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 %
RDFA
651
Ritter Daniher Financial Advisory
Ohio
$90.7K
CFO
652
CVA Family Office
Colorado
$86.2K +$3.85K +11 +5%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$78.1K
BC
654
Bartlett & Co
Ohio
$78K
PFBT
655
Parkside Financial Bank & Trust
Missouri
$75K -$9.46K -27 -11%
KFP
656
KB Financial Partners
New Jersey
$74K +$8.03K +23 +12%
FAM
657
Fred Alger Management
New York
$68K -$22.1K -63 -25%
BFEC
658
Benjamin F. Edwards & Company
Missouri
$60K
CHA
659
Carmichael Hill & Associates
Maryland
$56.1K
PTC
660
Private Trust Company
Ohio
$53.2K
POIA
661
Pin Oak Investment Advisors
Texas
$52K -$10.5K -30 -17%
FFA
662
Farther Finance Advisors
California
$50.1K +$701 +2 +1%
CWC
663
Carolinas Wealth Consulting
North Carolina
$47.3K -$12.3K -35 -21%
BIA
664
Bell Investment Advisors
California
$46.2K -$3.15K -9 -6%
CT
665
Cambridge Trust
Massachusetts
$45.9K
JWA
666
JFS Wealth Advisors
Pennsylvania
$42.7K
LC
667
Lindbrook Capital
California
$42K +$2.1K +6 +5%
BF
668
BOK Financial
Oklahoma
$41.7K -$3.5K -10 -8%
WTA
669
Washington Trust Advisors
Massachusetts
$41.5K +$5.24K +15 +14%
BWM
670
BerganKDV Wealth Management
Minnesota
$40.6K
WT
671
Washington Trust
Rhode Island
$37.5K +$350 +1 +0.9%
VWM
672
Venturi Wealth Management
Texas
$37.1K
C
673
Covestor
United Kingdom
$37K +$3.52K +10 +11%
EWA
674
EverSource Wealth Advisors
Alabama
$36.8K +$3.5K +10 +11%
SSG
675
Summit Securities Group
New York
$36K -$18.2K -52 -34%