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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
601
Salvus Wealth Management
New Jersey
$215K +$13K +40 +6%
NAS
602
Nicolet Advisory Services
Wisconsin
$215K +$215K +686 New
ZB
603
Zions Bancorporation
Utah
$213K -$108K -333 -34%
BTI
604
Blue Trust Inc
Georgia
$213K +$27.5K +82 +15%
PPC
605
Park Place Capital
Alabama
$212K +$49.2K +151 +30%
WTC
606
WhitTier Trust Company
Nevada
$212K – – –
RCAG
607
Rehmann Capital Advisory Group
Michigan
$210K +$6.19K +19 +3%
D
608
Diversified
Delaware
$207K – – –
BWM
609
Baron Wealth Management
Michigan
$205K – – –
MWM
610
MinichMacGregor Wealth Management
New York
$205K – – –
SS
611
Sunbelt Securities
Texas
$205K +$205K +640 New
BFG
612
Berger Financial Group
Minnesota
$201K -$5.34M -16,395 -96%
QCG
613
Quadrant Capital Group
Ohio
$201K -$2.28K -7 -1%
DWT
614
Dorsey & Whitney Trust
South Dakota
$201K – – –
CTC
615
Central Trust Company
Missouri
$193K +$1.63K +5 +0.9%
VCM
616
Vigilant Capital Management
Maine
$186K -$277K -850 -60%
T
617
TOBAM
France
$183K +$34.2K +105 +23%
QC
618
Quent Capital
New York
$175K +$19.2K +59 +12%
PA
619
Parallel Advisors
California
$173K +$2.93K +9 +2%
SIM
620
Sentry Investment Management
Wisconsin
$169K -$1.95K -6 -1%
TWM
621
Tradition Wealth Management
Minnesota
$161K – – –
UB
622
UMB Bank
Missouri
$160K -$39.7K -122 -20%
ECG
623
Edge Capital Group
Georgia
$149K +$2.93K +9 +2%
First Manhattan
624
First Manhattan
New York
$143K +$8.47K +26 +6%
EBA
625
Eagle Bay Advisors
New York
$141K -$16.3K -50 -10%
23 24
25
26 27