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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
601
Valeo Financial Advisors
Indiana
$360K -$4.51K -10 -1%
SAM
602
Shell Asset Management
Netherlands
$357K – – –
ACA
603
Aptus Capital Advisors
Alabama
$357K -$5.24K -11 -1%
TIAA Trust, National Association
604
TIAA Trust, National Association
North Carolina
$355K +$11K +23 +3%
MC
605
Moors & Cabot
Massachusetts
$353K -$11.9K -25 -3%
HNB
606
Huntington National Bank
Ohio
$350K +$25.3K +53 +8%
RWB
607
RMR Wealth Builders
New Jersey
$346K – – –
LOAMU
608
Lombard Odier Asset Management (USA)
New York
$339K +$339K +711 New
DWT
609
Dorsey & Whitney Trust
South Dakota
$337K +$17.6K +37 +6%
SB
610
Strategic Blueprint
Georgia
$335K +$335K +703 New
SACTSONJ
611
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$334K – – –
TPI
612
Trust Point Inc
Wisconsin
$334K +$72K +151 +28%
ETC
613
Exchange Traded Concepts
Oklahoma
$333K -$480K -1,006 -59%
PAI
614
Pittenger & Anderson Inc
Nebraska
$331K +$54.8K +115 +20%
CG
615
Cynosure Group
Utah
$329K -$5.79M -12,154 -95%
PWPS
616
Pinnacle Wealth Planning Services
Ohio
$325K – – –
RB
617
Renasant Bank
Mississippi
$324K – – –
YC
618
Yarbrough Capital
Tennessee
$322K – – –
AWM
619
Axxcess Wealth Management
California
$319K -$212K -444 -40%
CAAS
620
Capital Asset Advisory Services
Michigan
$313K -$211K -448 -40%
RCAG
621
Rehmann Capital Advisory Group
Michigan
$313K – – –
LAM
622
Lakewood Asset Management
Illinois
$310K +$310K +651 New
WTC
623
WhitTier Trust Company
Nevada
$310K – – –
GCM
624
Genus Capital Management
British Columbia, Canada
$307K +$307K +645 New
HTC
625
Haverford Trust Company
Pennsylvania
$305K – – –
23 24
25
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