686 hedge funds and large institutions have $17.6B invested in Gartner in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 255 increasing their positions, 266 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-17
Holders Change %
-2.42%
% of All Funds
11.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
75
Increased
255
Reduced
266
Closed
79
Calls
$61.6M
Puts
$82.4M
Net Calls
-$20.7M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
576
Bartlett & Co Wealth Management
Ohio
$66K +$17.2K +71 +35%
BC
577
Bartlett & Co
Ohio
$66K +$17.2K +71 +35%
TPCW
578
TD Private Client Wealth
New York
$60.5K +$1.94K +8 +3%
PCG
579
Private Capital Group
Connecticut
$56K -$45.2K -188 -45%
CWC
580
Carolinas Wealth Consulting
North Carolina
$55K +$23.3K +96 +73%
CCA
581
Column Capital Advisors
Indiana
$53K
Bank of Montreal
582
Bank of Montreal
Ontario, Canada
$45.9K -$3.2K -12,753 -7%
CI
583
CX Institutional
Indiana
$44K +$44K +181 New
POIA
584
Pin Oak Investment Advisors
Texas
$43K -$9.37K -39 -18%
CA
585
CoreCap Advisors
Michigan
$43K +$43K +177 New
BFEC
586
Benjamin F. Edwards & Company
Missouri
$41K +$12.1K +50 +42%
SSG
587
Summit Securities Group
New York
$41K +$33K +136 +412%
C
588
Covestor
United Kingdom
$40K -$18K -75 -31%
CHA
589
Carmichael Hill & Associates
Maryland
$39K
FAM
590
Fred Alger Management
New York
$39K
MCC
591
Money Concepts Capital
Florida
$39K +$17K +70 +77%
PTC
592
Private Trust Company
Ohio
$39K +$39K +160 New
PFBT
593
Parkside Financial Bank & Trust
Missouri
$38K -$6.13K -25 -14%
WB
594
Webster Bank
Connecticut
$38K
SWM
595
SeaCrest Wealth Management
New York
$37K +$37K +153 New
CFO
596
CVA Family Office
Colorado
$35K -$7.24K -30 -17%
TFS
597
TrustCore Financial Services
Tennessee
$35K
BIA
598
Bell Investment Advisors
California
$35K +$35K +145 New
JWA
599
JFS Wealth Advisors
Pennsylvania
$32K +$3.42K +14 +12%
AF
600
Allworth Financial
California
$30K +$476 +2 +2%