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Gartner
IT

Overview Fund Activity

603 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 49 closing their positions.

Holders
603
Holders Change
+34
Holders Change %
+5.98%
% of All Funds
10.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
90
Increased
202
Reduced
221
Closed
49
Calls
$182M
Puts
$34.2M
Net Calls
+$147M
Net Calls Change
+$122M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$219M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$123M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$161M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$74.7M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$1.1B
2
GIM
2
Generation Investment Management
United Kingdom
$816M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$401M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$737M
5
JCM
5
Junto Capital Management
New York
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
626
FORA Capital
Florida
– – -2,227 Closed
AIM
627
Aigen Investment Management
New York
– – -2,129 Closed
ABC
628
Associated Banc-Corp
Wisconsin
– – -2,103 Closed
SFS
629
Sowell Financial Services
Arkansas
– – -1,957 Closed
JF
630
Jump Financial
Illinois
– – -1,946 Closed
YIH
631
Y-Intercept (HK)
Hong Kong
– – -1,635 Closed
PCM
632
Prelude Capital Management
New York
– – -1,603 Closed
LIA
633
LS Investment Advisors
Michigan
– – -1,580 Closed
MGWM
634
Marks Group Wealth Management
Minnesota
– – -1,449 Closed
IFAM
635
Institutional & Family Asset Management
Colorado
– – -1,194 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
636
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -1,135 Closed
NICM
637
Neo Ivy Capital Management
New York
– – -1,073 Closed
NIM
638
NuWave Investment Management
New Jersey
– – -941 Closed
RWB
639
RMR Wealth Builders
New Jersey
– – -726 Closed
SWM
640
Spire Wealth Management
Virginia
– – -467 Closed
ACM
641
Allred Capital Management
Texas
– – -412 Closed
AP
642
Arlington Partners
Alabama
– – -253 Closed
AAM
643
Advisors Asset Management
Colorado
– – -221 Closed
EWA
644
Evolution Wealth Advisors
Florida
– – -125 Closed
CAC
645
Certified Advisory Corp
Florida
– – -78 Closed
SLF
646
Sun Life Financial
Ontario, Canada
– – -53 Closed
ADIM
647
Alpha DNA Investment Management
Maryland
– – -51 Closed
CH
648
Canton Hathaway
Rhode Island
– – -35 Closed
WAP
649
Wealthcare Advisory Partners
Pennsylvania
– – -28 Closed
MWP
650
Meridian Wealth Partners
Pennsylvania
– – -23 Closed
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