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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
576
Bryce Point Capital
New York
$485K +$485K +1,002 New
SRL
577
Scientech Research LLC
New Jersey
$483K +$64.4K +133 +15%
CNBT
578
Canandaigua National Bank & Trust
New York
$481K -$236K -487 -33%
FAN
579
Financial Advisors Network
California
$481K +$481K +992 New
RF
580
Rossby Financial
Florida
$479K +$479K +989 New
GL
581
Graypoint LLC
New York
$477K -$113K -234 -19%
WAM
582
Wolverine Asset Management
Illinois
$476K – – –
NIM
583
NEOS Investment Management
Connecticut
$468K -$3.39K -7 -0.7%
WBC
584
Westpac Banking Corp
Australia
$465K -$6.78K -14 -1%
DFCM
585
Dark Forest Capital Management
Puerto Rico
$465K -$90.6K -187 -16%
KMWM
586
Keudell/Morrison Wealth Management
Oregon
$462K -$76.5K -158 -14%
DS
587
DRW Securities
Illinois
$458K +$240K +496 +110%
SC
588
Syon Capital
California
$457K -$15.5K -32 -3%
HTC
589
Haverford Trust Company
Pennsylvania
$456K – – –
AC
590
Avestar Capital
New York
$452K +$59.6K +123 +15%
AG
591
Ascent Group
Virginia
$450K +$20.3K +42 +5%
GIA
592
Gateway Investment Advisers
Ohio
$450K +$450K +928 New
FFM
593
Forum Financial Management
Illinois
$448K – – –
TAM
594
Trust Asset Management
Texas
$447K – – –
EH
595
Equitable Holdings
New York
$444K +$444K +917 New
HCA
596
Harbor Capital Advisors
Illinois
$444K +$10.7K +22 +2%
CFO
597
Callan Family Office
Pennsylvania
$442K +$442K +912 New
HCM
598
Hengehold Capital Management
Ohio
$441K +$152K +313 +52%
Balyasny Asset Management
599
Balyasny Asset Management
Illinois
$440K -$24.9M -51,494 -98%
VFA
600
Valeo Financial Advisors
Indiana
$439K +$3.88K +8 +0.9%
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