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Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
826
Canada Pension Plan Investment Board
Ontario, Canada
$4.51K 10 -27,323 -100%
SWA
827
SOA Wealth Advisors
New York
$4.51K 10 – –
IFAM
828
Institutional & Family Asset Management
Colorado
$4.51K 10 – –
BWL
829
Bogart Wealth LLC
Virginia
$3.61K 8 – –
WPA
830
West Paces Advisors
Georgia
$3.16K 7 +3 +75%
CAS
831
Coppell Advisory Solutions
Texas
$3.16K 7 +7 New
LIWM
832
Long Island Wealth Management
New York
$3K 6 +6 New
GI
833
Gradient Investments
Minnesota
$2.71K 6 – –
SC
834
Solstein Capital
California
$2.71K 6 – –
BAM
835
Bellevue Asset Management
Washington
$2.71K 6 – –
DF
836
Dunhill Financial
United Kingdom
$2.49K 6 +6 New
RG
837
Retirement Group
California
$2.26K 5 +3 +150%
AIC
838
Archer Investment Corporation
Indiana
$2.26K 5 +5 New
FG
839
Fairman Group
Pennsylvania
$2.26K 5 +5 New
CTB
840
Country Trust Bank
Illinois
$2.26K 5 +5 New
FPF
841
First Pacific Financial
Washington
$1.81K 4 +4 New
RS
842
Rakuten Securities
Japan
$1.8K 4 +4 New
WWM
843
Wolff Wiese Magana
California
$1.35K 3 – –
S
844
Sachetta
Massachusetts
$1.35K 3 +3 New
PCTC
845
Perkins Coie Trust Company
Washington
$1.35K 3 -6 -67%
LFG
846
Larson Financial Group
Missouri
$1.35K 3 – –
NSIM
847
North Star Investment Management
Illinois
$1.35K 3 – –
IPW
848
Impact Partnership Wealth
Georgia
$1.35K 3 – –
PI
849
PEAK6 Investments
Illinois
$1.26K 3 +3 New
TWD
850
True Wealth Design
Ohio
$903 2 – –
32 33
34
35 36