774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
551
Trust Asset Management
Texas
$323K
FFM
552
Forum Financial Management
Illinois
$323K
AFC
553
AFT Forsyth & Company
Florida
$322K -$28K -80 -8%
TA
554
Tectonic Advisors
Texas
$321K -$101K -288 -24%
SFA
555
Sequoia Financial Advisors
Ohio
$321K -$52.2K -149 -14%
AT
556
American Trust
Kentucky
$318K -$10.9K -31 -3%
DADC
557
D.A. Davidson & Co
Montana
$313K +$1.75K +5 +0.6%
PCM
558
Penserra Capital Management
California
$312K +$169K +485 +119%
FW
559
FirstPurpose Wealth
Utah
$311K -$62.4K -178 -17%
IA
560
Inspire Advisors
Idaho
$310K +$38.9K +111 +14%
PA
561
Procyon Advisors
Connecticut
$304K +$68.3K +195 +29%
AG
562
Ascent Group
Virginia
$301K -$60.3K -179 -17%
Wolverine Trading
563
Wolverine Trading
Illinois
$300K +$300K +876 New
MNBTD
564
Moody National Bank Trust Division
Texas
$298K
GC
565
GFG Capital
Florida
$296K -$65.2K -186 -18%
PTC
566
Petrus Trust Company
Texas
$294K +$294K +839 New
KCM
567
Kendall Capital Management
Maryland
$293K +$293K +835 New
OWA
568
Opal Wealth Advisors
New York
$293K -$3.15K -9 -1%
GC
569
Gilbert & Cook
Iowa
$288K +$29.1K +83 +11%
RFC
570
Regions Financial Corp
Alabama
$288K -$11.6K -33 -4%
HNB
571
Huntington National Bank
Ohio
$285K -$47.6K -136 -14%
HWM
572
HB Wealth Management
Georgia
$284K -$1.75K -5 -0.6%
SRC
573
Shufro Rose & Co
New York
$280K
Simplex Trading
574
Simplex Trading
Illinois
$280K -$602K -1,722 -68%
OC
575
Oppenheimer & Co
New York
$275K -$236K -674 -46%