IT icon

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 %
TFM
851
TFC Financial Management
Massachusetts
$903 2 – –
TWP
852
TFO Wealth Partners
Ohio
$902 2 -74 -97%
M
853
MOTCO
Texas
$902 2 – –
EWM
854
Evermay Wealth Management
Virginia
$452 1 +1 New
DAM
855
Delta Asset Management
Tennessee
$451 1 +1 New
DWM
856
Dogwood Wealth Management
Kansas
– – – –
Artisan Partners
857
Artisan Partners
Wisconsin
– – -141,481 Closed
KWILP
858
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -139,849 Closed
SSA
859
Schonfeld Strategic Advisors
New York
– – -47,704 Closed
CF
860
Cantor Fitzgerald
New York
– – -46,008 Closed
Marshall Wace
861
Marshall Wace
United Kingdom
– – -31,031 Closed
JFG
862
Jefferies Financial Group
New York
– – -28,675 Closed
Point72 Asset Management
863
Point72 Asset Management
Connecticut
– – -24,301 Closed
ECM
864
ExodusPoint Capital Management
New York
– – -19,654 Closed
JCM
865
Junto Capital Management
New York
– – -18,221 Closed
OMC
866
Old Mission Capital
Illinois
– – -16,179 Closed
CCM
867
Cinctive Capital Management
New York
– – -10,612 Closed
AM
868
AGF Management
Ontario, Canada
– – -9,101 Closed
CM
869
Crestline Management
Texas
– – -8,132 Closed
PP
870
PDT Partners
New York
– – -4,588 Closed
XT
871
XTX Topco
Cayman Islands
– – -4,305 Closed
RAM
872
RWC Asset Management
United Kingdom
– – -4,284 Closed
AIM
873
Aigen Investment Management
New York
– – -3,240 Closed
LAS
874
Lloyd Advisory Services
Georgia
– – -2,862 Closed
DS
875
DRW Securities
Illinois
– – -2,750 Closed
33 34
35
36 37