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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 %
BIM
701
Bridges Investment Management
Nebraska
$221K +$221K +436 New
HCM
702
Howard Capital Management
Georgia
$219K +$219K +433 New
IWM
703
IHT Wealth Management
Illinois
$218K +$218K +432 New
BRWA
704
B. Riley Wealth Advisors
Florida
$217K -$36K -71 -14%
BP
705
Ballentine Partners
Massachusetts
$216K -$24.8K -49 -10%
FRA
706
Frank Rimerman Advisors
California
$216K +$216K +426 New
WPW
707
Waldron Private Wealth
Pennsylvania
$213K -$13.7K -27 -6%
AWM
708
AE Wealth Management
Kansas
$211K +$211K +415 New
PTP
709
Platform Technology Partners
New York
$210K +$210K +414 New
G
710
GenTrust
Florida
$210K +$210K +414 New
FW
711
FullCircle Wealth
Texas
$207K +$207K +403 New
ANTB
712
AMG National Trust Bank
Colorado
$207K +$207K +408 New
MLL
713
Moody Lynn & Lieberson
Massachusetts
$206K +$206K +407 New
AIM
714
Aigen Investment Management
New York
$206K +$206K +407 New
VCM
715
Virtue Capital Management
Tennessee
$205K +$205K +404 New
LPT
716
Legacy Private Trust
Wisconsin
$203K -$53.2K -105 -21%
MAA
717
Matrix Asset Advisors
New York
$203K +$203K +400 New
NFC
718
Northeast Financial Consultants
Connecticut
$203K +$203K +400 New
CFM
719
Catalyst Funds Management
Australia
$203K +$203K +400 New
EFG
720
Ethos Financial Group
Pennsylvania
$202K +$202K +398 New
EWA
721
EverSource Wealth Advisors
Alabama
$201K +$6.59K +13 +3%
DT
722
Diversified Trust
Tennessee
$201K +$201K +396 New
BIG
723
Brooklyn Investment Group
New York
$186K +$186K +368 New
Lazard Asset Management
724
Lazard Asset Management
New York
$185K – – –
PCM
725
Penserra Capital Management
California
$182K +$2.02K +4 +1%
27 28
29
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