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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 %
AIFAIM
676
American Institute for Advanced Investment Management
Arizona
$238K – – –
NEI
677
Northwest & Ethical Investments
Ontario, Canada
$238K +$238K +500 New
FPAS
678
Focus Partners Advisor Solutions
Missouri
$238K +$238K +499 New
SP
679
Stonebrook Private
Michigan
$236K – – –
TWM
680
Tradition Wealth Management
Minnesota
$235K – – –
MWM
681
Mission Wealth Management
California
$235K +$18.6K +39 +9%
MCM
682
Mitchell Capital Management
Kansas
$234K – – –
OMC
683
Old Mission Capital
Illinois
$232K +$232K +486 New
WANY
684
Wealthspire Advisors (New York)
New York
$230K +$230K +483 New
WPW
685
Waldron Private Wealth
Pennsylvania
$228K +$6.2K +13 +3%
FFP
686
FourThought Financial Partners
Florida
$227K – – –
JJBC
687
James J. Burns & Company
New York
$225K – – –
MPPW
688
Mitchell & Pahl Private Wealth
Oklahoma
$224K -$11.4K -24 -5%
VIA
689
Virtus Investment Advisers
Connecticut
$222K – – –
CW
690
CreativeOne Wealth
Kansas
$222K +$222K +466 New
BWM
691
Baron Wealth Management
Michigan
$220K -$9.53K -20 -4%
CTC
692
Central Trust Company
Missouri
$214K -$56.2K -118 -21%
BWM
693
Blossom Wealth Management
California
$213K – – –
UB
694
UMB Bank
Missouri
$212K – – –
VCA
695
Verdence Capital Advisors
Maryland
$211K -$2.38K -5 -1%
WC
696
Whitney & Co
New York
$211K +$211K +442 New
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K – – –
NG
698
Northstar Group
New York
$209K +$209K +438 New
WT
699
Whittier Trust
California
$206K +$62.4K +131 +44%
BBA
700
Braun-Bostich & Associates
Pennsylvania
$204K -$97.2K -204 -32%
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