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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
Norges Bank
1
Norges Bank
Norway
$461M
2
MIA
2
Madison Investment Advisors
Wisconsin
$245M
3
Raymond James Financial
3
Raymond James Financial
Florida
$165M
4
BlackRock
4
BlackRock
New York
$3.27B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$189M

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 Market Value Shares Shares
Change 		Shares
Change %
AT
926
Avalon Trust
New Mexico
$969 2 +2 New
CIA
927
Cape Investment Advisory
Georgia
$969 2 +2 New
PWM
928
Parkworth Wealth Management
California
$969 2 +2 New
NC
929
NewSquare Capital
Pennsylvania
$969 2 +2 New
WW
930
Winnow Wealth
Texas
$679 2 +2 New
BIM
931
Breakwater Investment Management
Washington
$485 1 – –
HWA
932
HHM Wealth Advisors
Tennessee
$485 1 +1 New
BFPW
933
BOK Financial Private Wealth
Colorado
$485 1 +1 New
HWP
934
Highline Wealth Partners
California
$484 1 – –
AWM
935
Activest Wealth Management
Florida
$484 1 +1 New
LCM
936
Logan Capital Management
Pennsylvania
$484 1 +1 New
SMAM
937
Sugar Maple Asset Management
Wisconsin
$484 1 +1 New
Lord, Abbett & Co
938
Lord, Abbett & Co
New Jersey
– – -46,000 Closed
IAIM
939
International Assets Investment Management
Florida
– – -32,939 Closed
UI
940
Untitled Investments
New York
– – -12,740 Closed
Citadel Advisors
941
Citadel Advisors
Florida
– – -11,854 Closed
IMCOOI
942
Investment Management Corp of Ontario (IMCO)
Canada
– – -7,823 Closed
MCM
943
Moore Capital Management
New York
– – -4,904 Closed
QC
944
Quadrature Capital
United Kingdom
– – -3,465 Closed
C
945
Certuity
Florida
– – -3,166 Closed
I
946
InceptionR
California
– – -3,095 Closed
FTDI
947
First Trust Direct Indexing
Massachusetts
– – -2,557 Closed
VF
948
Virtu Financial
New York
– – -2,400 Closed
KRSITF
949
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– – -2,282 Closed
MIM
950
Martin Investment Management
Florida
– – -2,171 Closed
36 37
38
39 40