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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 %
BWP
926
BSW Wealth Partners
Colorado
– -$278K -617 Closed
MM
927
MQS Management
New York
– -$258K -572 Closed
CRI
928
Colonial River Investments
Virginia
– -$252K -558 Closed
ACI
929
Alpha Cubed Investments
California
– -$237K -525 Closed
CGL
930
Clarius Group LLC
Washington
– -$230K -509 Closed
WP
931
Woodline Partners
California
– -$219K -485 Closed
OFS
932
OneAscent Financial Services
Alabama
– -$210K -465 Closed
CAM
933
Claret Asset Management
Quebec, Canada
– -$205K -455 Closed
TIA
934
Tiemann Investment Advisors
California
– -$201K -445 Closed
MFG
935
Mendota Financial Group
Wisconsin
– -$69K -153 Closed
PE
936
Point72 Europe
United Kingdom
– -$50.5K -112 Closed
TCWA
937
Turtle Creek Wealth Advisors
Texas
– -$37K -82 Closed
GWS
938
Glassman Wealth Services
Virginia
– -$35.2K -78 Closed
DCP
939
DSM Capital Partners
Florida
– -$32.5K -72 Closed
Parallax Volatility Advisers
940
Parallax Volatility Advisers
California
– -$28K -62 Closed
BWM
941
BKM Wealth Management
Wisconsin
– -$26.2K -58 Closed
RFA
942
Resurgent Financial Advisors
Georgia
– -$21.2K -47 Closed
PS
943
Planned Solutions
California
– -$14.9K -33 Closed
Loomis, Sayles & Company
944
Loomis, Sayles & Company
Massachusetts
– -$8K -18 Closed
CIA
945
Cape Investment Advisory
Georgia
– -$7.67K -17 Closed
PMFA
946
Plante Moran Financial Advisors
Michigan
– -$6.77K -15 Closed
GWMIA
947
Global Wealth Management Investment Advisory
Florida
– -$5.41K -12 Closed
GI
948
Gradient Investments
Minnesota
– -$2.71K -6 Closed
LIWM
949
Long Island Wealth Management
New York
– -$3K -6 Closed
CTB
950
Country Trust Bank
Illinois
– -$2.26K -5 Closed
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