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Gartner
IT

Overview Fund Activity

264 hedge funds and large institutions have $6.21B invested in Gartner in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+9
Holders Change %
+3.53%
% of All Funds
7.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
35
Increased
91
Reduced
98
Closed
26
Calls
$44M
Puts
$22.6M
Net Calls
+$21.4M
Net Calls Change
+$11.3M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$170M
2
BAMCO Inc
BAMCO Inc
New York
$652M
3
William Blair & Company
William Blair & Company
Illinois
$233M
4
Invesco
Invesco
Georgia
$48.4M
5
Artisan Partners
Artisan Partners
Wisconsin
$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$419M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
3
RA
Royce & Associates
New York
$71.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$750M
5
EAM
Eagle Asset Management
Florida
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
126
Legacy Private Trust
Wisconsin
$2.17M +$182K +2,555 +9%
CRCP
127
Copper Rock Capital Partners
Massachusetts
$2.1M -$829K -11,671 -28%
RFC
128
Russell Frank Company
Washington
$2.08M +$646K +9,150 +45%
AIS
129
AlphaOne Investment Services
Pennsylvania
$2M +$1.06M +14,862 +112%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$2M +$3.84K +54 +0.2%
HCM
131
Herndon Capital Management
Georgia
$1.96M -$603K -8,488 -24%
AAM
132
Advisors Asset Management
Colorado
$1.93M +$1.17M +16,482 +155%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.87M +$433K +6,100 +30%
SCM
134
Sterling Capital Management
North Carolina
$1.86M +$1.86M +26,131 New
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M +$718K +10,100 +66%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.79M +$1.79M +25,200 New
Citadel Advisors
137
Citadel Advisors
Florida
$1.77M +$802K +11,289 +83%
PSUF
138
People's United Financial
Connecticut
$1.48M +$124K +1,751 +9%
LMGAM
139
Liberty Mutual Group Asset Management
Massachusetts
$1.42M -$645K -9,077 -31%
BP
140
Banyan Partners
Florida
$1.41M +$1.41M +19,773 New
WCM
141
Winton Capital Management
United Kingdom
$1.39M +$109K +1,537 +8%
SIM
142
Spark Investment Management
New York
$1.31M – – –
NCM
143
Noesis Capital Mangement
Florida
$1.29M -$401K -5,638 -24%
BPBT
144
Boston Private Bank & Trust
Massachusetts
$1.21M +$109K +1,534 +10%
STC
145
SEI Trust Company
Pennsylvania
$1.19M – – –
URS
146
Utah Retirement Systems
Utah
$1.19M – – –
SB
147
Suntrust Banks
Georgia
$1.17M +$70.4K +992 +6%
PA
148
Profund Advisors
Maryland
$1.15M +$63.7K +896 +6%
CBOA
149
Commonwealth Bank of Australia
Australia
$1.12M – – –
CC
150
Curian Capital
Colorado
$1.1M +$54.5K +767 +5%
4 5
6
7 8