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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 %
MCM
676
Mitchell Capital Management
Kansas
$220K – – –
ORG
677
Optimist Retirement Group
Washington
$220K -$45.8K -102 -17%
PCIA
678
Prime Capital Investment Advisors
Kansas
$216K -$41.3K -92 -16%
JJBC
679
James J. Burns & Company
New York
$216K – – –
BP
680
Ballentine Partners
Massachusetts
$214K +$214K +476 New
AUB
681
Atlantic Union Bankshares
Virginia
$214K +$214K +476 New
MMA
682
Miracle Mile Advisors
California
$213K +$213K +475 New
HCM
683
Hengehold Capital Management
Ohio
$212K +$212K +471 New
MPPW
684
Mitchell & Pahl Private Wealth
Oklahoma
$210K -$449 -1 -0.2%
CAM
685
Claret Asset Management
Quebec, Canada
$210K +$210K +467 New
GWP
686
Gen-Wealth Partners
Michigan
$209K +$209K +465 New
WFA
687
Wellspring Financial Advisors
Ohio
$208K +$208K +463 New
BWM
688
Baron Wealth Management
Michigan
$207K +$449 +1 +0.2%
KP
689
Keel Point
Alabama
$207K +$207K +432 New
CCWM
690
Cassaday & Co Wealth Management
Virginia
$207K -$19.3K -43 -9%
FFA
691
Florida Financial Advisors
Florida
$204K +$204K +455 New
OTPPB
692
Ontario Teachers' Pension Plan Board
Ontario, Canada
$203K +$203K +453 New
BTI
693
Blue Trust Inc
Georgia
$203K +$149K +312 +274%
WPW
694
Waldron Private Wealth
Pennsylvania
$201K -$13.5K -30 -6%
BWM
695
Blossom Wealth Management
California
$201K – – –
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K – – –
WT
697
Whittier Trust
California
$194K – – –
EWA
698
EverSource Wealth Advisors
Alabama
$192K +$54.1K +108 +39%
NC
699
nVerses Capital
Florida
$180K +$180K +400 New
CTC
700
Central Trust Company
Missouri
$179K -$22.5K -50 -11%
26 27
28
29 30