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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Moors & Cabot
Massachusetts
$343K +$9.88K +22 +3%
DS
602
DRW Securities
Illinois
$340K +$340K +758 New
GC
603
GFG Capital
Florida
$339K -$1.8K -4 -0.5%
DM
604
Deerfield Management
New York
$339K +$339K +754 New
FCP
605
Fidelis Capital Partners
Florida
$336K -$36.9K -79 -10%
TIAA Trust, National Association
606
TIAA Trust, National Association
North Carolina
$336K +$1.8K +4 +0.5%
GS
607
GTS Securities
New York
$333K +$48.5K +108 +17%
HTC
608
Haverford Trust Company
Pennsylvania
$332K +$44.5K +99 +15%
OPCM
609
Osborne Partners Capital Management
California
$326K -$44.9K -100 -12%
TPI
610
Trust Point Inc
Wisconsin
$325K +$10.3K +23 +3%
AC
611
Avestar Capital
New York
$324K -$116K -259 -26%
RWB
612
RMR Wealth Builders
New Jersey
$320K -$6.29K -14 -2%
MG
613
Meritage Group
California
$320K +$59.7K +133 +23%
EFI
614
EHP Funds Inc
Canada
$314K -$180K -400 -36%
SACTSONJ
615
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$314K – – –
AF
616
Allworth Financial
California
$314K -$73.4K -160 -19%
PAI
617
Pittenger & Anderson Inc
Nebraska
$312K – – –
PWPS
618
Pinnacle Wealth Planning Services
Ohio
$305K -$449 -1 -0.1%
RB
619
Renasant Bank
Mississippi
$305K – – –
PCM
620
Permanent Capital Management
Illinois
$301K +$301K +745 New
IAS
621
Insigneo Advisory Services
Florida
$301K +$23.8K +52 +9%
MA
622
Mutual Advisors
Nebraska
$299K +$38.6K +82 +15%
QCG
623
Quadrant Capital Group
Ohio
$299K +$15.3K +34 +5%
WCM
624
Weaver Capital Management
Georgia
$299K +$299K +666 New
GI
625
GAMMA Investing
California
$297K +$115K +256 +63%
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