IT icon

Gartner
IT

Overview Fund Activity

938 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 319 increasing their positions, 341 reducing their positions, and 70 closing their positions.

Holders
938
Holders Change
+45
Holders Change %
+5.04%
% of All Funds
12.49%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
319
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.27B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$189M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.37B
4
Millennium Management
4
Millennium Management
New York
$144M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$805M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$21.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$437M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$259M
4
FPP
4
Findlay Park Partners
United Kingdom
$261M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
851
Sierra Ocean
California
$17K +$17K +35 New
MEG
852
Millstone Evans Group
Colorado
$17K +$17K +35 New
RTL
853
Red Tortoise LLC
Georgia
$16.5K – – –
QL
854
Quarry LP
New York
$16.5K +$16.5K +34 New
TPW
855
Talon Private Wealth
Florida
$16K – – –
KPP
856
Kings Path Partners
Texas
$14.5K – – –
CPL
857
Capital & Planning LLC
Georgia
$14.5K +$14.5K +30 New
PFG
858
Putney Financial Group
California
$14.5K +$14.5K +30 New
SWM
859
Spire Wealth Management
Virginia
$14.1K -$9.69K -20 -41%
RF
860
Robbins Farley
New Hampshire
$12.1K – – –
AWM
861
Abound Wealth Management
Tennessee
$11.9K +$2.47K +5 +26%
KWAG
862
Kiely Wealth Advisory Group
North Carolina
$11.6K – – –
GEA
863
Glen Eagle Advisors
New Jersey
$11.1K – – –
CCA
864
Criterion Capital Advisors
Tennessee
$10.8K – – –
DPW
865
DiNuzzo Private Wealth
Pennsylvania
$10.7K – – –
CB
866
CNB Bank
Pennsylvania
$10.7K – – –
BC
867
Bayforest Capital
United Kingdom
$10.7K +$10.7K +22 New
SC
868
Stance Capital
Massachusetts
$10.7K +$10.7K +22 New
PG
869
Proffitt & Goodson
Tennessee
$9.69K – – –
TC
870
Truvestments Capital
Florida
$9.69K – – –
DF
871
Dunhill Financial
United Kingdom
$9.65K +$1.93K +4 +25%
CWM
872
Compass Wealth Management
Connecticut
$9.21K – – –
BGAI
873
Bruce G. Allen Investments
Colorado
$9.21K – – –
S
874
Sachetta
Massachusetts
$9.21K +$969 +2 +12%
EBA
875
Eagle Bay Advisors
New York
$7.75K – – –
33 34
35
36 37