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Gartner
IT

Overview Fund Activity

690 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 203 increasing their positions, 310 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.93%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
203
Reduced
310
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$616M
2
FPP
2
Findlay Park Partners
United Kingdom
$145M
3
PI
3
Putnam Investments
Massachusetts
$136M
4
AI
4
Axiom Investors
Connecticut
$181M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$99.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$92.5M
2
JCM
2
Junto Capital Management
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Ameriprise
4
Ameriprise
Minnesota
$65.8M
5
Harris Associates
5
Harris Associates
Illinois
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
601
Bell Investment Advisors
California
$38K -$2.52K -9 -6%
AIM
602
Axiom Investment Management
New York
$36K +$36K +130 New
OPW
603
Oxler Private Wealth
New York
$34K – – –
JWA
604
JFS Wealth Advisors
Pennsylvania
$34K -$1.92K -7 -5%
VAM
605
Vienna Asset Management
California
$33K +$33K +118 New
BWM
606
BerganKDV Wealth Management
Minnesota
$32K – – –
ZIG
607
Zullo Investment Group
Pennsylvania
$32K – – –
AS
608
Altshuler Shaham
Israel
$31K +$31K +113 New
ANBT
609
American National Bank & Trust
Texas
$30K +$3.08K +11 +11%
WT
610
Washington Trust
Rhode Island
$29K -$274 -1 -0.9%
CT
611
Cambridge Trust
Massachusetts
$29K – – –
LS
612
Livforsakringsbolaget Skandia
Sweden
$28K -$84K -300 -75%
PP
613
Pacifica Partners
Canada
$28K – – –
LC
614
Lindbrook Capital
California
$26K -$1.92K -7 -7%
NICM
615
Neo Ivy Capital Management
New York
$26K +$26K +94 New
CA
616
Clearstead Advisors
Ohio
$25K – – –
PVH
617
Psagot Value Holdings
Israel
$24K +$24K +88 New
MWC
618
MBM Wealth Consultants
Missouri
$23K – – –
SWM
619
Sugarloaf Wealth Management
Georgia
$22K – – –
AA
620
AlphaMark Advisors
Kentucky
$22K +$22K +80 New
FRA
621
Front Row Advisors
California
$21K -$284 -1 -1%
OAJ
622
Ogorek Anthony Joseph
New York
$21K – – –
CFGS
623
Concourse Financial Group Securities
Alabama
$20K -$2.16K -8 -10%
SCA
624
Stuart Chaussee & Associates
California
$20K – – –
TWA
625
TCI Wealth Advisors
Arizona
$20K +$2.19K +8 +12%
23 24
25
26 27