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
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
651
Bell Investment Advisors
California
$45.9K +$1.3K +4 +3%
CT
652
Cambridge Trust
Massachusetts
$42.7K
CCA
653
Column Capital Advisors
Indiana
$42.7K
BF
654
BOK Financial
Oklahoma
$42K -$236K -724 -85%
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
$42K +$42K +129 New
JWA
656
JFS Wealth Advisors
Pennsylvania
$39.7K -$652 -2 -2%
CFB
657
Cullen/Frost Bankers
Texas
$38.4K +$28K +86 +269%
BWM
658
BerganKDV Wealth Management
Minnesota
$37.8K
LC
659
Lindbrook Capital
California
$37.1K -$18.9K -58 -34%
HFM
660
Harvest Fund Management
China
$35K -$272K -831 -89%
WT
661
Washington Trust
Rhode Island
$34.5K
VWM
662
Venturi Wealth Management
Texas
$34.5K +$34.5K +106 New
WTA
663
Washington Trust Advisors
Massachusetts
$33.9K -$30.6K -94 -47%
LS
664
Livforsakringsbolaget Skandia
Sweden
$32.6K
IA
665
IFP Advisors
Florida
$31.3K +$6.18K +89 +25%
PP
666
Pacifica Partners
Canada
$31.2K
C
667
Covestor
United Kingdom
$31K +$5.22K +16 +20%
EWA
668
EverSource Wealth Advisors
Alabama
$30.9K
CMP
669
Coston McIsaac & Partners
Maine
$30K
CA
670
Clearstead Advisors
Ohio
$30K
ADL
671
Asset Dedication LLC
California
$29K +$10.9K +33 +60%
GWS
672
Glassman Wealth Services
Virginia
$28.3K +$4.56K +14 +19%
CT
673
Colonial Trust
South Carolina
$26.1K
MWC
674
MBM Wealth Consultants
Missouri
$26K
SWM
675
Sugarloaf Wealth Management
Georgia
$25.4K