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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
551
Riverwater Partners
Wisconsin
$304K – – –
TAM
552
Trust Asset Management
Texas
$301K +$3.91K +12 +1%
FFM
553
Forum Financial Management
Illinois
$300K – – –
ICG
554
InterOcean Capital Group
Tennessee
$297K +$297K +911 New
BCV
555
Banque Cantonale Vaudoise
Switzerland
$293K -$1.69M -5,200 -85%
AWM
556
Apollon Wealth Management
South Carolina
$291K -$72K -221 -20%
DADC
557
D.A. Davidson & Co
Montana
$289K +$32.3K +99 +13%
NP
558
NorthRock Partners
Minnesota
$287K -$37.1K -114 -11%
RFC
559
Regions Financial Corp
Alabama
$279K -$8.49K -26 -3%
EFM
560
E Fund Management
China
$278K +$19.5K +60 +8%
MNBTD
561
Moody National Bank Trust Division
Texas
$277K – – –
OWA
562
Opal Wealth Advisors
New York
$275K +$21.8K +67 +9%
GA
563
Geller Advisors
New York
$274K +$18.9K +58 +7%
BFM
564
Boothbay Fund Management
New York
$273K -$1.45M -4,456 -84%
CIP
565
Convergence Investment Partners
Florida
$272K +$272K +834 New
FL
566
Fort LP
Maryland
$267K -$130K -400 -33%
HWM
567
HB Wealth Management
Georgia
$266K -$9.77K -30 -4%
RA
568
RFG Advisory
Alabama
$263K +$263K +808 New
SRC
569
Shufro Rose & Co
New York
$261K -$25.4K -78 -9%
BAMF
570
BI Asset Management Fondsmaeglerselskab
Denmark
$259K +$17.6K +54 +7%
MC
571
Machina Capital
France
$255K +$255K +782 New
CAG
572
Crestwood Advisors Group
Massachusetts
$252K +$13.7K +42 +6%
IWC
573
Integrated Wealth Concepts
Massachusetts
$252K +$252K +774 New
IA
574
Inspire Advisors
Idaho
$252K +$16K +49 +7%
SEC
575
Seven Eight Capital
New York
$251K +$251K +772 New
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