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Gartner
IT

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 307 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.21%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
269
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
Franklin Resources
California
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
Brown Advisory
Maryland
$356M
5
JCM
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
Polen Capital Management
Florida
$684M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
Invesco
Georgia
$243M
5
Millennium Management
Millennium Management
New York
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
126
PineBridge Investments
New York
$19.2M +$1.09M +3,100 +6%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$18.8M -$43.5M -124,248 -70%
Aberdeen Group
128
Aberdeen Group
United Kingdom
$18.3M +$8.58M +24,482 +88%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$18.2M -$1.29M -3,682 -7%
CCA
130
Conestoga Capital Advisors
Pennsylvania
$18M -$1.63M -4,639 -8%
NC
131
Nicholas Company
Wisconsin
$17.8M -$7.01K -20 -0%
TC
132
TownSquare Capital
Utah
$17.5M -$2.97M -8,468 -15%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$17.2M +$317K +906 +2%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$16.9M -$787K -2,248 -4%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$16.8M -$206K -589 -1%
AAF
136
Andra AP-fonden
Sweden
$16.7M -$5.29M -15,100 -24%
Calamos Advisors
137
Calamos Advisors
Illinois
$16.7M – – –
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$16M -$158K -451 -1%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$15.9M – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$15.8M +$9.41M +27,102 +147%
PI
141
PGGM Investments
Netherlands
$15.7M -$275K -786 -2%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$15.2M -$54.6K -156 -0.4%
HFS
143
Hantz Financial Services
Michigan
$15.2M -$3.5M -10,001 -19%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$15.2M +$3.87M +11,039 +34%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$15.1M -$6.99M -19,958 -32%
LIC
146
Laurus Investment Counsel
Canada
$14.9M -$44.1K -95 -0.3%
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$14.9M +$129K +367 +0.9%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9M -$1.41M -4,037 -9%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$14.6M +$12M +34,214 +465%
OAM
150
Oppenheimer Asset Management
New York
$14.5M -$2.27M -6,492 -14%
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