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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 %
BRWA
701
B. Riley Wealth Advisors
Florida
$204K +$35K +102 +21%
TSS
702
Two Sigma Securities
New York
$203K +$203K +425 New
BBW
703
Blue Barn Wealth
Utah
$202K -$25.3K -53 -11%
TCM
704
Teza Capital Management
Illinois
$202K +$202K +424 New
SIM
705
Sentry Investment Management
Wisconsin
$197K – – –
GI
706
GAMMA Investing
California
$193K +$59.6K +125 +45%
LFA
707
LGT Financial Advisors
Texas
$186K -$6.67K -14 -3%
QT
708
Quantbot Technologies
New York
$180K -$767K -1,610 -81%
PCM
709
Penserra Capital Management
California
$169K -$162K -343 -49%
PAM
710
Paradigm Asset Management
New York
$167K -$71.5K -150 -30%
T
711
TOBAM
France
$160K -$60.7K -127 -27%
EPW
712
Evergreen Private Wealth
Colorado
$154K -$8.1K -17 -5%
First Manhattan
713
First Manhattan
New York
$153K +$11.9K +25 +8%
HT
714
Headlands Technologies
Illinois
$147K +$147K +308 New
SS
715
Sunbelt Securities
Texas
$144K -$156K -327 -52%
AA
716
Alta Advisers
United Kingdom
$143K – – –
GAA
717
Global Assets Advisory
Florida
$140K +$140K +66,842 New
OAJ
718
Ogorek Anthony Joseph
New York
$134K – – –
PTC
719
Private Trust Company
Ohio
$128K +$13.3K +28 +12%
TIM
720
Tortoise Investment Management
New York
$121K -$17.6K -37 -13%
ZB
721
Zions Bancorporation
Utah
$120K +$102K +215 +581%
CFO
722
CVA Family Office
Colorado
$118K +$477 +1 +0.4%
EWA
723
EverSource Wealth Advisors
Alabama
$113K +$15.7K +38 +16%
RDFA
724
Ritter Daniher Financial Advisory
Ohio
$112K – – –
BCWM
725
Bartlett & Co Wealth Management
Ohio
$106K – – –
27 28
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