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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 %
OA
901
Operose Advisors
Wisconsin
– – -514 Closed
Acadian Asset Management
902
Acadian Asset Management
Massachusetts
– – -391 Closed
HT
903
Headlands Technologies
Illinois
– – -229 Closed
WTA
904
Washington Trust Advisors
Massachusetts
– – -114 Closed
Group One Trading
905
Group One Trading
Illinois
– – -113 Closed
CSPIA
906
Cary Street Partners Investment Advisory
Virginia
– – -87 Closed
EARNEST Partners
907
EARNEST Partners
Georgia
– – -52 Closed
RTC
908
Riverview Trust Company
Washington
– – -42 Closed
CWP
909
Concord Wealth Partners
Virginia
– – -42 Closed
QL
910
Quarry LP
New York
– – -38 Closed
FRA
911
Front Row Advisors
California
– – -34 Closed
CCP
912
Carmel Capital Partners
California
– – -34 Closed
RA
913
Rational Advisors
New York
– – -30 Closed
BAAM
914
Baker Avenue Asset Management
California
– – -26 Closed
AP
915
Arlington Partners
Alabama
– – -20 Closed
PFA
916
Pathway Financial Advisers
Indiana
– – -16 Closed
DF
917
DecisionPoint Financial
Arizona
– – -16 Closed
AW
918
Avion Wealth
Texas
$0 1 -8 -89%
PCM
919
Perritt Capital Management
Illinois
– – -3 Closed
CA
920
Centerpoint Advisors
Massachusetts
– – -2 Closed
CAL
921
Capital Analysts LLC
Pennsylvania
– – -2 Closed
TSS
922
Two Sigma Securities
New York
– – – –
PMEF
923
Point72 Middle East FZE
United Arab Emirates
– – – –
Walleye Capital
924
Walleye Capital
New York
– – – –
CCM
925
CAAS Capital Management
New York
– – – –
34 35 36
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