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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 %
FPF
851
First Pacific Financial
Washington
$2.38K +$477 +1 +25%
FG
852
Fairman Group
Pennsylvania
$2.38K – – –
TCM
853
TD Capital Management
Tennessee
$2.38K +$2.38K +5 New
CA
854
Continuum Advisory
Idaho
$2.18K +$2.18K +5 New
AW
855
Avion Wealth
Texas
$2K +$1.5K +3 +300%
FPB
856
First PREMIER Bank
South Dakota
$2K +$2K +4 New
WPA
857
West Paces Advisors
Georgia
$1.91K -$1.43K -3 -43%
RG
858
Retirement Group
California
$1.91K -$477 -1 -20%
WWM
859
Wolff Wiese Magana
California
$1.43K – – –
TWD
860
True Wealth Design
Ohio
$1.43K +$477 +1 +50%
TFM
861
TFC Financial Management
Massachusetts
$1.43K +$477 +1 +50%
IPW
862
Impact Partnership Wealth
Georgia
$1.43K – – –
NSIM
863
North Star Investment Management
Illinois
$1.43K – – –
PCTC
864
Perkins Coie Trust Company
Washington
$1.43K – – –
S
865
Sachetta
Massachusetts
$1.35K – – –
MFA
866
McClarren Financial Advisors
Pennsylvania
$1K – – –
PI
867
PEAK6 Investments
Illinois
$983 -$492 -1 -33%
ECM
868
Everence Capital Management
Indiana
$958 – – –
RAM
869
Riggs Asset Management
Pennsylvania
$954 +$954 +2 New
TWP
870
TFO Wealth Partners
Ohio
$953 – – –
WWP
871
WR Wealth Planners
Missouri
$953 +$953 +2 New
BIM
872
Breakwater Investment Management
Washington
$477 +$477 +1 New
FGAM
873
Financial Gravity Asset Management
Texas
$383 +$383 +1 New
DWM
874
Dogwood Wealth Management
Kansas
$4 -$5 – –
ZIG
875
Zurich Insurance Group
Switzerland
– -$59.9M -132,735 Closed
33 34
35
36 37