858 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+73
Holders Change %
+9.3%
% of All Funds
12.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
326
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
576
GeoWealth Management
Illinois
$411K +$411K +911 New
FW
577
FirstPurpose Wealth
Utah
$411K +$11.3K +25 +3%
RFC
578
Regions Financial Corp
Alabama
$410K +$38.8K +86 +10%
AA
579
ALPS Advisors
Colorado
$408K -$24.8K -55 -6%
MG
580
MilWealth Group
Wisconsin
$400K -$66.3K -147 -14%
EFM
581
E Fund Management
China
$396K +$3.61K +8 +0.9%
SFI
582
Siemens Fonds Invest
Germany
$391K +$91.1K +202 +30%
AG
583
Ascent Group
Virginia
$391K -$3.61K -8 -0.9%
Lido Advisors
584
Lido Advisors
California
$388K -$8.57K -19 -2%
MA
585
MJP Associates
Connecticut
$375K +$60K +133 +19%
CI
586
Cigna Investments
Connecticut
$370K -$6.31K -14 -2%
RP
587
Riverwater Partners
Wisconsin
$369K
VFA
588
Valeo Financial Advisors
Indiana
$364K -$3.61K -8 -1%
AF
589
Allworth Financial
California
$364K +$9.92K +22 +3%
OWA
590
Opal Wealth Advisors
New York
$362K -$1.35K -3 -0.4%
DJSG
591
D.J. St. Germain
Massachusetts
$361K
GC
592
GFG Capital
Florida
$360K -$19K -42 -5%
SAM
593
Shell Asset Management
Netherlands
$359K +$129K +285 +56%
SC
594
Savant Capital
Illinois
$355K -$73.5K -163 -17%
TP
595
Tranquility Partners
Tennessee
$352K -$8.57K -19 -2%
KI
596
Kapitalo Investimentos
Brazil
$351K +$351K +778 New
OCBCO
597
Oversea-Chinese Banking Corp (OCBC)
Singapore
$349K +$349K +774 New
MC
598
Moors & Cabot
Massachusetts
$346K +$2.26K +5 +0.7%
ACA
599
Aptus Capital Advisors
Alabama
$342K -$33.4K -74 -9%
KV
600
Kickstand Ventures
New York
$339K -$451 -1 -0.1%