IT icon

Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
601
Kowal Investment Group
Wisconsin
$17K 56 +56 New
EARNEST Partners
602
EARNEST Partners
Georgia
$16K 52 – –
ADL
603
Asset Dedication LLC
California
$16K 50 +15 +43%
BWA
604
BDO Wealth Advisors
Florida
$15K 51 – –
SIAP
605
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K 48 +48 New
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$14K 45 – –
CWP
607
Concord Wealth Partners
Virginia
$13K 42 – –
GWS
608
Glassman Wealth Services
Virginia
$13K 43 +12 +39%
TF
609
Tompkins Financial
New York
$13K 43 +43 New
ST
610
Smithfield Trust
Pennsylvania
$12K 39 – –
Nisa Investment Advisors
611
Nisa Investment Advisors
Missouri
$11.4K 37,610 -10,763 -22%
LC
612
Lindbrook Capital
California
$11K 36 – –
GRP
613
Global Retirement Partners
California
$11K 35 +4 +13%
CFD
614
Creative Financial Designs
Indiana
$10K 34 – –
DFCM
615
Dark Forest Capital Management
Puerto Rico
$10K 34 +34 New
Jones Financial Companies
616
Jones Financial Companies
Missouri
$9K 29 – –
SAI
617
Systematic Alpha Investments
New Jersey
$9K 26 +26 New
HGWM
618
Harvest Group Wealth Management
Massachusetts
$9K 29 +29 New
RTL
619
Red Tortoise LLC
Georgia
$9K 34 +34 New
MCM
620
MV Capital Management
Maryland
$8K 25 +6 +32%
SWA
621
Sutton Wealth Advisors
Florida
$7.9K 26 +1 +4%
AAP
622
Arax Advisory Partners
Colorado
$7K 22 – –
CFA
623
Cahill Financial Advisors
Minnesota
$7K 24 +24 New
ZB
624
Zions Bancorporation
Utah
$6K 20 – –
SWA
625
SOA Wealth Advisors
New York
$6K 23 – –
23 24
25
26 27