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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRL
576
Scientech Research LLC
New Jersey
$438K -$129K -254 -23%
IWC
577
Integrated Wealth Concepts
Massachusetts
$436K – – –
GM
578
GeoWealth Management
Illinois
$434K -$7.6K -15 -2%
LOAMU
579
Lombard Odier Asset Management (USA)
New York
$432K +$432K +853 New
IAA
580
Independent Advisor Alliance
North Carolina
$432K -$74K -146 -15%
WAG
581
Wallace Advisory Group
California
$430K -$9.88K -22 -2%
BMCM
582
Burns Matteson Capital Management
New York
$426K -$10.6K -21 -2%
TSS
583
Two Sigma Securities
New York
$425K -$356K -703 -46%
NAS
584
Nicolet Advisory Services
Wisconsin
$424K -$9.15K -18 -2%
LCM
585
Landscape Capital Management
New Jersey
$422K +$422K +833 New
SFI
586
Siemens Fonds Invest
Germany
$416K – – –
DC
587
Davenport & Co
Virginia
$414K +$25.3K +50 +7%
DJSG
588
D.J. St. Germain
Massachusetts
$411K – – –
AC
589
Avestar Capital
New York
$411K +$45.1K +89 +12%
DWT
590
Dorsey & Whitney Trust
South Dakota
$408K +$20.8K +41 +5%
SAM
591
Shell Asset Management
Netherlands
$403K +$403K +796 New
CI
592
Cigna Investments
Connecticut
$401K -$7.6K -15 -2%
NRD
593
Nebula Research & Development
New York
$399K -$12.2K -24 -3%
CG
594
Cynosure Group
Utah
$397K -$1.63M -3,226 -80%
WANY
595
Wealthspire Advisors (New York)
New York
$395K +$71K +140 +22%
AFA
596
Arlington Financial Advisors
California
$395K – – –
JF
597
Jump Financial
Illinois
$394K -$930K -1,836 -70%
RP
598
Riverwater Partners
Wisconsin
$393K – – –
SRC
599
Shufro Rose & Co
New York
$390K – – –
SCM
600
Stevens Capital Management
Pennsylvania
$385K +$385K +759 New
22 23
24
25 26