IT icon

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 %
EBA
801
Eagle Bay Advisors
New York
$11.2K -$6.74K -15 -38%
WB
802
Webster Bank
Connecticut
$11.2K – – –
CCA
803
Criterion Capital Advisors
Tennessee
$10.8K – – –
KWAG
804
Kiely Wealth Advisory Group
North Carolina
$10.5K – – –
TSWM
805
Tyler-Stone Wealth Management
Ohio
$10.3K – – –
GEA
806
Glen Eagle Advisors
New Jersey
$10.3K +$10.3K +23 New
CB
807
CNB Bank
Pennsylvania
$9.88K – – –
DPW
808
DiNuzzo Private Wealth
Pennsylvania
$9.43K +$4.49K +10 +91%
CAL
809
Capital Advisors Ltd
Ohio
$9K -$1.29K -3 -13%
PG
810
Proffitt & Goodson
Tennessee
$8.98K +$8.98K +20 New
NAAA
811
New Age Alpha Advisors
New York
$8.98K +$8.98K +20 New
AWM
812
Abound Wealth Management
Tennessee
$8.53K – – –
CWM
813
Compass Wealth Management
Connecticut
$8.53K – – –
BGAI
814
Bruce G. Allen Investments
Colorado
$8.53K – – –
KSWA
815
Kathleen S. Wright Associates
Pennsylvania
$8.53K – – –
CTC
816
Cetera Trust Company
Minnesota
$7.63K – – –
FPF
817
First Pacific Financial
Washington
$7.19K +$4.94K +11 +220%
SIC
818
SJS Investment Consulting
Ohio
$6.74K -$42.2K -94 -86%
OC
819
Oakworth Capital
Alabama
$6.74K – – –
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$6.74K – – –
KFI
821
Key Financial Inc
Pennsylvania
$6.74K +$449 +1 +7%
MCM
822
Manchester Capital Management
Vermont
$6.74K +$449 +1 +7%
BWP
823
Baldwin Wealth Partners
Massachusetts
$6.29K +$6.29K +14 New
CWC
824
Carolinas Wealth Consulting
North Carolina
$5.84K -$449 -1 -7%
PCWA
825
Pacific Capital Wealth Advisors
California
$5.84K +$5.84K +13 New
31 32
33
34 35