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Gartner
IT

Overview Fund Activity

784 hedge funds and large institutions have $24.7B invested in Gartner in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 315 reducing their positions, and 58 closing their positions.

Holders
784
Holders Change
+11
Holders Change %
+1.42%
% of All Funds
12.5%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
271
Reduced
315
Closed
58
Calls
$24M
Puts
$31.4M
Net Calls
-$7.42M
Net Calls Change
-$2.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$192M
2
Franklin Resources
2
Franklin Resources
California
$267M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$538M
4
Citadel Advisors
4
Citadel Advisors
Florida
$193M
5
American Century Companies
5
American Century Companies
Missouri
$103M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
PI
2
Putnam Investments
Massachusetts
$51.5M
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$36.3M
5
JCM
5
Junto Capital Management
New York
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
701
TFO Wealth Partners
Ohio
$26.6K 76 +3 +4%
GWS
702
Glassman Wealth Services
Virginia
$26.1K 76 – –
RCM
703
Raleigh Capital Management
North Carolina
$26K 76 +6 +9%
GKIM
704
GW&K Investment Management
Massachusetts
$25K 72 -18 -20%
OIAM
705
OFI Invest Asset Management
France
$25K 77 +77 New
SCA
706
Stuart Chaussee & Associates
California
$24.7K 72 – –
HCP
707
Hexagon Capital Partners
Arkansas
$23.7K 69 +5 +8%
CFGS
708
Concourse Financial Group Securities
Alabama
$23K 67 +2 +3%
ST
709
Smithfield Trust
Pennsylvania
$22K 66 +27 +69%
WBC
710
West Branch Capital
Massachusetts
$22K 64 – –
CCA
711
Column Capital Advisors
Indiana
$22K 64 – –
CT
712
Colonial Trust
South Carolina
$21.6K 63 – –
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$18.9K 55 – –
Jones Financial Companies
714
Jones Financial Companies
Missouri
$18.6K 54 +11 +26%
RL
715
Rogco LP
Oklahoma
$18.6K 54 +54 New
MCM
716
MV Capital Management
Maryland
$18.2K 53 +2 +4%
EARNEST Partners
717
EARNEST Partners
Georgia
$17.9K 52 – –
CFD
718
Creative Financial Designs
Indiana
$16.5K 48 +31 +182%
SFG
719
Steward Financial Group
Texas
$16K 49 -2 -4%
IRAG
720
Investment Research & Advisory Group
Georgia
$14.8K 43 – –
AF
721
Advisornet Financial
Minnesota
$14.4K 42 -27 -39%
FCA
722
FinTrust Capital Advisors
South Carolina
$14.4K 42 -3 -7%
HWA
723
HHM Wealth Advisors
Tennessee
$14.4K 42 – –
CWP
724
Concord Wealth Partners
Virginia
$14.4K 42 – –
RTC
725
Riverview Trust Company
Washington
$14.4K 42 – –
27 28
29
30 31