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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
776
International Assets Investment Management
Florida
$22.5K +$22.5K +50 New
RA
777
Rise Advisors
New York
$20.2K – – –
RCM
778
Raleigh Capital Management
North Carolina
$19.8K -$449 -1 -2%
PWMG
779
Private Wealth Management Group
New Jersey
$19.3K – – –
IRAG
780
Investment Research & Advisory Group
Georgia
$19.3K – – –
RTC
781
Riverview Trust Company
Washington
$18.9K – – –
CFB
782
Cullen/Frost Bankers
Texas
$18.4K +$9.43K +21 +105%
TCA
783
Trifecta Capital Advisors
Illinois
$18K +$13K +29 +264%
AAG
784
Armstrong Advisory Group
Massachusetts
$17.5K +$17.5K +39 New
JSAM
785
J. Safra Asset Management
New York
$17.1K -$48.5K -108 -74%
RF
786
Robbins Farley
New Hampshire
$15.7K – – –
AP
787
Aspect Partners
Virginia
$15.7K – – –
MFC
788
Mechanics Financial Corp
Ohio
$15.7K – – –
FRA
789
Front Row Advisors
California
$15.3K – – –
RTL
790
Red Tortoise LLC
Georgia
$15.3K – – –
SWM
791
Spire Wealth Management
Virginia
$14.4K -$6.29K -14 -30%
TCOV
792
Trust Company of Vermont
Vermont
$14.4K – – –
VNA
793
Valley National Advisers
Pennsylvania
$14K +$5.52K +13 +65%
SWC
794
Spectrum Wealth Counsel
Indiana
$13.9K -$4.94K -11 -26%
KPP
795
Kings Path Partners
Texas
$13.5K +$13.5K +30 New
VCM
796
Versant Capital Management
Arizona
$12.6K +$3.14K +7 +33%
CFGS
797
Concourse Financial Group Securities
Alabama
$12.6K +$898 +2 +8%
GKIM
798
GW&K Investment Management
Massachusetts
$12K – – –
LI
799
LRI Investments
Florida
$11.7K – – –
FW
800
Fairway Wealth
Ohio
$11.7K +$11.7K +26 New
30 31
32
33 34