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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
12.66%
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 %
ADL
751
Asset Dedication LLC
California
$48K – – –
TFIPS
752
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.7K – – –
LS
753
Livforsakringsbolaget Skandia
Sweden
$47.6K – – –
HCP
754
Hexagon Capital Partners
Arkansas
$46.2K +$1.43K +3 +3%
CA
755
Clearstead Advisors
Ohio
$43.6K +$880 +2 +2%
HIA
756
Harbor Investment Advisory
Maryland
$43.4K +$7.15K +15 +20%
CMP
757
Coston McIsaac & Partners
Maine
$41K -$2.33K -5 -5%
BF
758
BOK Financial
Oklahoma
$40.1K -$4.3K -9 -10%
FFO
759
Fortitude Family Office
Arizona
$40K – – –
Jones Financial Companies
760
Jones Financial Companies
Missouri
$39.1K +$15.7K +33 +67%
SWM
761
Sugarloaf Wealth Management
Georgia
$37.2K – – –
AF
762
Advisornet Financial
Minnesota
$36.2K +$4.29K +9 +13%
CPBTD
763
Central Pacific Bank - Trust Division
Hawaii
$35.8K +$35.8K +75 New
SCA
764
Stuart Chaussee & Associates
California
$34.3K – – –
CPG
765
Cornerstone Planning Group
New Jersey
$33.4K – – –
PP
766
Pacifica Partners
Canada
$33.1K -$14.2K -30 -30%
ST
767
Smithfield Trust
Pennsylvania
$32K – – –
WBC
768
West Branch Capital
Massachusetts
$30.5K – – –
CT
769
Colonial Trust
South Carolina
$30K – – –
OIAM
770
OFI Invest Asset Management
France
$30K -$3.09K -7 -9%
MA
771
MCF Advisors
Kentucky
$29.1K +$477 +1 +2%
FFA
772
Frazier Financial Advisors
Ohio
$28.1K – – –
C
773
Covestor
United Kingdom
$28K +$3.93K +8 +16%
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$26.2K – – –
MCM
775
MV Capital Management
Maryland
$26.2K – – –
29 30
31
32 33