IT icon

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 %
AWA
651
Aaron Wealth Advisors
Illinois
$292K +$292K +576 New
CPIG
652
Chicago Partners Investment Group
Illinois
$289K +$289K +555 New
SB
653
Strategic Blueprint
Georgia
$285K -$18.2K -36 -6%
NEI
654
Northwest & Ethical Investments
Ontario, Canada
$284K +$30.4K +60 +12%
NWA
655
New World Advisors
Massachusetts
$284K -$14.7K -29 -5%
IFS
656
Ifrah Financial Services
Arkansas
$283K +$283K +558 New
MA
657
Mutual Advisors
Nebraska
$281K -$48.7K -94 -15%
MMA
658
Miracle Mile Advisors
California
$278K +$37K +73 +15%
PPWP
659
Premier Path Wealth Partners
New Jersey
$277K -$8.12K -16 -3%
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$273K +$5.07K +10 +2%
DOA
661
D'Orazio & Associates
Virginia
$272K -$3.55K -7 -1%
OC
662
Oarsman Capital
Wisconsin
$272K +$2.03K +4 +0.8%
JJBC
663
James J. Burns & Company
New York
$267K +$23.8K +47 +10%
BFG
664
Berger Financial Group
Minnesota
$267K +$5.57K +11 +2%
UB
665
UMB Bank
Missouri
$265K +$5.57K +11 +2%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$264K – – –
CPA
667
Court Place Advisors
Maryland
$263K – – –
GWP
668
Gen-Wealth Partners
Michigan
$261K +$19.7K +38 +8%
FFA
669
Florida Financial Advisors
Florida
$258K +$26.9K +53 +12%
PCIA
670
Prime Capital Investment Advisors
Kansas
$257K +$12.7K +25 +5%
WS
671
Wedbush Securities
California
$255K +$2.53K +5 +1%
MOS
672
MGO One Seven
Ohio
$254K -$9.12K -18 -3%
PPC
673
Park Place Capital
Alabama
$253K – – –
AIFAIM
674
American Institute for Advanced Investment Management
Arizona
$253K – – –
ORG
675
Optimist Retirement Group
Washington
$252K +$4.05K +8 +2%
25 26
27
28 29