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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$219M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.1B
2
GIM
2
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$737M
5
JCM
5
Junto Capital Management
New York
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
576
TCI Wealth Advisors
Arizona
$9K 38 +3 +9%
GRP
577
Global Retirement Partners
California
$8K 31 – –
CFD
578
Creative Financial Designs
Indiana
$8K 34 – –
GWS
579
Glassman Wealth Services
Virginia
$8K 31 +8 +35%
RDWM
580
Red Door Wealth Management
Tennessee
$8K 34 +34 New
ADL
581
Asset Dedication LLC
California
$8K 35 +35 New
AWA
582
Arkadios Wealth Advisors
Georgia
$8K 36 +36 New
Jones Financial Companies
583
Jones Financial Companies
Missouri
$7K 29 +29 New
AIG
584
American International Group
New York
$6.58K 27,180 -1,495 -5%
SWA
585
Sutton Wealth Advisors
Florida
$6.06K 25 – –
AF
586
Allworth Financial
California
$6K 23 – –
ZB
587
Zions Bancorporation
Utah
$5K 20 – –
EFSCE
588
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 20 – –
MCM
589
MV Capital Management
Maryland
$5K 19 +15 +375%
SWA
590
SOA Wealth Advisors
New York
$5K 23 +18 +360%
AAP
591
Arax Advisory Partners
Colorado
$5K 22 +22 New
VCM
592
Versant Capital Management
Arizona
$4K 15 -27 -64%
APWA
593
Atlas Private Wealth Advisors
New Jersey
$4K 16 -21 -57%
JCM
594
Jacobi Capital Management
Pennsylvania
$4K 15 – –
CA
595
Clearstead Advisors
Ohio
$3K 14 +14 New
GFPC
596
Global Financial Private Client
Florida
$2.73K 11 – –
BBHC
597
Brown Brothers Harriman & Co
New York
$2.64K 10,881 -68 -0.6%
BAM
598
Bellevue Asset Management
Washington
$2K 7 -5 -42%
SFO
599
Standard Family Office
South Dakota
$2K 10 – –
BWM
600
BerganKDV Wealth Management
Minnesota
$2K 8 – –
22 23
24
25 26