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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 %
PCIA
651
Prime Capital Investment Advisors
Kansas
$274K +$25.7K +54 +10%
DOA
652
D'Orazio & Associates
Virginia
$270K +$8.1K +17 +3%
PF
653
Phoenix Financial
Israel
$269K +$46.1K +97 +21%
MFS
654
Mirabella Financial Services
United Kingdom
$268K -$222K -465 -45%
PPWP
655
Premier Path Wealth Partners
New Jersey
$266K -$954 -2 -0.4%
OWA
656
One Wealth Advisors
California
$264K +$1.43K +3 +0.5%
MA
657
Mutual Advisors
Nebraska
$264K +$264K +554 New
DC
658
Davenport & Co
Virginia
$264K +$19.1K +40 +8%
SCM
659
Stevens Capital Management
Pennsylvania
$258K -$301K -632 -54%
AA
660
AlphaQ Advisors
Florida
$257K +$257K +539 New
CWM
661
Congress Wealth Management
Massachusetts
$256K +$256K +536 New
KWM
662
Kolinsky Wealth Management
New Jersey
$255K -$6.2K -13 -2%
CI
663
CX Institutional
Indiana
$255K -$2.86K -6 -1%
OC
664
Oarsman Capital
Wisconsin
$253K – – –
ANBTV
665
American National Bank & Trust (Virginia)
Virginia
$249K +$249K +522 New
BFG
666
Berger Financial Group
Minnesota
$248K -$28.1K -59 -10%
LPT
667
Legacy Private Trust
Wisconsin
$248K – – –
FMLI
668
Fukoku Mutual Life Insurance
Japan
$248K – – –
CPA
669
Court Place Advisors
Maryland
$247K – – –
WS
670
Wedbush Securities
California
$245K -$64.3K -135 -21%
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$243K +$243K +509 New
PAG
672
Private Advisor Group
New Jersey
$241K -$271K -568 -53%
CCWM
673
Cassaday & Co Wealth Management
Virginia
$240K +$3.81K +8 +2%
WBC
674
Westpac Banking Corp
Australia
$239K -$19.1K -40 -7%
PPC
675
Park Place Capital
Alabama
$238K – – –
25 26
27
28 29