774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MPPW
626
Mitchell & Pahl Private Wealth
Oklahoma
$205K +$205K +586 New
NWA
627
New World Advisors
Massachusetts
$205K -$61K -174 -23%
YIA
628
YHB Investment Advisors
Connecticut
$203K +$203K +579 New
VCM
629
Vigilant Capital Management
Maine
$200K
T
630
TOBAM
France
$197K
PA
631
Parallel Advisors
California
$193K +$7.01K +20 +4%
QC
632
Quent Capital
New York
$192K +$3.15K +9 +2%
QCG
633
Quadrant Capital Group
Ohio
$188K -$28K -80 -13%
SIM
634
Sentry Investment Management
Wisconsin
$182K
SAM
635
Shell Asset Management
Netherlands
$179K +$179K +511 New
PAM
636
Paradigm Asset Management
New York
$175K +$175K +500 New
TWM
637
Tradition Wealth Management
Minnesota
$173K
UB
638
UMB Bank
Missouri
$168K -$4.2K -12 -2%
VSQM
639
V-Square Quantitative Management
Illinois
$167K +$167K +478 New
First Manhattan
640
First Manhattan
New York
$145K -$9.11K -26 -6%
EBA
641
Eagle Bay Advisors
New York
$137K -$14.3K -41 -9%
DCM
642
Dupont Capital Management
Delaware
$129K -$450K -1,284 -78%
WBC
643
Westpac Banking Corp
Australia
$123K -$7.08M -20,204 -98%
TIM
644
Tortoise Investment Management
New York
$119K
NA
645
NewEdge Advisors
Louisiana
$116K -$1.08M -3,073 -90%
WT
646
Whittier Trust
California
$105K
AA
647
Alta Advisers
United Kingdom
$105K
IA
648
IFP Advisors
Florida
$102K -$55.7K -159 -35%
OAJ
649
Ogorek Anthony Joseph
New York
$98K
HFM
650
Harvest Fund Management
China
$96K +$58.4K +166 +155%