894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
776
Colonial Trust
South Carolina
$40.8K +$9.07K +18 +29%
SWM
777
Sugarloaf Wealth Management
Georgia
$39.5K
FFA
778
Frazier Financial Advisors
Ohio
$39K -$3.04K -6 -7%
HIA
779
Harbor Investment Advisory
Maryland
$39K -$507 -1 -1%
HWM
780
Hemington Wealth Management
Virginia
$37K +$37K +75 New
SCA
781
Stuart Chaussee & Associates
California
$36.5K
PP
782
Pacifica Partners
Canada
$35.5K
MCM
783
MV Capital Management
Maryland
$34.5K +$6.59K +13 +24%
ST
784
Smithfield Trust
Pennsylvania
$34K
WBC
785
West Branch Capital
Massachusetts
$32.9K +$507 +1 +2%
MA
786
MCF Advisors
Kentucky
$30.4K -$507 -1 -2%
TCOV
787
Trust Company of Vermont
Vermont
$30.4K +$14.2K +28 +88%
OP
788
ORG Partners
Indiana
$30.4K -$262K -518 -90%
C
789
Covestor
United Kingdom
$30K -$517 -1 -2%
FCA
790
FinTrust Capital Advisors
South Carolina
$29.9K
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$27.9K
CJ
792
Caitlin John
Michigan
$27.6K
PCMC
793
Planning Capital Management Corporation
Pennsylvania
$26.9K -$68.4K -135 -72%
CT
794
Clearstead Trust
Maine
$25.8K
EB
795
Eastern Bank
Massachusetts
$25.8K +$25.8K +51 New
TCM
796
Tradewinds Capital Management
Washington
$25.3K
MA
797
Montag & Associates
Georgia
$25.3K +$25.3K +50 New
CA
798
CoreCap Advisors
Michigan
$25.3K +$25.3K +50 New
RCM
799
Raleigh Capital Management
North Carolina
$24.8K +$2.53K +5 +11%
SWM
800
Spire Wealth Management
Virginia
$24.8K +$8.62K +17 +53%