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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
551
Walleye Capital
New York
$501K +$501K +1,050 New
MCM
552
Monument Capital Management
Virginia
$497K – – –
FHB
553
First Hawaiian Bank
Hawaii
$496K -$48.6K -102 -9%
MFG
554
Merit Financial Group
Georgia
$491K +$491K +1,145 New
MA
555
MJP Associates
Connecticut
$488K +$91.5K +192 +23%
CP
556
Castleview Partners
Texas
$488K +$30.5K +64 +7%
VWM
557
VCI Wealth Management
Missouri
$487K +$487K +1,021 New
CIS
558
Custom Index Systems
New York
$480K +$480K +1,008 New
MC
559
Machina Capital
France
$477K +$477K +1,001 New
NMM
560
Naples Money Management
Florida
$477K – – –
WCM
561
Wallace Capital Management
Texas
$477K – – –
MG
562
Mather Group
Illinois
$476K +$451 +1 +0.1%
JIC
563
Johnson Investment Counsel
Ohio
$473K +$13.8K +29 +3%
CG
564
Caprock Group
Idaho
$472K +$30K +63 +7%
WAM
565
Wolverine Asset Management
Illinois
$468K -$191K -400 -29%
AC
566
Avestar Capital
New York
$468K +$19.1K +40 +4%
NIM
567
NEOS Investment Management
Connecticut
$463K -$8.58K -18 -2%
SC
568
Syon Capital
California
$456K -$433K -909 -49%
UWS
569
Unique Wealth Strategies
Illinois
$454K +$454K +952 New
BMCM
570
Burns Matteson Capital Management
New York
$447K +$232K +486 +108%
IAA
571
Independent Advisor Alliance
North Carolina
$441K -$476 -1 -0.1%
TAM
572
Trust Asset Management
Texas
$440K – – –
FFM
573
Forum Financial Management
Illinois
$439K – – –
IFU
574
iSAM Funds (UK)
United Kingdom
$439K +$439K +922 New
TA
575
Tectonic Advisors
Texas
$437K – – –
21 22
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