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Gartner
IT

Overview Fund Activity

762 hedge funds and large institutions have $26.1B invested in Gartner in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 234 increasing their positions, 302 reducing their positions, and 42 closing their positions.

Holders
762
Holders Change
+72
Holders Change %
+10.43%
% of All Funds
12.29%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
127
Increased
234
Reduced
302
Closed
42
Calls
$153M
Puts
$57.7M
Net Calls
+$95.7M
Net Calls Change
+$140M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$723M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$907M
4
AIM
4
Artemis Investment Management
United Kingdom
$105M
5
Bank of America
5
Bank of America
North Carolina
$301M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$119M
2
GKIM
2
GW&K Investment Management
Massachusetts
$204K
3
BAMCO Inc
3
BAMCO Inc
New York
$1.65B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$4.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
551
AE Wealth Management
Kansas
$300K +$300K +893 New
RFC
552
Regions Financial Corp
Alabama
$296K -$367K -1,092 -55%
SRC
553
Shufro Rose & Co
New York
$295K – – –
FMAEN1
554
Fund Management at Engine No 1
California
$292K +$36.6K +109 +14%
BF
555
BOK Financial
Oklahoma
$287K +$672 +2 +0.2%
MNBTD
556
Moody National Bank Trust Division
Texas
$286K – – –
HWM
557
HB Wealth Management
Georgia
$284K +$284K +845 New
ASN
558
Advisory Services Network
Georgia
$284K -$219K -651 -44%
LFA
559
LGT Financial Advisors
Texas
$282K +$282K +840 New
FWM
560
Fairhaven Wealth Management
Illinois
$282K +$20.8K +62 +8%
HNB
561
Huntington National Bank
Ohio
$270K -$28.2K -84 -9%
EFM
562
E Fund Management
China
$267K -$6.05K -18 -2%
DADC
563
D.A. Davidson & Co
Montana
$265K +$265K +789 New
GA
564
Geller Advisors
New York
$263K -$4.03K -12 -2%
OWA
565
Opal Wealth Advisors
New York
$262K -$38K -113 -13%
Pacer Advisors
566
Pacer Advisors
Pennsylvania
$261K -$9.51M -28,289 -97%
NWA
567
New World Advisors
Massachusetts
$255K +$255K +759 New
BWP
568
BSW Wealth Partners
Colorado
$254K +$254K +755 New
Verition Fund Management
569
Verition Fund Management
Connecticut
$254K -$470K -1,398 -65%
BAMF
570
BI Asset Management Fondsmaeglerselskab
Denmark
$249K +$249K +742 New
MC
571
Moors & Cabot
Massachusetts
$248K – – –
CAG
572
Crestwood Advisors Group
Massachusetts
$246K -$24.2K -72 -9%
HW
573
Hancock Whitney
Mississippi
$246K -$14.5K -43 -6%
TF
574
TIAA FSB
Florida
$245K +$245K +730 New
HSA
575
HBK Sorce Advisory
Pennsylvania
$245K +$245K +730 New
21 22
23
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