774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
576
Lincoln National Corp
Pennsylvania
$272K +$17.9K +51 +7%
EFM
577
E Fund Management
China
$271K -$27.6K -79 -9%
NP
578
NorthRock Partners
Minnesota
$270K -$37.8K -108 -12%
MG
579
Meritage Group
California
$267K -$3.86K -11 -1%
OP
580
ORG Partners
Indiana
$266K +$266K +758 New
SC
581
Sepio Capital
Utah
$265K -$297K -847 -53%
LFA
582
LGT Financial Advisors
Texas
$260K -$7.01K -20 -3%
AP
583
Americana Partners
Texas
$259K +$259K +738 New
GA
584
Geller Advisors
New York
$255K -$38.9K -111 -13%
VFA
585
Valeo Financial Advisors
Indiana
$255K +$255K +727 New
RWB
586
RMR Wealth Builders
New Jersey
$254K
CGL
587
Clarius Group LLC
Washington
$254K +$21.4K +61 +9%
BWP
588
BSW Wealth Partners
Colorado
$252K +$2.45K +7 +1%
TF
589
TIAA FSB
Florida
$250K +$1.75K +5 +0.7%
MC
590
Moors & Cabot
Massachusetts
$249K
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$249K +$249K +710 New
SACTSONJ
592
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$245K
ICG
593
InterOcean Capital Group
Tennessee
$242K -$77.4K -221 -24%
NAS
594
Nicolet Advisory Services
Wisconsin
$241K +$1.05K +3 +0.4%
ACA
595
Aptus Capital Advisors
Alabama
$240K +$5.96K +17 +3%
PPC
596
Park Place Capital
Alabama
$240K +$11.9K +34 +5%
SWM
597
Salvus Wealth Management
New Jersey
$240K +$8.06K +23 +3%
QPWM
598
Quadrant Private Wealth Management
Pennsylvania
$239K +$5.26K +15 +2%
HW
599
Hancock Whitney
Mississippi
$239K -$3.16K -9 -1%
PWPS
600
Pinnacle Wealth Planning Services
Ohio
$238K