774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
726
Fiduciary Alliance
South Carolina
$7.71K +$7.71K +22 New
SWM
727
Spire Wealth Management
Virginia
$7.43K +$1.77K +5 +31%
VCM
728
Versant Capital Management
Arizona
$7.36K +$2.1K +6 +40%
CAL
729
Capital Advisors Ltd
Ohio
$7K -$2.33K -7 -25%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$6.66K -$3.5K -10 -34%
CWM
731
Compass Wealth Management
Connecticut
$6.66K
KSWA
732
Kathleen S. Wright Associates
Pennsylvania
$6.66K
Loomis, Sayles & Company
733
Loomis, Sayles & Company
Massachusetts
$6K -$418K -1,114 -99%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
734
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.96K -$15.9M -45,373 -100%
CFD
735
Creative Financial Designs
Indiana
$5.96K
DF
736
DecisionPoint Financial
Arizona
$5.61K
CFB
737
Cullen/Frost Bankers
Texas
$5.26K -$36.1K -103 -87%
SIC
738
SJS Investment Consulting
Ohio
$5.26K
OC
739
Oakworth Capital
Alabama
$5.26K
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$5.26K
PAI
741
Pittenger & Anderson Inc
Nebraska
$5.26K +$5.26K +15 New
AWM
742
Avior Wealth Management
Nebraska
$4.9K
KFI
743
Key Financial Inc
Pennsylvania
$4.9K +$4.9K +14 New
GWSA
744
Global Wealth Strategies & Associates
Colorado
$4.2K
AWM
745
Abound Wealth Management
Tennessee
$4.2K +$1.4K +4 +50%
TCA
746
Trifecta Capital Advisors
Illinois
$3.85K
DI
747
Disciplined Investments
Oklahoma
$3.85K -$350 -1 -8%
GFPC
748
Global Financial Private Client
Florida
$3.82K
PWMG
749
Prestige Wealth Management Group
New Jersey
$3.5K
SWA
750
SOA Wealth Advisors
New York
$3.5K