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Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
2
Findlay Park Partners
United Kingdom
$145M
3
PI
3
Putnam Investments
Massachusetts
$136M
4
AI
4
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$92.5M
2
JCM
2
Junto Capital Management
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Ameriprise
4
Ameriprise
Minnesota
$65.8M
5
Harris Associates
5
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMAEN1
551
Fund Management at Engine No 1
California
$211K +$211K +761 New
WFA
552
Wipfli Financial Advisors
Wisconsin
$206K +$206K +745 New
DWM
553
Drive Wealth Management
Utah
$204K -$73.7K -266 -27%
OC
554
Oppenheimer & Co
New York
$204K +$204K +737 New
MC
555
Moors & Cabot
Massachusetts
$204K +$204K +738 New
SF
556
Summit Financial
New Jersey
$201K +$201K +728 New
RWB
557
RMR Wealth Builders
New Jersey
$201K +$201K +726 New
BBHC
558
Brown Brothers Harriman & Co
New York
$198K – – –
WTC
559
WhitTier Trust Company
Nevada
$174K – – –
TIM
560
Tortoise Investment Management
New York
$166K -$33.5K -121 -17%
O
561
Ossiam
France
$162K +$161K +583 +14,575%
CIM
562
Contravisory Investment Management
Massachusetts
$157K +$157K +566 New
ETC
563
Exchange Traded Concepts
Oklahoma
$146K -$440K -1,594 -75%
WTA
564
Washington Trust Advisors
Massachusetts
$138K -$28K -101 -17%
CTC
565
Central Trust Company
Missouri
$138K +$1.11K +4 +0.8%
SIM
566
Sentry Investment Management
Wisconsin
$137K -$25.4K -92 -16%
TWM
567
Tradition Wealth Management
Minnesota
$137K +$137K +494 New
EBA
568
Eagle Bay Advisors
New York
$135K +$19.8K +71 +17%
CMF
569
Counterpoint Mutual Funds
California
$128K +$128K +461 New
QCG
570
Quadrant Capital Group
Ohio
$122K +$10.2K +37 +9%
PCM
571
Penserra Capital Management
California
$107K +$2.75K +10 +3%
QC
572
Quent Capital
New York
$105K -$7.22K -26 -6%
CWM
573
Castle Wealth Management
Florida
$101K – – –
T
574
TOBAM
France
$99K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
575
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92K +$92K +333 New
21 22
23
24 25