IT icon

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 %
CWC
826
Carolinas Wealth Consulting
North Carolina
$6.67K -$2.38K -5 -26%
KFI
827
Key Financial Inc
Pennsylvania
$6.67K – – –
AT
828
Arlington Trust
Alabama
$6.2K -$3.81K -8 -38%
HI
829
Harbour Investments
Wisconsin
$6.2K – – –
RL
830
Rogco LP
Oklahoma
$5.72K -$20K -42 -78%
GWSA
831
Global Wealth Strategies & Associates
Colorado
$5.72K – – –
GFPC
832
Global Financial Private Client
Florida
$5.25K – – –
DPW
833
DiNuzzo Private Wealth
Pennsylvania
$5.24K – – –
TCA
834
Trifecta Capital Advisors
Illinois
$5.24K – – –
FWM
835
FSA Wealth Management
Massachusetts
$5.24K – – –
IFAM
836
Institutional & Family Asset Management
Colorado
$4.77K – – –
PWMG
837
Prestige Wealth Management Group
New Jersey
$4.77K – – –
SWA
838
SOA Wealth Advisors
New York
$4.77K – – –
RS
839
Rakuten Securities
Japan
$4.77K +$2.86K +6 +150%
SC
840
SouthState Corp
Florida
$4.77K +$4.77K +10 New
FIM
841
Fernwood Investment Management
Massachusetts
$4.77K +$4.77K +10 New
AFG
842
Albion Financial Group
Utah
$3.81K +$3.81K +8 New
AS
843
Altshuler Shaham
Israel
$3.81K -$67.2K -141 -95%
BWL
844
Bogart Wealth LLC
Virginia
$3.81K – – –
CWM
845
Cedar Wealth Management
California
$3.81K +$3.81K +8 New
RWA
846
Redmont Wealth Advisors
Illinois
$3.34K +$3.34K +7 New
DF
847
Dunhill Financial
United Kingdom
$2.99K – – –
BAM
848
Bellevue Asset Management
Washington
$2.86K – – –
SC
849
Solstein Capital
California
$2.86K – – –
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.86K +$2.86K +6 New
32 33
34
35 36