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Gartner
IT

Overview Fund Activity

685 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 59 closing their positions.

Holders
685
Holders Change
+45
Holders Change %
+7.03%
% of All Funds
10.58%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
237
Reduced
242
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$266M
3
Invesco
3
Invesco
Georgia
$409M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
Prudential Financial
5
Prudential Financial
New Jersey
$137M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.32M
2
GIM
2
Generation Investment Management
United Kingdom
$738M
3
ACM
3
Atlanta Capital Management
Georgia
$571M
4
Harris Associates
4
Harris Associates
Illinois
$493M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
726
CX Institutional
Indiana
– – -183 Closed
DOA
727
D'Orazio & Associates
Virginia
– – -116 Closed
JCM
728
Jacobi Capital Management
Pennsylvania
– – -98 Closed
FF
729
FourThought Financial
Florida
– – -77 Closed
PWA
730
Phoenix Wealth Advisors
North Carolina
– – -63 Closed
KIG
731
Kowal Investment Group
Wisconsin
– – -56 Closed
SIAP
732
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -48 Closed
TF
733
Tompkins Financial
New York
– – -43 Closed
GRP
734
Global Retirement Partners
California
– – -35 Closed
RTL
735
Red Tortoise LLC
Georgia
– – -34 Closed
DFCM
736
Dark Forest Capital Management
Puerto Rico
– – -34 Closed
SAI
737
Systematic Alpha Investments
New Jersey
– – -26 Closed
CFA
738
Cahill Financial Advisors
Minnesota
– – -24 Closed
NFG
739
Next Financial Group
Texas
– – -21 Closed
SSC
740
Syverson Strege & Co
Iowa
– – -20 Closed
CPC
741
Consolidated Planning Corp
Georgia
– – -14 Closed
JPLA
742
Joseph P. Lucia & Associates
New York
– – -10 Closed
LWM
743
Liberty Wealth Management
California
– – -2 Closed
Capital Fund Management (CFM)
744
Capital Fund Management (CFM)
France
– – – –
CAM
745
CenterStar Asset Management
Illinois
– – – –
SC
746
Shay Capital
New York
– – – –
Capstone Investment Advisors
747
Capstone Investment Advisors
New York
– – – –
DHGWA
748
Dixon Hughes Goodman Wealth Advisors
North Carolina
$0 1 +1 New
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30