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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
626
Capula Management
Cayman Islands
$305K +$305K +640 New
LSAG
627
Lake Street Advisors Group
New Hampshire
$304K +$6.67K +14 +2%
FFA
628
Farther Finance Advisors
California
$303K +$77.8K +163 +34%
D
629
Diversified
Delaware
$302K – – –
GS
630
GTS Securities
New York
$302K -$154K -324 -34%
MWM
631
MinichMacGregor Wealth Management
New York
$301K +$477 +1 +0.2%
QCG
632
Quadrant Capital Group
Ohio
$301K +$11.4K +24 +4%
SWM
633
Salvus Wealth Management
New Jersey
$299K -$17.6K -37 -6%
Nomura Holdings
634
Nomura Holdings
Japan
$297K -$449K -941 -60%
SCA
635
Summit Creek Advisors
Minnesota
$296K +$3.81K +8 +1%
GA
636
Geller Advisors
New York
$296K -$2.38K -5 -0.8%
BBHC
637
Brown Brothers Harriman & Co
New York
$294K – – –
PA
638
Parallel Advisors
California
$291K +$20K +42 +7%
IAS
639
Insigneo Advisory Services
Florida
$289K +$64.8K +136 +29%
Wolverine Trading
640
Wolverine Trading
Illinois
$283K -$571K -1,198 -67%
NWA
641
New World Advisors
Massachusetts
$282K -$4.77K -10 -2%
ORG
642
Optimist Retirement Group
Washington
$282K +$282K +591 New
AC
643
ASB Consultores
Florida
$281K +$281K +590 New
FL
644
Fort LP
Maryland
$281K -$39.1K -82 -12%
GWM
645
Gitterman Wealth Management
New Jersey
$280K +$4.77K +10 +2%
QC
646
Quent Capital
New York
$279K – – –
VCM
647
Virtue Capital Management
Tennessee
$279K -$27.3K -58 -9%
MOS
648
MGO One Seven
Ohio
$279K -$25.3K -53 -8%
FCG
649
Fielder Capital Group
Tennessee
$276K +$3.81K +8 +1%
MG
650
Meritage Group
California
$276K +$276K +579 New
24 25
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