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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 %
NCFG
651
New Century Financial Group
New Jersey
$260K +$260K +578 New
EAM
652
Empirical Asset Management
Massachusetts
$259K -$288K -641 -53%
OP
653
ORG Partners
Indiana
$255K +$243K +551 +2,041%
PPWP
654
Premier Path Wealth Partners
New Jersey
$253K +$2.25K +5 +0.9%
QC
655
QCM Cayman
Texas
$247K +$247K +549 New
DOA
656
D'Orazio & Associates
Virginia
$244K -$9.88K -22 -4%
FL
657
Fort LP
Maryland
$243K -$21.6K -48 -8%
FPAS
658
Focus Partners Advisor Solutions
Missouri
$240K +$16.2K +36 +7%
OC
659
Oarsman Capital
Wisconsin
$239K +$1.35K +3 +0.6%
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$238K +$8.98K +20 +4%
PAG
661
Private Advisor Group
New Jersey
$236K +$9.43K +21 +4%
FMLI
662
Fukoku Mutual Life Insurance
Japan
$234K – – –
MOS
663
MGO One Seven
Ohio
$233K -$29.6K -66 -11%
CPA
664
Court Place Advisors
Maryland
$233K – – –
BFG
665
Berger Financial Group
Minnesota
$231K -$2.69K -6 -1%
UB
666
UMB Bank
Missouri
$229K +$29.6K +66 +15%
KWM
667
Kolinsky Wealth Management
New Jersey
$229K -$11.2K -25 -5%
BBHC
668
Brown Brothers Harriman & Co
New York
$227K -$50.3K -112 -18%
LPT
669
Legacy Private Trust
Wisconsin
$227K -$6.74K -15 -3%
PPC
670
Park Place Capital
Alabama
$225K – – –
AIFAIM
671
American Institute for Advanced Investment Management
Arizona
$225K – – –
NEI
672
Northwest & Ethical Investments
Ontario, Canada
$225K – – –
WS
673
Wedbush Securities
California
$224K -$6.73K -15 -3%
BRWA
674
B. Riley Wealth Advisors
Florida
$224K -$42.2K -94 -16%
TWM
675
Tradition Wealth Management
Minnesota
$222K +$449 +1 +0.2%
25 26
27
28 29