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Gartner
IT

Overview Fund Activity

894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$71M
2
SGA
Sustainable Growth Advisers
Connecticut
$358M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$234M
4
Principal Financial Group
Principal Financial Group
Iowa
$1.01B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.65B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.46B
3
Polen Capital Management
Polen Capital Management
Florida
$745M
4
BAMCO Inc
BAMCO Inc
New York
$2.04B
5
Millennium Management
Millennium Management
New York
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
851
Itau Unibanco Holding S.A.
Brazil
$7.6K +$7.6K +15 New
RWM
852
Reston Wealth Management
Virginia
$6.59K +$6.59K +13 New
AWM
853
Avior Wealth Management
Nebraska
$6.59K +$507 +1 +8%
GWSA
854
Global Wealth Strategies & Associates
Colorado
$6.08K – – –
CWP
855
Concord Wealth Partners
Virginia
$6.08K +$6.08K +12 New
CAS
856
Coppell Advisory Solutions
Texas
$5.6K – – –
ACM
857
Anfield Capital Management
California
$5.57K – – –
GFPC
858
Global Financial Private Client
Florida
$5.57K – – –
CWA
859
Carolina Wealth Advisors
South Carolina
$5.57K +$5.57K +11 New
FWM
860
FSA Wealth Management
Massachusetts
$5.57K +$5.57K +11 New
HCM
861
Hollencrest Capital Management
California
$5.57K +$5.57K +11 New
RL
862
Rogco LP
Oklahoma
$5.07K – – –
HI
863
Harbour Investments
Wisconsin
$5.07K – – –
PWMG
864
Prestige Wealth Management Group
New Jersey
$5.07K – – –
SWA
865
SOA Wealth Advisors
New York
$5.07K – – –
AFG
866
Albion Financial Group
Utah
$4.06K – – –
BWL
867
Bogart Wealth LLC
Virginia
$4.05K – – –
AS
868
Altshuler Shaham
Israel
$4.05K – – –
BAM
869
Bellevue Asset Management
Washington
$3.55K – – –
TAM
870
Tucker Asset Management
Colorado
$3.55K – – –
CA
871
Continuum Advisory
Idaho
$3.22K +$537 +1 +20%
SC
872
Solstein Capital
California
$3.04K – – –
FG
873
Fairman Group
Pennsylvania
$2.53K – – –
TCM
874
TD Capital Management
Tennessee
$2.53K – – –
AIM
875
Aurora Investment Managers
Florida
$2.35K -$123 -243 -5%
33 34
35
36 37