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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
SSC
626
Syverson Strege & Co
Iowa
$6K 20 +20 New
NFG
627
Next Financial Group
Texas
$6K 21 +21 New
VCM
628
Versant Capital Management
Arizona
$5K 15 – –
CPC
629
Consolidated Planning Corp
Georgia
$4K 14 +14 New
GFPC
630
Global Financial Private Client
Florida
$3.37K 11 – –
JPLA
631
Joseph P. Lucia & Associates
New York
$3K 10 – –
PWMG
632
Prestige Wealth Management Group
New Jersey
$3K 10 – –
SIM
633
Sonora Investment Management
Arizona
$3K 11 +11 New
BBHC
634
Brown Brothers Harriman & Co
New York
$2.2K 7,236 -3,645 -33%
BA
635
Bellwether Advisors
Nebraska
$2K 8 -6,182 -100%
TFA
636
Toth Financial Advisory
Virginia
$2K 6 -100 -94%
BAM
637
Bellevue Asset Management
Washington
$2K 5 -2 -29%
WWM
638
Wolff Wiese Magana
California
$2K 7 – –
Optiver Holding
639
Optiver Holding
Netherlands
$2K 8 +8 New
MGIM
640
M&G Investment Management
United Kingdom
$1.24K 4,081 +548 +16%
LWM
641
Liberty Wealth Management
California
$1K 2 +2 New
CCM
642
Candlestick Capital Management
Connecticut
– – -450,000 Closed
ACH
643
ArrowMark Colorado Holdings
Colorado
– – -374,158 Closed
JCM
644
Junto Capital Management
New York
– – -309,058 Closed
HT
645
HAP Trading
New York
– – -61,062 Closed
PCM
646
Prana Capital Management
Connecticut
– – -50,331 Closed
Marshall Wace
647
Marshall Wace
United Kingdom
– – -19,622 Closed
TC
648
TwinBeech Capital
New York
– – -15,739 Closed
MSA
649
Marino Stram & Associates
Massachusetts
– – -11,311 Closed
SEC
650
Seven Eight Capital
New York
– – -8,590 Closed
24 25
26
27 28