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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
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
801
Crewe Advisors
Utah
$14.3K +$14.3K +30 New
GKIM
802
GW&K Investment Management
Massachusetts
$13K -$20.7K -43 -61%
OP
803
ORG Partners
Indiana
$12.9K -$163K -341 -93%
LI
804
LRI Investments
Florida
$12.4K +$12.4K +26 New
CFGS
805
Concourse Financial Group Securities
Alabama
$12.4K -$20K -42 -62%
TCM
806
Tradewinds Capital Management
Washington
$11.9K +$11.9K +25 New
WB
807
Webster Bank
Connecticut
$11.9K +$11.9K +25 New
CCA
808
Criterion Capital Advisors
Tennessee
$11.4K – – –
CAL
809
Capital Advisors Ltd
Ohio
$11K +$1.38K +3 +14%
TSWM
810
Tyler-Stone Wealth Management
Ohio
$11K – – –
CB
811
CNB Bank
Pennsylvania
$10.5K – – –
VCM
812
Versant Capital Management
Arizona
$10K – – –
KWAG
813
Kiely Wealth Advisory Group
North Carolina
$9.9K – – –
CFB
814
Cullen/Frost Bankers
Texas
$9.53K – – –
CWM
815
Compass Wealth Management
Connecticut
$9.06K – – –
BGAI
816
Bruce G. Allen Investments
Colorado
$9.06K – – –
KSWA
817
Kathleen S. Wright Associates
Pennsylvania
$9.06K – – –
AWM
818
Abound Wealth Management
Tennessee
$9.06K +$477 +1 +6%
VNA
819
Valley National Advisers
Pennsylvania
$9K +$1.35K +3 +18%
CTC
820
Cetera Trust Company
Minnesota
$8.1K – – –
1832 Asset Management
821
1832 Asset Management
Ontario, Canada
$8.1K +$8.1K +17 New
OC
822
Oakworth Capital
Alabama
$7.15K – – –
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$7.15K – – –
Group One Trading
824
Group One Trading
Illinois
$7.15K +$7.15K +15 New
MCM
825
Manchester Capital Management
Vermont
$6.67K +$953 +2 +17%
31 32
33
34 35