IT icon

Gartner
IT

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
Franklin Resources
California
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
Brown Advisory
Maryland
$356M
5
JCM
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
Polen Capital Management
Florida
$684M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
Invesco
Georgia
$243M
5
Millennium Management
Millennium Management
New York
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Apollon Wealth Management
South Carolina
– -$291K -894 Closed
BFM
802
Boothbay Fund Management
New York
– -$273K -838 Closed
CIP
803
Convergence Investment Partners
Florida
– -$272K -834 Closed
MC
804
Machina Capital
France
– -$255K -782 Closed
CAG
805
Crestwood Advisors Group
Massachusetts
– -$252K -775 Closed
BBW
806
Blue Barn Wealth
Utah
– -$228K -701 Closed
VI
807
Versor Investments
New York
– -$228K -700 Closed
ECG
808
Edge Capital Group
Georgia
– -$149K -457 Closed
AS
809
Altshuler Shaham
Israel
– -$109K -335 Closed
KI
810
Kapitalo Investimentos
Brazil
– -$77.2K -237 Closed
BAM
811
Belpointe Asset Management
Nevada
– -$70.4K -216 Closed
WB
812
Webster Bank
Connecticut
– -$50.8K -156 Closed
Capstone Investment Advisors
813
Capstone Investment Advisors
New York
– -$42K -129 Closed
MWC
814
MBM Wealth Consultants
Missouri
– -$26K -81 Closed
TWA
815
TCI Wealth Advisors
Arizona
– -$23.8K -73 Closed
CA
816
Crewe Advisors
Utah
– -$21.8K -67 Closed
GFWA
817
Grey Fox Wealth Advisors
Delaware
– -$19.5K -60 Closed
TCOV
818
Trust Company of Vermont
Vermont
– -$15.3K -47 Closed
AAS
819
Ameritas Advisory Services
Nebraska
– -$14.2K -47 Closed
Group One Trading
820
Group One Trading
Illinois
– -$11.7K -36 Closed
CIA
821
Cape Investment Advisory
Georgia
– -$9.12K -28 Closed
SC
822
Schubert & Co
Texas
– -$8.8K -27 Closed
KOCAA
823
Knights of Columbus Asset Advisors
Connecticut
– -$7.17K -22 Closed
AWM
824
Atticus Wealth Management
Florida
– -$4.89K -15 Closed
SSC
825
Syverson Strege & Co
Iowa
– -$2.28K -7 Closed
30 31 32
33
34