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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
576
Lido Advisors
California
$434K +$24.3K +51 +6%
WAG
577
Wallace Advisory Group
California
$432K +$9.02K +20 +2%
BS
578
Banco Santander
Spain
$427K +$427K +896 New
STA
579
Summit Trail Advisors
New York
$424K +$134K +282 +46%
HCA
580
Harbor Capital Advisors
Illinois
$423K +$423K +888 New
MG
581
MilWealth Group
Wisconsin
$423K – – –
GSC
582
Grey Street Capital
Illinois
$420K +$420K +881 New
AG
583
Ascent Group
Virginia
$416K +$2.38K +5 +0.6%
SC
584
Savant Capital
Illinois
$413K +$37.7K +79 +10%
EFM
585
E Fund Management
China
$411K -$7.15K -15 -2%
FW
586
FirstPurpose Wealth
Utah
$404K -$17.6K -38 -4%
AF
587
Allworth Financial
California
$402K +$17.6K +37 +5%
SFI
588
Siemens Fonds Invest
Germany
$395K -$18.1K -38 -4%
OPCM
589
Osborne Partners Capital Management
California
$393K -$238K -500 -38%
GM
590
GeoWealth Management
Illinois
$392K -$42.4K -89 -10%
OWA
591
Opal Wealth Advisors
New York
$389K +$6.67K +14 +2%
CI
592
Cigna Investments
Connecticut
$385K -$7.17K -15 -2%
DJSG
593
D.J. St. Germain
Massachusetts
$381K – – –
SRC
594
Shufro Rose & Co
New York
$381K – – –
FCP
595
Fidelis Capital Partners
Florida
$381K +$54.8K +115 +17%
AWM
596
Apollon Wealth Management
South Carolina
$378K -$146K -307 -28%
NAS
597
Nicolet Advisory Services
Wisconsin
$376K +$44.2K +94 +13%
RP
598
Riverwater Partners
Wisconsin
$369K -$21.5K -45 -5%
AC
599
AXQ Capital
New Jersey
$364K +$76.3K +160 +27%
GC
600
GFG Capital
Florida
$363K -$18.1K -38 -5%
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