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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$254M
2
Millennium Management
Millennium Management
New York
$177M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
4
CCM
Candlestick Capital Management
Connecticut
$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$960M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$58M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$228M
3
Citadel Advisors
Citadel Advisors
Florida
$3.75M
4
Harris Associates
Harris Associates
Illinois
$2.69M
5
Man Group
Man Group
United Kingdom
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Sycomore Asset Management
France
$6.98M +$330K +1,055 +5%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$6.97M -$55.7K -171 -0.8%
EWA
203
Exencial Wealth Advisors
Oklahoma
$6.87M -$669K -2,055 -9%
PCM
204
Prana Capital Management
Connecticut
$6.85M +$6.85M +21,036 New
SC
205
Scotia Capital
Ontario, Canada
$6.85M +$810K +2,485 +13%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$6.71M +$266K +818 +4%
SRC
207
Stone Run Capital
New York
$6.7M -$252K -775 -4%
WBC
208
Westpac Banking Corp
Australia
$6.7M -$282K -866 -4%
ECM
209
ExodusPoint Capital Management
New York
$6.59M -$1.68M -5,161 -20%
IG
210
ING Group
Netherlands
$6.45M -$17M -52,127 -72%
EGM
211
Engineers Gate Manager
New York
$6.45M +$4.93M +15,123 +323%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$6.45M -$27.8M -85,362 -81%
BFM
213
Boston Financial Management
Massachusetts
$6.36M +$6.36M +19,533 New
WIC
214
Wilkins Investment Counsel
Massachusetts
$6.36M -$40.7K -125 -0.6%
TI
215
Trexquant Investment
Connecticut
$6.23M -$2.18M -6,682 -26%
JF
216
Jump Financial
Illinois
$6.19M +$231K +709 +4%
Marshall Wace
217
Marshall Wace
United Kingdom
$6.03M -$18.5M -56,643 -75%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$6M +$748K +2,299 +14%
LPL Financial
219
LPL Financial
California
$5.7M +$1.65M +5,056 +41%
X
220
Xponance
Pennsylvania
$5.65M +$103K +317 +2%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$5.63M +$165K +505 +3%
MWM
222
Madison Wealth Management
Ohio
$5.57M -$120K -367 -2%
Rafferty Asset Management
223
Rafferty Asset Management
New York
$5.57M +$1.35M +4,132 +32%
TAF
224
Tredje AP-fonden
Sweden
$5.46M -$1.43M -4,392 -21%
KCM
225
Kornitzer Capital Management
Kansas
$5.38M – – –
7 8
9
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