
$529K -$97.3K -192 -16%
EWA
542
EP Wealth Advisors
California
$528K +$528K +1,041 New
ACM
543
Aster Capital Management
United Arab Emirates
$520K +$520K +1,026 New
FRM
544
Fox Run Management
Connecticut
$516K +$516K +1,018 New
AWM
545
Apollon Wealth Management
South Carolina
$514K +$83.6K +165 +19%
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
$513K -$1.19M -2,347 -70%
SWA
547
Stratos Wealth Advisors
Ohio
$513K -$11.7K -23 -2%
JFG
548
Jefferies Financial Group
New York
$508K -$516K -1,018 -50%
WCM
549
Wallace Capital Management
Texas
$507K – – –
BTI
550
Blue Trust Inc
Georgia
$506K +$314K +700 +164%
20 21
22
23 24