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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$90.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$899M
2
GIM
Generation Investment Management
United Kingdom
-$283M
3
First Trust Advisors
First Trust Advisors
Illinois
-$209M
4
BAMCO Inc
BAMCO Inc
New York
-$83.6M
5
DCP
Durable Capital Partners
Maryland
-$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFMH
726
E Fund Management (HK)
Hong Kong
$103K -$5.72K -12 -5%
BFEC
727
Benjamin F. Edwards & Company
Missouri
$93K – – –
APF
728
Alaska Permanent Fund
Alaska
$93K -$186K -391 -67%
PCMC
729
Planning Capital Management Corporation
Pennsylvania
$89.6K -$477 -1 -0.5%
LC
730
Lindbrook Capital
California
$87.2K +$2.86K +6 +3%
RIL
731
Rothschild Investment LLC
Illinois
$80.1K +$2.86K +6 +4%
HFM
732
Harvest Fund Management
China
$77K -$75.1K -157 -49%
CHA
733
Carmichael Hill & Associates
Maryland
$76.3K – – –
GRP
734
Global Retirement Partners
California
$71K +$15.7K +33 +28%
POIA
735
Pin Oak Investment Advisors
Texas
$71K – – –
PFBT
736
Parkside Financial Bank & Trust
Missouri
$69.6K +$10.5K +22 +18%
JSAM
737
J. Safra Asset Management
New York
$69.6K +$25.7K +54 +59%
AGWCA
738
Annis Gardner Whiting Capital Advisors
Florida
$68.2K +$24.3K +51 +55%
PAS
739
Point72 Asia (Singapore)
Singapore
$63.3K +$20.5K +43 +48%
VWM
740
Venturi Wealth Management
Texas
$62.4K -$3.34K -7 -5%
BIA
741
Bell Investment Advisors
California
$59.6K – – –
JWA
742
JFS Wealth Advisors
Pennsylvania
$58.2K – – –
CFD
743
Creative Financial Designs
Indiana
$55.3K +$26.2K +55 +90%
BTI
744
Blue Trust Inc
Georgia
$54.3K -$109K -229 -67%
HNB
745
Hilltop National Bank
Wyoming
$53.4K +$53.4K +112 New
SIC
746
SJS Investment Consulting
Ohio
$52K +$44.3K +93 +581%
VAG
747
VisionPoint Advisory Group
Texas
$52K +$7.63K +16 +17%
UOTTAIMCU
748
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$51.5K +$51.5K +108 New
SAM
749
Smartleaf Asset Management
Massachusetts
$50K +$39.4K +82 +373%
WT
750
Washington Trust
Rhode Island
$48.1K – – –
28 29
30
31 32