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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Axxcess Wealth Management
California
$294K -$6.74K -15 -2%
CAAS
627
Capital Asset Advisory Services
Michigan
$293K -$4.93K -11 -2%
LAM
628
Lakewood Asset Management
Illinois
$292K – – –
WTC
629
WhitTier Trust Company
Nevada
$292K – – –
RCAG
630
Rehmann Capital Advisory Group
Michigan
$291K -$3.59K -8 -1%
SWM
631
Salvus Wealth Management
New Jersey
$290K +$8.08K +18 +3%
WANY
632
Wealthspire Advisors (New York)
New York
$287K +$70.5K +157 +33%
PHK
633
Point72 Hong Kong
Hong Kong
$286K +$286K +636 New
PF
634
Phoenix Financial
Israel
$285K +$33.4K +75 +13%
GA
635
Geller Advisors
New York
$285K +$6.74K +15 +2%
D
636
Diversified
Delaware
$285K – – –
FTWA
637
Fifth Third Wealth Advisors
Ohio
$284K +$284K +633 New
OWA
638
One Wealth Advisors
California
$284K +$17.8K +37 +7%
MWM
639
MinichMacGregor Wealth Management
New York
$283K -$449 -1 -0.2%
LSAG
640
Lake Street Advisors Group
New Hampshire
$282K -$3.59K -8 -1%
CIA
641
Concurrent Investment Advisors
Florida
$281K +$281K +626 New
SCA
642
Summit Creek Advisors
Minnesota
$279K – – –
SF
643
Summit Financial
New Jersey
$273K +$273K +608 New
PA
644
Parallel Advisors
California
$270K -$3.59K -8 -1%
SB
645
Strategic Blueprint
Georgia
$269K -$46.7K -104 -15%
WBC
646
Westpac Banking Corp
Australia
$266K +$41.3K +92 +18%
NWA
647
New World Advisors
Massachusetts
$264K -$898 -2 -0.3%
MFS
648
Mirabella Financial Services
United Kingdom
$264K +$10.8K +24 +4%
QC
649
Quent Capital
New York
$263K – – –
FCG
650
Fielder Capital Group
Tennessee
$261K +$898 +2 +0.3%
24 25
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