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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 %
CANY
901
Caxton Associates (New York)
New York
– -$1.05M -2,335 Closed
PRC
902
Pearl River Capital
Michigan
– -$993K -2,201 Closed
FI
903
FJ Investments
Utah
– -$870K -1,929 Closed
GIS
904
Grayhawk Investment Strategies
Alberta, Canada
– -$867K -1,921 Closed
QWM
905
Quadcap Wealth Management
Texas
– -$651K -1,444 Closed
QCM
906
Qsemble Capital Management
New York
– -$625K -1,386 Closed
BCM
907
Bayesian Capital Management
New York
– -$583K -1,293 Closed
PAG
908
Private Advisory Group
Washington
– -$540K -1,197 Closed
OIA
909
OneDigital Investment Advisors
Kansas
– -$497K -1,101 Closed
TFS
910
Thoroughbred Financial Services
Tennessee
– -$482K -1,070 Closed
A
911
AustralianSuper
Australia
– -$480K -1,065 Closed
SEC
912
Seven Eight Capital
New York
– -$471K -1,045 Closed
HI
913
Human Investing
Oregon
– -$470K -1,041 Closed
Lazard Asset Management
914
Lazard Asset Management
New York
– -$454K -1,007 Closed
ONB
915
Old National Bancorp
Indiana
– -$435K -964 Closed
AA
916
ALPS Advisors
Colorado
– -$408K -904 Closed
KI
917
Kapitalo Investimentos
Brazil
– -$351K -778 Closed
OCBCO
918
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$349K -774 Closed
KV
919
Kickstand Ventures
New York
– -$339K -752 Closed
EFG
920
Ethos Financial Group
Pennsylvania
– -$332K -736 Closed
HW
921
Hancock Whitney
Mississippi
– -$306K -678 Closed
MC
922
Maverick Capital
Texas
– -$304K -673 Closed
AWM
923
AE Wealth Management
Kansas
– -$310K -672 Closed
BC
924
Bridgefront Capital
Texas
– -$285K -632 Closed
DFCM
925
Dark Forest Capital Management
Puerto Rico
– -$278K -617 Closed
35 36
37
38 39