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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 %
TC
876
TwinBeech Capital
New York
– -$33.2M -73,700 Closed
Lord, Abbett & Co
877
Lord, Abbett & Co
New Jersey
– -$22.1M -49,000 Closed
SGAM
878
Smith Group Asset Management
Texas
– -$21.6M -47,880 Closed
QC
879
Quadrature Capital
United Kingdom
– -$17.4M -38,647 Closed
FCM
880
Fernbridge Capital Management
California
– -$15M -33,152 Closed
Winslow Capital Management
881
Winslow Capital Management
Minnesota
– -$10.8M -23,932 Closed
SAM
882
Sycomore Asset Management
France
– -$8.29M -18,571 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
883
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$7.03M -15,590 Closed
TF
884
Trek Financial
Arizona
– -$5.56M -12,316 Closed
II
885
Inspire Investing
Idaho
– -$3.84M -8,520 Closed
CCIA
886
Campbell & Co Investment Adviser
Maryland
– -$3.47M -7,697 Closed
ZIM
887
Zacks Investment Management
Illinois
– -$3.47M -7,686 Closed
MCM
888
Marsico Capital Management
Colorado
– -$3.35M -7,425 Closed
WAM
889
Wakefield Asset Management
Colorado
– -$3.25M -7,197 Closed
QIM
890
Quantitative Investment Management
Virginia
– -$2.45M -5,420 Closed
AWA
891
Arete Wealth Advisors
Illinois
– -$2.39M -5,296 Closed
RFG
892
Range Financial Group
Oregon
– -$2.22M -4,931 Closed
HCMT
893
Highland Capital Management (Tennessee)
Tennessee
– -$2.19M -4,859 Closed
Walleye Trading
894
Walleye Trading
New York
– -$2.04M -4,530 Closed
MCM
895
Moore Capital Management
New York
– -$2.03M -4,508 Closed
NRD
896
Nebula Research & Development
New York
– -$1.6M -3,536 Closed
BBA
897
Baader Bank Aktiengesellschaft
Germany
– -$1.59M -3,530 Closed
RIM
898
Redwood Investment Management
Arizona
– -$1.43M -3,165 Closed
PHK
899
Point72 Hong Kong
Hong Kong
– -$1.37M -3,028 Closed
CCG
900
Cypress Capital Group
Florida
– -$1.12M -2,482 Closed
34 35
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