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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$244M
2
Millennium Management
Millennium Management
New York
+$118M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
4
CCM
Candlestick Capital Management
Connecticut
+$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$175M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$155M
3
Citadel Advisors
Citadel Advisors
Florida
-$145M
4
Harris Associates
Harris Associates
Illinois
-$112M
5
Man Group
Man Group
United Kingdom
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
626
Penserra Capital Management
California
$132K – – –
TIM
627
Tortoise Investment Management
New York
$111K -$24.4K -75 -18%
AS
628
Altshuler Shaham
Israel
$109K +$76.6K +235 +235%
WT
629
Whittier Trust
California
$98.1K – – –
AA
630
Alta Advisers
United Kingdom
$97.7K – – –
OAJ
631
Ogorek Anthony Joseph
New York
$91K +$66.2K +205 +266%
RDFA
632
Ritter Daniher Financial Advisory
Ohio
$84.4K -$11.4K -35 -12%
FAM
633
Fred Alger Management
New York
$83.7K +$63.2K +194 +308%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$78.5K +$1.3K +4 +2%
AF
635
Allworth Financial
California
$78.5K +$2.61K +8 +3%
KI
636
Kapitalo Investimentos
Brazil
$77.2K +$77.2K +237 New
CFO
637
CVA Family Office
Colorado
$76.6K – – –
BC
638
Bartlett & Co
Ohio
$73K – – –
BCWM
639
Bartlett & Co Wealth Management
Ohio
$72.6K – – –
BAM
640
Belpointe Asset Management
Nevada
$70.4K -$427K -1,311 -86%
KFP
641
KB Financial Partners
New Jersey
$62K -$31.2K -95 -33%
POIA
642
Pin Oak Investment Advisors
Texas
$58K – – –
CWC
643
Carolinas Wealth Consulting
North Carolina
$55.4K -$18.6K -57 -25%
BFEC
644
Benjamin F. Edwards & Company
Missouri
$55K – – –
CHA
645
Carmichael Hill & Associates
Maryland
$52.1K – – –
WB
646
Webster Bank
Connecticut
$50.8K – – –
SSG
647
Summit Securities Group
New York
$50K +$24.2K +75 +94%
PTC
648
Private Trust Company
Ohio
$49.5K -$1.3K -4 -3%
QL
649
Quarry LP
New York
$47.9K +$35.2K +108 +277%
FFA
650
Farther Finance Advisors
California
$45.9K -$2.93K -9 -6%
24 25
26
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