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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 %
CB
201
Commerce Bank
Missouri
$316K – – –
SKK
202
Shepherd Kaplan Krochuk
Massachusetts
$315K +$315K +4,438 New
RCM
203
Reynolds Capital Management
Nevada
$313K +$64K +900 +26%
RFC
204
Regions Financial Corp
Alabama
$297K +$297K +4,181 New
FMW
205
Farr Miller & Washington
District of Columbia
$288K -$32.3K -455 -10%
PAM
206
Panagora Asset Management
Massachusetts
$288K – – –
RA
207
Rational Advisors
New York
$276K -$27.8K -392 -9%
CICI
208
Capital Investment Counsel Inc
North Carolina
$270K – – –
Millennium Management
209
Millennium Management
New York
$263K -$10.6M -149,407 -98%
EVM
210
Evelyn V. Moreno
$263K +$263K +3,700 New
Neuberger Berman Group
211
Neuberger Berman Group
New York
$259K -$306K -4,301 -54%
HighTower Advisors
212
HighTower Advisors
Illinois
$258K +$258K +3,633 New
MSR
213
Main Street Research
Connecticut
$252K – – –
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$247K -$598K -8,414 -71%
SLG
215
Stanley-Laman Group
Pennsylvania
$247K +$247K +3,475 New
SFP
216
Santa Fe Partners
New Mexico
$245K -$1.74M -24,459 -88%
OA
217
OFI Advisors
Pennsylvania
$243K +$9.46K +133 +4%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$233K +$233K +3,285 New
AG
219
Aperio Group
California
$227K – – –
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$214K -$60.9K -858 -22%
NG
221
NatWest Group
United Kingdom
$202K -$728K -10,232 -78%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$132K -$64.7K -910 -33%
TIM
223
Tortoise Investment Management
New York
$116K +$116K +1,639 New
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
$113K +$12.5K +177 +12%
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$112K +$112K +1,571 New
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