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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
726
Benjamin F. Edwards & Company
Missouri
$87K -$1.35K -3 -2%
LFA
727
LGT Financial Advisors
Texas
$86.2K -$89.4K -199 -51%
PCMC
728
Planning Capital Management Corporation
Pennsylvania
$84.4K – – –
LC
729
Lindbrook Capital
California
$84.4K +$2.25K +5 +3%
CH
730
Cromwell Holdings
Wyoming
$81.3K +$81.3K +181 New
CFD
731
Creative Financial Designs
Indiana
$79.9K +$27.8K +62 +53%
Optiver Holding
732
Optiver Holding
Netherlands
$75.4K +$55.7K +124 +282%
CHA
733
Carmichael Hill & Associates
Maryland
$71.9K – – –
BCWM
734
Bartlett & Co Wealth Management
Ohio
$70.1K -$30.1K -67 -30%
Jones Financial Companies
735
Jones Financial Companies
Missouri
$68.3K +$31.4K +70 +85%
POIA
736
Pin Oak Investment Advisors
Texas
$67K – – –
AGWCA
737
Annis Gardner Whiting Capital Advisors
Florida
$66.5K +$2.25K +5 +3%
PFBT
738
Parkside Financial Bank & Trust
Missouri
$63.3K -$2.25K -5 -3%
FNWA
739
Financial Network Wealth Advisors
Utah
$60.7K +$60.7K +135 New
A
740
AlphaQuest
New York
$59.3K -$858K -1,910 -94%
BIA
741
Bell Investment Advisors
California
$57.9K +$1.8K +4 +3%
NIMI
742
Natixis Investment Managers International
France
$56.1K +$56.1K +125 New
JWA
743
JFS Wealth Advisors
Pennsylvania
$54.8K – – –
HNB
744
Hilltop National Bank
Wyoming
$51.2K +$898 +2 +2%
ADL
745
Asset Dedication LLC
California
$45.4K – – –
WT
746
Washington Trust
Rhode Island
$45.4K – – –
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.9K – – –
LS
748
Livforsakringsbolaget Skandia
Sweden
$44.8K – – –
CA
749
Crewe Advisors
Utah
$43.6K +$30.1K +67 +223%
VAG
750
VisionPoint Advisory Group
Texas
$43.1K -$5.84K -13 -12%
28 29
30
31 32