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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
551
Liberty Capital Management
Michigan
$485K – – –
DADC
552
D.A. Davidson & Co
Montana
$477K – – –
MCM
553
Monument Capital Management
Virginia
$474K +$5.84K +13 +1%
FHB
554
First Hawaiian Bank
Hawaii
$473K +$5.84K +13 +1%
CIS
555
Custom Index Systems
New York
$467K +$14.4K +32 +3%
SWA
556
Stratos Wealth Advisors
Ohio
$465K -$213K -474 -31%
UWS
557
Unique Wealth Strategies
Illinois
$454K – – –
Renaissance Technologies
558
Renaissance Technologies
New York
$453K -$32.5M -72,300 -99%
WCM
559
Wallace Capital Management
Texas
$449K – – –
IAA
560
Independent Advisor Alliance
North Carolina
$448K +$32.3K +72 +8%
NMM
561
Naples Money Management
Florida
$441K – – –
SC
562
Syon Capital
California
$441K +$11.2K +25 +3%
WAM
563
Wolverine Asset Management
Illinois
$441K – – –
WAG
564
Wallace Advisory Group
California
$440K +$10.3K +23 +2%
NIM
565
NEOS Investment Management
Connecticut
$436K – – –
JIC
566
Johnson Investment Counsel
Ohio
$430K -$15.7K -35 -4%
CP
567
Castleview Partners
Texas
$429K -$30.1K -67 -7%
CM
568
Capula Management
Cayman Islands
$428K +$140K +312 +49%
FFA
569
Farther Finance Advisors
California
$422K +$141K +320 +50%
TAM
570
Trust Asset Management
Texas
$414K – – –
FFM
571
Forum Financial Management
Illinois
$414K – – –
TA
572
Tectonic Advisors
Texas
$412K – – –
HCA
573
Harbor Capital Advisors
Illinois
$401K +$2.25K +5 +0.6%
MA
574
MJP Associates
Connecticut
$400K -$60.2K -134 -13%
VFA
575
Valeo Financial Advisors
Indiana
$399K +$40.9K +91 +11%
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