894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
726
Smartleaf Asset Management
Massachusetts
$175K +$72.3K +142 +71%
SIM
727
Sentry Investment Management
Wisconsin
$174K
CA
728
Clearstead Advisors
Ohio
$168K -$2.03K -4 -1%
EPW
729
Evergreen Private Wealth
Colorado
$166K +$1.52K +3 +0.9%
SS
730
Sunbelt Securities
Texas
$154K
AA
731
Alta Advisers
United Kingdom
$152K
PHK
732
Point72 Hong Kong
Hong Kong
$151K -$171K -337 -53%
WI
733
Wintrust Investments
Illinois
$149K -$1.31M -2,586 -90%
PTC
734
Private Trust Company
Ohio
$142K -$3.04K -6 -2%
OAJ
735
Ogorek Anthony Joseph
New York
$142K
EFMH
736
E Fund Management (HK)
Hong Kong
$132K +$22.8K +45 +21%
TIM
737
Tortoise Investment Management
New York
$129K
CFO
738
CVA Family Office
Colorado
$128K +$2.53K +5 +2%
GRP
739
Global Retirement Partners
California
$123K +$8.62K +17 +8%
RDFA
740
Ritter Daniher Financial Advisory
Ohio
$119K
AF
741
Advisornet Financial
Minnesota
$119K +$93.2K +184 +368%
ZB
742
Zions Bancorporation
Utah
$117K -$1.01K -2 -0.9%
RIL
743
Rothschild Investment LLC
Illinois
$117K +$10.1K +20 +10%
CH
744
Cromwell Holdings
Wyoming
$114K +$21.8K +43 +24%
LC
745
Lindbrook Capital
California
$108K +$13.2K +26 +14%
Jones Financial Companies
746
Jones Financial Companies
Missouri
$101K +$23.9K +47 +31%
APF
747
Alaska Permanent Fund
Alaska
$98.8K
IA
748
IFP Advisors
Florida
$97.3K -$49.9K -98 -34%
CFB
749
Cullen/Frost Bankers
Texas
$95.8K +$75K +148 +361%
NIMI
750
Natixis Investment Managers International
France
$94.3K +$30.9K +61 +49%