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Gartner
IT

Overview Fund Activity

784 hedge funds and large institutions have $24.7B invested in Gartner in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 315 reducing their positions, and 58 closing their positions.

Holders
784
Holders Change
+11
Holders Change %
+1.42%
% of All Funds
12.5%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
271
Reduced
315
Closed
58
Calls
$24M
Puts
$31.4M
Net Calls
-$7.42M
Net Calls Change
-$2.83M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$192M
2
Franklin Resources
2
Franklin Resources
California
$267M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$538M
4
Citadel Advisors
4
Citadel Advisors
Florida
$193M
5
American Century Companies
5
American Century Companies
Missouri
$103M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
PI
2
Putnam Investments
Massachusetts
$51.5M
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$36.3M
5
JCM
5
Junto Capital Management
New York
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
JGIA
751
Jackson Grant Investment Advisers
Connecticut
$5.15K 15 – –
OC
752
Oakworth Capital
Alabama
$5.15K 15 – –
CFB
753
Cullen/Frost Bankers
Texas
$5.15K 15 – –
KFI
754
Key Financial Inc
Pennsylvania
$4.81K 14 – –
AWM
755
Abound Wealth Management
Tennessee
$4.81K 14 +2 +17%
AWM
756
Avior Wealth Management
Nebraska
$4.47K 13 -1 -7%
GWSA
757
Global Wealth Strategies & Associates
Colorado
$4.12K 12 – –
GFPC
758
Global Financial Private Client
Florida
$3.81K 11 – –
TCA
759
Trifecta Capital Advisors
Illinois
$3.78K 11 – –
PWMG
760
Prestige Wealth Management Group
New Jersey
$3.44K 10 – –
IFAM
761
Institutional & Family Asset Management
Colorado
$3.44K 10 – –
SWA
762
SOA Wealth Advisors
New York
$3.44K 10 – –
PCTC
763
Perkins Coie Trust Company
Washington
$3.09K 9 +9 New
AW
764
Avion Wealth
Texas
$3K 9 +9 New
BWL
765
Bogart Wealth LLC
Virginia
$2.75K 8 – –
GI
766
Gradient Investments
Minnesota
$2.06K 6 -3 -33%
SC
767
Solstein Capital
California
$2.06K 6 – –
BAM
768
Bellevue Asset Management
Washington
$2.06K 6 +2 +50%
VNA
769
Valley National Advisers
Pennsylvania
$2K 5 +5 New
WPA
770
West Paces Advisors
Georgia
$1.37K 4 – –
IPW
771
Impact Partnership Wealth
Georgia
$1.03K 3 -3 -50%
NSIM
772
North Star Investment Management
Illinois
$1.03K 3 – –
LFG
773
Larson Financial Group
Missouri
$1.03K 3 – –
WWM
774
Wolff Wiese Magana
California
$1.03K 3 – –
HI
775
Harbour Investments
Wisconsin
$1.03K 3 +2 +200%
29 30
31
32 33