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Gartner
IT

Overview Fund Activity

287 hedge funds and large institutions have $6.61B invested in Gartner in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
7.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
94
Reduced
118
Closed
44
Calls
$1.88M
Puts
$6.36M
Net Calls
-$4.48M
Net Calls Change
-$3.92M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$180M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
$60.9M
4
Citadel Advisors
Citadel Advisors
Florida
$28.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$521M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$578M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$10.4M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
MSA
Mason Street Advisors
Wisconsin
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$787K -$460K -5,486 -37%
SB
177
Suntrust Banks
Georgia
$773K -$36.4K -435 -4%
IP
178
Isthmus Partners
Wisconsin
$769K +$11.2K +134 +1%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$740K +$63.7K +760 +9%
SCM
180
Shelton Capital Management
Colorado
$731K -$37.3K -445 -5%
M&T Bank
181
M&T Bank
New York
$714K -$9.81K -117 -1%
Stifel Financial
182
Stifel Financial
Missouri
$713K -$379K -4,518 -35%
DC
183
Deere & Company
Illinois
$707K – – –
OI
184
Oakbrook Investments
Illinois
$692K +$361K +4,300 +109%
PI
185
PineBridge Investments
New York
$682K +$145K +1,731 +27%
CAM
186
Capstone Asset Management
Texas
$681K +$54.5K +650 +9%
WF
187
Welch & Forbes
Massachusetts
$679K – – –
SI
188
Stephens Inc
Arkansas
$667K +$47.5K +566 +8%
WCM
189
Wedge Capital Management
North Carolina
$652K -$16.8K -200 -3%
LCM
190
Lucas Capital Management
New Jersey
$629K – – –
AG
191
Aperio Group
California
$616K +$25.6K +305 +4%
US Bancorp
192
US Bancorp
Minnesota
$600K -$128K -1,524 -18%
WAM
193
World Asset Management
Michigan
$600K -$9.06K -108 -1%
WBC
194
Westpac Banking Corp
Australia
$575K +$104K +948 +22%
Brown Advisory
195
Brown Advisory
Maryland
$566K -$38.4K -458 -6%
LA
196
Lucus Advisors
New York
$536K +$75.6K +901 +16%
FNBOH
197
First National Bank of Hutchinson
Kansas
$526K -$7.97K -95 -1%
AC
198
Amiya Capital
United Kingdom
$515K +$515K +6,145 New
TI
199
Trexquant Investment
Connecticut
$469K +$469K +5,600 New
RCM
200
Reynolds Capital Management
Nevada
$444K -$67K -800 -13%
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