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Gartner
IT

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$613M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$631M
3
Polen Capital Management
3
Polen Capital Management
Florida
$742M
4
ACM
4
Atlanta Capital Management
Georgia
$363M
5
MCM
5
Melvin Capital Management
New York
$164M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$306M
2
WRF
2
Waddell & Reed Financial
Kansas
$31.3M
3
DCP
3
Durable Capital Partners
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.88M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$4.59M +$825K +6,982 +22%
BIM
127
Bogle Investment Management
Massachusetts
$4.44M -$2.78M -22,894 -38%
Millennium Management
128
Millennium Management
New York
$4.36M -$14.9M -123,162 -77%
EGM
129
Engineers Gate Manager
New York
$4.32M +$3.38M +27,825 +357%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$4.11M – – –
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.08M -$208K -1,717 -5%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$4.02M -$524K -4,320 -12%
BP
133
BBR Partners
New York
$3.93M – – –
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$3.92M -$42.9M -353,643 -92%
Truist Financial
135
Truist Financial
North Carolina
$3.89M +$419K +3,451 +12%
AIG
136
American International Group
New York
$3.88M +$48.3K +398 +1%
PIM
137
Progressive Investment Management
Oregon
$3.85M +$24.5K +202 +0.6%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$3.81M -$301K -2,477 -7%
SI
139
Stephens Inc
Arkansas
$3.77M +$22.8K +188 +0.6%
EWA
140
Exencial Wealth Advisors
Oklahoma
$3.7M +$231K +1,904 +7%
MCG
141
McCollum Christoferson Group
New York
$3.68M +$82.7K +682 +2%
LC
142
Lunia Capital
Texas
$3.65M -$4.2M -34,608 -54%
CCA
143
Covey Capital Advisors
Georgia
$3.64M -$6.55K -54 -0.2%
NIPH
144
NN Investment Partners Holdings
Netherlands
$3.58M +$663K +5,462 +23%
Stifel Financial
145
Stifel Financial
Missouri
$3.57M +$168K +1,384 +5%
AG
146
Aperio Group
California
$3.52M +$527K +4,340 +18%
Aviva
147
Aviva
United Kingdom
$3.51M -$220K -1,814 -6%
FAF
148
Fjarde Ap-fonden
Sweden
$3.5M +$241K +1,989 +7%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$3.45M -$525K -4,329 -13%
DILIC
150
Dai-ichi Life Insurance Company
Japan
$3.4M -$36.3K -299 -1%
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