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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
576
Summit Trail Advisors
New York
$394K -$5.39K -12 -1%
GM
577
GeoWealth Management
Illinois
$392K +$22.5K +50 +6%
AG
578
Ascent Group
Virginia
$391K -$449 -1 -0.1%
SRC
579
Shufro Rose & Co
New York
$390K +$30.5K +68 +9%
TWC
580
TD Waterhouse Canada
Ontario, Canada
$388K -$187K -424 -33%
BMCM
581
Burns Matteson Capital Management
New York
$387K -$33.7K -75 -8%
SC
582
Savant Capital
Illinois
$386K -$2.69K -6 -0.7%
IWC
583
Integrated Wealth Concepts
Massachusetts
$386K -$464K -1,034 -55%
NAS
584
Nicolet Advisory Services
Wisconsin
$382K +$22.9K +51 +6%
AWM
585
Apollon Wealth Management
South Carolina
$381K +$24.7K +55 +7%
SFI
586
Siemens Fonds Invest
Germany
$369K -$3.59K -8 -1%
DJSG
587
D.J. St. Germain
Massachusetts
$365K +$5.39K +12 +2%
NRD
588
Nebula Research & Development
New York
$364K +$364K +811 New
CI
589
Cigna Investments
Connecticut
$362K – – –
CFG
590
Citizens Financial Group
Rhode Island
$354K +$354K +788 New
HNB
591
Huntington National Bank
Ohio
$354K +$23.8K +53 +7%
ACA
592
Aptus Capital Advisors
Alabama
$353K +$17.1K +38 +5%
UF
593
Univest Financial
Pennsylvania
$350K +$350K +780 New
AFA
594
Arlington Financial Advisors
California
$350K +$350K +779 New
MG
595
MilWealth Group
Wisconsin
$348K -$49.8K -111 -13%
OWA
596
Opal Wealth Advisors
New York
$348K -$19.3K -43 -5%
RP
597
Riverwater Partners
Wisconsin
$348K – – –
BCM
598
Bayesian Capital Management
New York
$345K +$345K +768 New
DC
599
Davenport & Co
Virginia
$344K +$96.1K +214 +39%
DWT
600
Dorsey & Whitney Trust
South Dakota
$344K +$26K +58 +8%
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