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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 %
Lazard Asset Management
701
Lazard Asset Management
New York
$163K +$163K +367 New
PCM
702
Penserra Capital Management
California
$160K -$449 -1 -0.3%
SIM
703
Sentry Investment Management
Wisconsin
$154K -$31.3K -70 -17%
CA
704
Clearstead Advisors
Ohio
$150K +$106K +236 +238%
HFM
705
Harvest Fund Management
China
$149K +$76.7K +171 +106%
EPW
706
Evergreen Private Wealth
Colorado
$145K – – –
ATPW
707
Ashton Thomas Private Wealth
Arizona
$143K +$143K +318 New
SS
708
Sunbelt Securities
Texas
$136K – – –
AA
709
Alta Advisers
United Kingdom
$135K – – –
IA
710
IFP Advisors
Florida
$130K -$960K -2,136 -88%
PTC
711
Private Trust Company
Ohio
$129K +$8.53K +19 +7%
Simplex Trading
712
Simplex Trading
Illinois
$127K +$127K +285 New
OAJ
713
Ogorek Anthony Joseph
New York
$126K – – –
TIM
714
Tortoise Investment Management
New York
$114K – – –
CFO
715
CVA Family Office
Colorado
$111K – – –
EC
716
EntryPoint Capital
New York
$107K +$107K +239 New
RDFA
717
Ritter Daniher Financial Advisory
Ohio
$105K – – –
T
718
TOBAM
France
$105K -$45.3K -101 -30%
ZB
719
Zions Bancorporation
Utah
$104K -$8.98K -20 -8%
GRP
720
Global Retirement Partners
California
$101K +$34.1K +76 +51%
VIA
721
Virtus Investment Advisers
Connecticut
$101K -$109K -242 -52%
APF
722
Alaska Permanent Fund
Alaska
$97.7K – – –
EFMH
723
E Fund Management (HK)
Hong Kong
$97K – – –
RIL
724
Rothschild Investment LLC
Illinois
$94.3K +$18.9K +42 +25%
SAM
725
Smartleaf Asset Management
Massachusetts
$89.4K +$43.1K +97 +93%
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