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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 %
TWM
676
Tradition Wealth Management
Minnesota
$251K +$507 +1 +0.2%
QC
677
Quent Capital
New York
$251K -$46.1K -91 -16%
MCM
678
Mitchell Capital Management
Kansas
$249K – – –
SCM
679
Spreng Capital Management
Ohio
$248K -$519K -1,025 -68%
KP
680
Keel Point
Alabama
$247K +$27.9K +55 +13%
BWM
681
Baron Wealth Management
Michigan
$244K +$9.63K +19 +4%
AUB
682
Atlantic Union Bankshares
Virginia
$241K – – –
KWM
683
Kolinsky Wealth Management
New Jersey
$240K -$18.2K -36 -7%
AC
684
ASB Consultores
Florida
$239K +$239K +472 New
CAM
685
Claret Asset Management
Quebec, Canada
$238K +$1.02K +2 +0.4%
Harris Associates
686
Harris Associates
Illinois
$236K -$631K -1,246 -73%
WFA
687
Wellspring Financial Advisors
Ohio
$235K – – –
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K +$10.6K +21 +5%
CCWM
689
Cassaday & Co Wealth Management
Virginia
$233K – – –
AFG
690
Atomi Financial Group
New York
$232K +$232K +457 New
WT
691
Whittier Trust
California
$232K +$12.7K +25 +6%
CW
692
CreativeOne Wealth
Kansas
$229K +$229K +451 New
DS
693
DRW Securities
Illinois
$228K -$157K -309 -41%
BWM
694
Blossom Wealth Management
California
$227K – – –
VCA
695
Verdence Capital Advisors
Maryland
$226K +$226K +445 New
BBW
696
Blue Barn Wealth
Utah
$225K +$225K +444 New
CTC
697
Central Trust Company
Missouri
$224K +$22.8K +45 +11%
WC
698
Whitney & Co
New York
$224K +$224K +442 New
OAM
699
Occidental Asset Management
California
$223K +$223K +441 New
NG
700
Northstar Group
New York
$222K +$222K +438 New
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