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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FQ
601
First Quadrant
California
$47K 142 -128 -47%
BWM
602
BerganKDV Wealth Management
Minnesota
$47K 141 +25 +22%
CFO
603
CVA Family Office
Colorado
$47K 140 +140 New
BIA
604
Bell Investment Advisors
California
$46K 138 +18 +15%
AWM
605
Atticus Wealth Management
Florida
$42K 125 -276 -69%
C
606
Covestor
United Kingdom
$40K 119 +119 New
KTC
607
Kistler-Tiffany Companies
Pennsylvania
$38K 113 – –
AWA
608
Amplius Wealth Advisors
Pennsylvania
$37K 111 +111 New
WT
609
Washington Trust
Rhode Island
$36K 107 – –
FRA
610
Front Row Advisors
California
$34K 102 -5 -5%
ACM
611
Aquatic Capital Management
Illinois
$33K 100 +100 New
O
612
Ossiam
France
$30K 91 -1,925 -95%
BFC
613
Bedel Financial Consulting
Indiana
$30K 91 – –
PP
614
Pacifica Partners
Canada
$30K 100 – –
TFO
615
Tarbox Family Office
California
$30K 91 – –
AF
616
Allworth Financial
California
$30K 89 +27 +44%
FAG
617
Fortitude Advisory Group
Washington
$28K 83 +83 New
MWC
618
MBM Wealth Consultants
Missouri
$27K 81 – –
BC
619
BIT Capital
Germany
$26.4K 79 +79 New
SWM
620
Sugarloaf Wealth Management
Georgia
$26K 78 – –
AF
621
Advisornet Financial
Minnesota
$26K 78 +1 +1%
TWA
622
TCI Wealth Advisors
Arizona
$26K 78 +6 +8%
HI
623
Harbour Investments
Wisconsin
$25K 76 -56 -42%
OAJ
624
Ogorek Anthony Joseph
New York
$25K 77 – –
VRS
625
Virginia Retirement Systems
Virginia
$24.4K 73,100 – –
23 24
25
26 27