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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
12.65%
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 %
CT
776
Clearstead Trust
Maine
$24.3K +$24.3K +51 New
CJ
777
Caitlin John
Michigan
$23.8K -$477 -1 -2%
SWM
778
Spire Wealth Management
Virginia
$22.1K +$3.36K +7 +18%
RCM
779
Raleigh Capital Management
North Carolina
$21.5K -$13.3K -28 -38%
RA
780
Rise Advisors
New York
$21.5K +$21.5K +45 New
RFG
781
RFP Financial Group
Georgia
$21K – – –
Optiver Holding
782
Optiver Holding
Netherlands
$21K +$21K +44 New
QL
783
Quarry LP
New York
$21K +$21K +44 New
PWMG
784
Private Wealth Management Group
New Jersey
$20.5K – – –
IRAG
785
Investment Research & Advisory Group
Georgia
$20.5K – – –
SWC
786
Spectrum Wealth Counsel
Indiana
$20K -$953 -2 -5%
FCA
787
FinTrust Capital Advisors
South Carolina
$20K – – –
HWA
788
HHM Wealth Advisors
Tennessee
$20K – – –
RTC
789
Riverview Trust Company
Washington
$20K +$20K +42 New
AWM
790
Avior Wealth Management
Nebraska
$19.5K +$13.3K +28 +215%
CA
791
CoreCap Advisors
Michigan
$19.5K +$19.5K +41 New
EBA
792
Eagle Bay Advisors
New York
$19.1K -$5.24K -11 -22%
CT
793
Cambridge Trust
Massachusetts
$18.1K -$44.3K -93 -71%
RF
794
Robbins Farley
New Hampshire
$16.7K – – –
AP
795
Aspect Partners
Virginia
$16.7K – – –
MFC
796
Mechanics Financial Corp
Ohio
$16.7K +$2.38K +5 +17%
RTL
797
Red Tortoise LLC
Georgia
$16.2K – – –
FRA
798
Front Row Advisors
California
$16.2K +$16.2K +34 New
TCOV
799
Trust Company of Vermont
Vermont
$15.3K – – –
AAP
800
Arax Advisory Partners
Colorado
$14.8K +$953 +2 +7%
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