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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
626
Stuart Chaussee & Associates
California
$24K 72 – –
LF
627
Lee Financial
Texas
$22K 65 -20 -24%
RF
628
Robbins Farley
New Hampshire
$22K 65 – –
TCOV
629
Trust Company of Vermont
Vermont
$22K 66 +66 New
WBC
630
West Branch Capital
Massachusetts
$21K 64 – –
Manulife (Manufacturers Life Insurance)
631
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.7K 61,817 -14,267 -19%
CFA
632
Carroll Financial Associates
North Carolina
$17K 53 -41 -44%
ADL
633
Asset Dedication LLC
California
$17K 50 – –
BWA
634
BDO Wealth Advisors
Florida
$17K 51 – –
EARNEST Partners
635
EARNEST Partners
Georgia
$17K 52 – –
GWS
636
Glassman Wealth Services
Virginia
$17K 50 +7 +16%
MFC
637
Mechanics Financial Corp
Ohio
$17K 50 +50 New
JFA
638
JNBA Financial Advisors
Minnesota
$17K 52 +52 New
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$15K 45 – –
CWP
640
Concord Wealth Partners
Virginia
$14K 42 – –
IRAG
641
Investment Research & Advisory Group
Georgia
$14K 43 +43 New
ST
642
Smithfield Trust
Pennsylvania
$13K 39 – –
MFAM
643
Motley Fool Asset Management
Virginia
$13K 38 +38 New
LC
644
Lindbrook Capital
California
$12K 36 – –
S
645
Surevest
California
$12K 37 +37 New
CFRPA
646
Castle Financial & Retirement Planning Associates
New Jersey
$12K 39 +39 New
HGWM
647
Harvest Group Wealth Management
Massachusetts
$11K 32 +3 +10%
MCM
648
MV Capital Management
Maryland
$11K 32 +7 +28%
Jones Financial Companies
649
Jones Financial Companies
Missouri
$10K 29 – –
SWA
650
Sutton Wealth Advisors
Florida
$9.03K 27 +1 +4%
24 25
26
27 28