858 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 326 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+73
Holders Change %
+9.3%
% of All Funds
12.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
326
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
601
Ethos Financial Group
Pennsylvania
$332K +$332K +736 New
RWB
602
RMR Wealth Builders
New Jersey
$328K
TIAA Trust, National Association
603
TIAA Trust, National Association
North Carolina
$325K +$7.67K +17 +2%
WAG
604
Wallace Advisory Group
California
$322K -$15.5K -45 -5%
SACTSONJ
605
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$316K
PCM
606
Penserra Capital Management
California
$314K -$63.7K -142 -17%
HKIMG
607
Hutchens & Kramer Investment Management Group
Indiana
$311K +$311K +689 New
AWM
608
AE Wealth Management
Kansas
$310K +$310K +672 New
FCP
609
Fidelis Capital Partners
Florida
$309K +$309K +684 New
HNB
610
Huntington National Bank
Ohio
$308K -$58.6K -130 -16%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$307K +$451 +1 +0.1%
RB
612
Renasant Bank
Mississippi
$306K +$306K +679 New
HW
613
Hancock Whitney
Mississippi
$306K
YC
614
Yarbrough Capital
Tennessee
$305K +$305K +676 New
MC
615
Maverick Capital
Texas
$304K +$304K +673 New
FL
616
Fort LP
Maryland
$303K +$14K +31 +5%
DWT
617
Dorsey & Whitney Trust
South Dakota
$302K -$1.8K -4 -0.6%
NAS
618
Nicolet Advisory Services
Wisconsin
$301K +$7.23K +17 +2%
SWM
619
Salvus Wealth Management
New Jersey
$300K -$19.8K -44 -6%
RCAG
620
Rehmann Capital Advisory Group
Michigan
$296K
WTC
621
WhitTier Trust Company
Nevada
$293K
WS
622
Wedbush Securities
California
$293K +$14.9K +33 +5%
HTC
623
Haverford Trust Company
Pennsylvania
$289K -$16.2K -36 -5%
MOS
624
MGO One Seven
Ohio
$288K +$288K +638 New
D
625
Diversified
Delaware
$286K