774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
601
Sunbelt Securities
Texas
$238K +$14K +40 +6%
KWM
602
Kolinsky Wealth Management
New Jersey
$237K +$237K +693 New
PAG
603
Private Advisor Group
New Jersey
$234K
RCAG
604
Rehmann Capital Advisory Group
Michigan
$233K +$6.31K +18 +3%
SFI
605
Siemens Fonds Invest
Germany
$232K
VCM
606
Virtue Capital Management
Tennessee
$232K +$232K +668 New
WTC
607
WhitTier Trust Company
Nevada
$228K
FL
608
Fort LP
Maryland
$226K -$61.7K -176 -21%
HTC
609
Haverford Trust Company
Pennsylvania
$224K +$224K +640 New
ZB
610
Zions Bancorporation
Utah
$222K -$7.36K -21 -3%
D
611
Diversified
Delaware
$222K
STA
612
Summit Trail Advisors
New York
$221K +$221K +631 New
MWM
613
MinichMacGregor Wealth Management
New York
$221K
DWT
614
Dorsey & Whitney Trust
South Dakota
$220K +$3.85K +11 +2%
BRWA
615
B. Riley Wealth Advisors
Florida
$216K -$162K -463 -43%
WS
616
Wedbush Securities
California
$216K -$34.4K -98 -14%
SCA
617
Summit Creek Advisors
Minnesota
$215K +$215K +613 New
Lido Advisors
618
Lido Advisors
California
$213K +$213K +609 New
AF
619
Allworth Financial
California
$212K +$128K +364 +151%
CIP
620
Capital Insight Partners
Arizona
$212K +$212K +605 New
CTC
621
Central Trust Company
Missouri
$211K +$4.2K +12 +2%
BFG
622
Berger Financial Group
Minnesota
$211K -$5.26K -15 -2%
GWM
623
Gitterman Wealth Management
New Jersey
$209K +$209K +596 New
BWM
624
Baron Wealth Management
Michigan
$206K -$15.1K -43 -7%
MPPW
625
Mitchell & Pahl Private Wealth
Oklahoma
$205K +$205K +586 New