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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
551
Wolverine Asset Management
Illinois
$498K – – –
TCM
552
Teza Capital Management
Illinois
$496K +$496K +979 New
SC
553
Syon Capital
California
$495K -$3.04K -6 -0.6%
WBC
554
Westpac Banking Corp
Australia
$494K +$193K +381 +64%
NIM
555
NEOS Investment Management
Connecticut
$493K – – –
SC
556
Savant Capital
Illinois
$486K +$50.2K +99 +12%
JIC
557
Johnson Investment Counsel
Ohio
$482K -$3.55K -7 -0.7%
CP
558
Castleview Partners
Texas
$481K -$3.55K -7 -0.7%
STA
559
Summit Trail Advisors
New York
$480K +$35.5K +70 +8%
CFG
560
Citizens Financial Group
Rhode Island
$480K +$80.6K +159 +20%
Marshall Wace
561
Marshall Wace
United Kingdom
$479K +$479K +945 New
HTC
562
Haverford Trust Company
Pennsylvania
$477K +$103K +203 +27%
FFM
563
Forum Financial Management
Illinois
$469K +$1.52K +3 +0.3%
ECM
564
Evergreen Capital Management
Washington
$468K +$468K +923 New
TAM
565
Trust Asset Management
Texas
$468K – – –
TA
566
Tectonic Advisors
Texas
$465K – – –
CT
567
ClearAlpha Technologies
Connecticut
$462K +$462K +911 New
FFA
568
Farther Finance Advisors
California
$458K -$26.9K -53 -6%
MA
569
MJP Associates
Connecticut
$457K +$5.57K +11 +1%
PAG
570
Private Advisor Group
New Jersey
$456K +$190K +375 +71%
VFA
571
Valeo Financial Advisors
Indiana
$456K +$5.07K +10 +1%
HCA
572
Harbor Capital Advisors
Illinois
$454K +$1.02K +2 +0.2%
AG
573
Ascent Group
Virginia
$449K +$8.11K +16 +2%
LFG
574
Larson Financial Group
Missouri
$441K +$441K +870 New
ACA
575
Aptus Capital Advisors
Alabama
$440K +$41.6K +82 +10%
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