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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71M
2
SGA
Sustainable Growth Advisers
Connecticut
+$57.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$56.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$52.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
3
Polen Capital Management
Polen Capital Management
Florida
-$91.9M
4
BAMCO Inc
BAMCO Inc
New York
-$81.9M
5
Millennium Management
Millennium Management
New York
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
626
Lakewood Asset Management
Illinois
$330K – – –
EWA
627
Exencial Wealth Advisors
Oklahoma
$328K -$364K -719 -53%
BWP
628
BSW Wealth Partners
Colorado
$327K +$327K +646 New
HFM
629
Harvest Fund Management
China
$326K +$158K +312 +94%
EAM
630
Empirical Asset Management
Massachusetts
$325K +$33.4K +66 +11%
D
631
Diversified
Delaware
$325K +$3.55K +7 +1%
DE
632
Diversified Enterprises
Delaware
$325K +$325K +641 New
OWP
633
ORG Wealth Partners
Texas
$324K +$324K +639 New
CAAS
634
Capital Asset Advisory Services
Michigan
$321K -$15.9K -31 -5%
MWM
635
MinichMacGregor Wealth Management
New York
$319K – – –
PF
636
Phoenix Financial
Israel
$319K -$5.58K -11 -2%
AWM
637
Axxcess Wealth Management
California
$316K -$15.7K -31 -5%
RCAG
638
Rehmann Capital Advisory Group
Michigan
$314K -$16.3K -32 -5%
GA
639
Geller Advisors
New York
$314K -$8.11K -16 -3%
FTWA
640
Fifth Third Wealth Advisors
Ohio
$313K -$7.6K -15 -2%
FPAS
641
Focus Partners Advisor Solutions
Missouri
$309K +$37.5K +74 +14%
NCFG
642
New Century Financial Group
New Jersey
$308K +$15.2K +30 +5%
LSAG
643
Lake Street Advisors Group
New Hampshire
$306K -$13.2K -26 -4%
SF
644
Summit Financial
New Jersey
$305K -$3.04K -6 -1%
LS
645
Livforsakringsbolaget Skandia
Sweden
$304K +$253K +500 +500%
HCM
646
Hengehold Capital Management
Ohio
$303K +$64.4K +127 +27%
AF
647
Allworth Financial
California
$301K -$46.1K -91 -13%
OWA
648
One Wealth Advisors
California
$299K – – –
FCG
649
Fielder Capital Group
Tennessee
$298K +$3.04K +6 +1%
SCA
650
Summit Creek Advisors
Minnesota
$295K -$19.3K -38 -6%
24 25
26
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