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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$178M
2
CCM
2
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$49.1M
4
JCM
4
Junto Capital Management
New York
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$53.4M
2
ACM
2
Atlanta Capital Management
Georgia
$507M
3
GIM
3
Generation Investment Management
United Kingdom
$898M
4
MCM
4
Melvin Capital Management
New York
$233M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
551
Allworth Financial
California
$4K – – –
EFSCE
552
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
GWS
553
Glassman Wealth Services
Virginia
$4K +$870 +5 +28%
MWP
554
Meridian Wealth Partners
Pennsylvania
$4K +$4K +23 New
AIC
555
Ameritas Investment Company
Nebraska
$3.65K +$3.65K +20 New
Nisa Investment Advisors
556
Nisa Investment Advisors
Missouri
$3.33K – – –
JCM
557
Jacobi Capital Management
Pennsylvania
$3K – – –
IAIM
558
International Assets Investment Management
Florida
$3K – – –
CWP
559
Concord Wealth Partners
Virginia
$3K +$3K +17 New
GFPC
560
Global Financial Private Client
Florida
$2.06K – – –
BAM
561
Bellevue Asset Management
Washington
$2K -$333 -2 -14%
JPLA
562
Joseph P. Lucia & Associates
New York
$2K – – –
PWMG
563
Prestige Wealth Management Group
New Jersey
$2K – – –
SFO
564
Standard Family Office
South Dakota
$2K – – –
BBHC
565
Brown Brothers Harriman & Co
New York
$2K – – –
MLFP
566
MPS Loria Financial Planners
Illinois
$1K – – –
BWM
567
BerganKDV Wealth Management
Minnesota
$1K – – –
MCM
568
MV Capital Management
Maryland
$1K +$1K +4 New
SWM
569
Sugarloaf Wealth Management
Georgia
$14 – – –
NC
570
Nitorum Capital
New York
– -$53.2M -332,094 Closed
Balyasny Asset Management
571
Balyasny Asset Management
Illinois
– -$24.6M -153,635 Closed
LC
572
Lunia Capital
Texas
– -$9.26M -57,796 Closed
BCI
573
Brinker Capital Investments
Pennsylvania
– -$3.46M -21,602 Closed
TAMH
574
Taikang Asset Management (HK)
Hong Kong
– -$3.06M -19,070 Closed
JAM
575
Jupiter Asset Management
United Kingdom
– -$2.97M -18,559 Closed
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