IT icon

Gartner
IT

Overview Fund Activity

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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
Franklin Resources
California
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
Brown Advisory
Maryland
$356M
5
JCM
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
Polen Capital Management
Florida
$684M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
Invesco
Georgia
$243M
5
Millennium Management
Millennium Management
New York
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
751
Institutional & Family Asset Management
Colorado
$3.5K +$3.5K +10 New
GI
752
Gradient Investments
Minnesota
$3.15K +$3.15K +9 New
BWL
753
Bogart Wealth LLC
Virginia
$2.8K – – –
WP
754
WealthPLAN Partners
Nebraska
$2.1K – – –
IPW
755
Impact Partnership Wealth
Georgia
$2.1K +$2.1K +6 New
SC
756
Solstein Capital
California
$2.1K +$2.1K +6 New
PVH
757
Psagot Value Holdings
Israel
$2K +$2K +6 New
CCP
758
Cunning Capital Partners
North Carolina
$1.73K – – –
WPA
759
West Paces Advisors
Georgia
$1.4K -$1.05K -3 -43%
BAM
760
Bellevue Asset Management
Washington
$1.4K – – –
WWM
761
Wolff Wiese Magana
California
$1.05K – – –
LFG
762
Larson Financial Group
Missouri
$1.05K – – –
NSIM
763
North Star Investment Management
Illinois
$1.05K – – –
M
764
MOTCO
Texas
$1.05K +$1.05K +3 New
HIA
765
Harbor Investment Advisory
Maryland
$1.05K +$1.05K +3 New
RI
766
Ridgewood Investments
New Jersey
$1.01K – – –
CA
767
Centerpoint Advisors
Massachusetts
$1K – – –
FGAM
768
Financial Gravity Asset Management
Texas
$793 +$54 +24 +7%
RG
769
Retirement Group
California
$701 – – –
TWD
770
True Wealth Design
Ohio
$701 – – –
MCM
771
Manchester Capital Management
Vermont
$701 +$701 +2 New
TFM
772
TFC Financial Management
Massachusetts
$701 +$701 +2 New
HI
773
Harbour Investments
Wisconsin
$350 -$26.6K -76 -99%
Comerica Bank
774
Comerica Bank
Texas
$3 +$3 +30,131 New
TC
775
TwinBeech Capital
New York
– -$30.6M -93,822 Closed
29 30
31
32 33