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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WDC
551
Woodward Diversified Capital
California
$238K 712 +32 +5%
WS
552
Wedbush Securities
California
$236K 705 -73 -9%
SACTSONJ
553
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$234K 700 – –
MWM
554
MinichMacGregor Wealth Management
New York
$234K 700 – –
GA
555
Geller Advisors
New York
$233K 698 +1 +0.1%
FANJ
556
Financial Architects (New Jersey)
New Jersey
$231K 692 -419 -38%
BBW
557
Blue Barn Wealth
Utah
$231K 692 -14 -2%
AWE
558
Avidian Wealth Enterprises
Texas
$230K 688 +27 +4%
FPS
559
Fieldpoint Private Securities
Connecticut
$228K 682 +60 +10%
AAM
560
Arabesque Asset Management
United Kingdom
$217K 649 +649 New
RCAG
561
Rehmann Capital Advisory Group
Michigan
$216K 645 -10 -2%
ACI
562
Alpha Cubed Investments
California
$212K 635 +635 New
WTC
563
WhitTier Trust Company
Nevada
$211K 630 – –
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$211K 631 +631 New
ESCM
565
Echo Street Capital Management
New York
$210K 627 -1,205 -66%
FFG
566
Fortem Financial Group
California
$210K 629 +629 New
OR
567
Olympiad Research
Connecticut
$207K 619 -175 -22%
AP
568
Americana Partners
Texas
$206K 617 -335 -35%
BWP
569
BSW Wealth Partners
Colorado
$206K 617 +617 New
BF
570
BOK Financial
Oklahoma
$205K 614 +614 New
MPM
571
MBB Public Markets
Illinois
$202K 604 +604 New
CTC
572
Central Trust Company
Missouri
$193K 576 -63 -10%
QT
573
Quantbot Technologies
New York
$169K 507 -5,663 -92%
PCG
574
Private Capital Group
Connecticut
$145K 435 – –
QCG
575
Quadrant Capital Group
Ohio
$135K 404 +61 +18%
21 22
23
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