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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$178M
2
CCM
2
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$49.1M
4
JCM
4
Junto Capital Management
New York
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$53.4M
2
ACM
2
Atlanta Capital Management
Georgia
$507M
3
GIM
3
Generation Investment Management
United Kingdom
$898M
4
MCM
4
Melvin Capital Management
New York
$233M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
VCG
601
Vantage Consulting Group
Virginia
– – -343 Closed
CFB
602
Cullen/Frost Bankers
Texas
– – -276 Closed
SIAG
603
Signet Investment Advisory Group
Rhode Island
– – -255 Closed
CCA
604
Childress Capital Advisors
Texas
– – -203 Closed
CTFG
605
Capstone Triton Financial Group
Oklahoma
– – -157 Closed
RPWA
606
Regent Peak Wealth Advisors
Georgia
– – -111 Closed
AWG
607
Altus Wealth Group
Colorado
– – -75 Closed
CAAS
608
Capital Asset Advisory Services
Michigan
– – -60 Closed
SIAG
609
Safeguard Investment Advisory Group
California
– – -52 Closed
ICP
610
Interchange Capital Partners
Pennsylvania
– – -32 Closed
TIAM2
611
Tru Independence Asset Management 2
Oregon
– – -30 Closed
FCH
612
Freestone Capital Holdings
Washington
– – -29 Closed
Jones Financial Companies
613
Jones Financial Companies
Missouri
– – -19 Closed
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -18 Closed
AssetMark Inc
615
AssetMark Inc
California
– – -7 Closed
MCM
616
Manchester Capital Management
Vermont
– – -6 Closed
M
617
MOTCO
Texas
– – -3 Closed
EAM
618
Erste Asset Management
Austria
– – – –
SWA
619
SOA Wealth Advisors
New York
$0 5 +3 +150%
21 22 23 24
25