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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
576
Meritage Group
California
$251K +$251K +772 New
LFA
577
LGT Financial Advisors
Texas
$249K -$25.1K -77 -9%
NWA
578
New World Advisors
Massachusetts
$247K – – –
CG
579
Caprock Group
Idaho
$244K +$244K +749 New
GC
580
Gilbert & Cook
Iowa
$241K -$392K -1,202 -62%
BBHC
581
Brown Brothers Harriman & Co
New York
$240K +$7.17K +22 +3%
RWB
582
RMR Wealth Builders
New Jersey
$237K – – –
LNC
583
Lincoln National Corp
Pennsylvania
$237K +$237K +726 New
WS
584
Wedbush Securities
California
$233K +$11.7K +36 +5%
BWP
585
BSW Wealth Partners
Colorado
$232K -$13.7K -42 -6%
MC
586
Moors & Cabot
Massachusetts
$232K -$8.8K -27 -4%
TF
587
TIAA FSB
Florida
$231K -$6.84K -21 -3%
BBW
588
Blue Barn Wealth
Utah
$228K +$11.4K +35 +5%
SACTSONJ
589
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228K – – –
VI
590
Versor Investments
New York
$228K +$228K +700 New
HW
591
Hancock Whitney
Mississippi
$225K -$13.4K -41 -6%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$222K -$3.26K -10 -1%
AUB
593
Atlantic Union Bankshares
Virginia
$220K +$220K +676 New
PA
594
Procyon Advisors
Connecticut
$219K -$652 -2 -0.3%
SC
595
Savant Capital
Illinois
$219K -$652 -2 -0.3%
ACA
596
Aptus Capital Advisors
Alabama
$218K +$218K +669 New
QPWM
597
Quadrant Private Wealth Management
Pennsylvania
$218K – – –
PAG
598
Private Advisor Group
New Jersey
$217K -$564K -1,731 -72%
CGL
599
Clarius Group LLC
Washington
$217K -$6.84K -21 -3%
SFI
600
Siemens Fonds Invest
Germany
$217K -$1.96K -6 -0.9%
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