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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
601
TIAA Trust, National Association
North Carolina
$383K +$4.05K +8 +1%
TPI
602
Trust Point Inc
Wisconsin
$378K +$11.7K +23 +3%
CCA
603
Cadent Capital Advisors
Oklahoma
$378K +$378K +745 New
WTC
604
WhitTier Trust Company
Nevada
$373K +$43.6K +86 +13%
OWA
605
Opal Wealth Advisors
New York
$372K -$20.3K -40 -5%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$368K -$71.6K -143 -16%
OPCM
607
Osborne Partners Capital Management
California
$367K – – –
RWB
608
RMR Wealth Builders
New Jersey
$367K +$6.59K +13 +2%
BBHC
609
Brown Brothers Harriman & Co
New York
$366K +$110K +217 +43%
MPM
610
MBB Public Markets
Illinois
$365K -$2.54M -5,020 -87%
MC
611
Moors & Cabot
Massachusetts
$364K -$22.8K -45 -6%
PA
612
Parallel Advisors
California
$363K +$57.8K +114 +19%
FCP
613
Fidelis Capital Partners
Florida
$362K -$13K -25 -3%
MG
614
MilWealth Group
Wisconsin
$361K -$31.9K -63 -8%
CIA
615
Concurrent Investment Advisors
Florida
$359K +$42.1K +83 +13%
SACTSONJ
616
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355K – – –
AA
617
ALPS Advisors
Colorado
$355K +$355K +700 New
SAW
618
Signal Advisors Wealth
Michigan
$350K +$350K +690 New
IAS
619
Insigneo Advisory Services
Florida
$348K +$14.2K +28 +4%
NWAG
620
Net Worth Advisory Group
Utah
$346K +$346K +683 New
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$345K +$507 +1 +0.1%
RB
622
Renasant Bank
Mississippi
$344K -$507 -1 -0.1%
QCG
623
Quadrant Capital Group
Ohio
$341K +$3.04K +6 +0.9%
SWM
624
Salvus Wealth Management
New Jersey
$334K +$7.6K +15 +2%
FCI
625
Financial Counselors Inc
Kansas
$331K +$331K +654 New
23 24
25
26 27