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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 %
AAMU
176
AEGON Asset Management (UK)
United Kingdom
$10.8M – – –
Mirae Asset Global Investments
177
Mirae Asset Global Investments
South Korea
$10.8M -$666K -1,901 -6%
American Century Companies
178
American Century Companies
Missouri
$10.6M +$215K +614 +2%
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$10.6M +$328K +935 +3%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$10.6M – – –
MCG
181
McCollum Christoferson Group
New York
$10.4M -$83K -237 -0.8%
QC
182
Quadrature Capital
United Kingdom
$10.4M +$9.67M +27,591 +1,316%
Osaic Holdings
183
Osaic Holdings
Arizona
$10.3M +$2.34M +6,679 +29%
GAM
184
Gotham Asset Management
New York
$10.3M -$1.38M -3,936 -12%
BBVA
185
Banco Bilbao Vizcaya Argentaria
Spain
$10M -$195K -557 -2%
MWM
186
Moran Wealth Management
Florida
$9.86M -$191K -545 -2%
ZIM
187
Zacks Investment Management
Illinois
$9.84M +$143K +407 +1%
AIM
188
Achmea Investment Management
Netherlands
$9.57M +$1.58M +4,524 +20%
CIM
189
Chiron Investment Management
New York
$9.53M +$6.24M +17,807 +189%
SAM
190
Sycomore Asset Management
France
$9.45M +$1.88M +5,560 +25%
Stifel Financial
191
Stifel Financial
Missouri
$8.93M -$196K -560 -2%
AIG
192
American International Group
New York
$8.6M +$218K +622 +3%
HighTower Advisors
193
HighTower Advisors
Illinois
$8.52M -$10.3M -29,497 -55%
CCM
194
Cinctive Capital Management
New York
$8.5M +$4.06M +11,603 +92%
KBC Group
195
KBC Group
Belgium
$8.23M -$10.3M -29,287 -55%
MIM
196
MetLife Investment Management
New Jersey
$8.13M -$68K -194 -0.8%
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$8.11M -$2.86M -8,150 -26%
LPL Financial
198
LPL Financial
California
$8.01M +$1.88M +5,355 +31%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$7.99M +$2.01M +5,725 +33%
ACM
200
Aquatic Capital Management
Illinois
$7.71M +$5.25M +15,000 +214%
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