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Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$98.5M 218,364 +16,811 +8%
Barclays
52
Barclays
United Kingdom
$90.3M 200,110 +52,512 +36%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$90.3M 200,079 -1,046 -0.5%
TG
54
TCW Group
California
$89.8M 199,062 +7,639 +4%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$88.5M 196,127 -11,660 -6%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$86.4M 191,485 +2,283 +1%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$86.3M 191,371 +16,610 +10%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$84.5M 187,261 -18,001 -9%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$83.9M 185,984 +138,216 +289%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$82.7M 183,362 -108,087 -37%
SC
61
Saturna Capital
Washington
$81.5M 180,641 – –
Amundi
62
Amundi
France
$81.3M 186,018 -103,963 -36%
EAM
63
EULAV Asset Management
Florida
$80.2M 177,704 +18,304 +11%
WCM
64
Wedge Capital Management
North Carolina
$74.6M 165,328 -43,065 -21%
AIM
65
Artemis Investment Management
United Kingdom
$74.6M 165,323 -71,767 -30%
UBS Group
66
UBS Group
Switzerland
$74.5M 165,130 +87,751 +113%
CS
67
Credit Suisse
Switzerland
$72.8M 161,442 +261 +0.2%
Millennium Management
68
Millennium Management
New York
$70.2M 155,697 +50,037 +47%
SEI Investments
69
SEI Investments
Pennsylvania
$70M 155,232 -137,294 -47%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$69.6M 154,344 -1,723 -1%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$63.3M 140,379 +87,812 +167%
ZIG
72
Zurich Insurance Group
Switzerland
$59.9M 132,735 -12,275 -8%
PI
73
Putnam Investments
Massachusetts
$57.5M 127,414 -22,448 -15%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$56.6M 125,393 +858 +0.7%
RJA
75
Raymond James & Associates
Florida
$55.3M 122,521 -283 -0.2%
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