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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
526
Jump Financial
Illinois
$701K +$324K +669 +86%
VAS
527
Vestmark Advisory Solutions
Massachusetts
$692K -$554K -1,143 -44%
SFI
528
Susquehanna Fundamental Investments
Pennsylvania
$690K +$690K +1,425 New
CCA
529
Checchi Capital Advisers
California
$668K -$75.6K -156 -10%
DTL
530
Dynamic Technology Lab
Singapore
$664K +$41.2K +85 +7%
DWM
531
Diversify Wealth Management
Utah
$663K -$165K -337 -20%
GC
532
Gilbert & Cook
Iowa
$661K +$9.69K +20 +1%
TCM
533
Twin Capital Management
Pennsylvania
$653K -$4.85K -10 -0.7%
AWM
534
Accurate Wealth Management
Florida
$639K +$2.93K +6 +0.5%
PCS
535
Personal CFO Solutions
New Jersey
$634K -$210K -434 -25%
ACA
536
Aptus Capital Advisors
Alabama
$630K +$209K +432 +50%
NP
537
NorthRock Partners
Minnesota
$625K -$101K -209 -14%
PAS
538
Park Avenue Securities
New York
$611K -$706K -1,459 -54%
MG
539
Mather Group
Illinois
$609K +$12.6K +26 +2%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$606K -$29.5K -61 -5%
GC
541
Guggenheim Capital
Illinois
$599K -$1.68M -3,459 -74%
SAM
542
Smartleaf Asset Management
Massachusetts
$592K +$425K +876 +255%
SCM
543
Sterling Capital Management
North Carolina
$592K -$75.6K -156 -11%
GI
544
GAMMA Investing
California
$591K +$81.4K +168 +16%
SAM
545
Sompo Asset Management
Japan
$586K +$9.69K +20 +2%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$584K -$18.4K -38 -3%
CI
547
CX Institutional
Indiana
$583K +$3.39K +7 +0.6%
RBI
548
Raiffeisen Bank International
Austria
$583K +$583K +1,200 New
BOTPPF
549
Board of the Pension Protection Fund
United Kingdom
$581K +$581K +1,200 New
TFS
550
Thoroughbred Financial Services
Tennessee
$580K -$5.81K -12 -1%
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