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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$529M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$988M
2
GIM
2
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
4
BAMCO Inc
New York
$2.03B
5
DCP
5
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Weiss Asset Management
Massachusetts
$9.73M +$9.44M +19,807 +3,258%
SRC
202
Stone Run Capital
New York
$9.46M +$35.8K +75 +0.4%
WCM Investment Management
203
WCM Investment Management
California
$9.34M +$2.21M +4,637 +31%
LCM
204
Laurion Capital Management
New York
$9.22M +$9.22M +19,336 New
CBUSF
205
Construction & Building Unions Superannuation Fund
Australia
$9.17M +$276K +579 +3%
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$8.99M +$151K +317 +2%
UCFA
207
United Capital Financial Advisors
Texas
$8.95M -$21.5K -45 -0.2%
MCM
208
MAI Capital Management
Ohio
$8.81M +$7.33M +15,367 +495%
BFM
209
Boothbay Fund Management
New York
$8.76M +$8.76M +18,384 New
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$8.55M +$3.68M +7,723 +76%
AI
211
Atria Investments
North Carolina
$8.49M +$237K +499 +3%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$8.41M -$1.55M -3,533 -16%
WIC
213
Wilkins Investment Counsel
Massachusetts
$8.22M +$419K +878 +5%
Retirement Systems of Alabama
214
Retirement Systems of Alabama
Alabama
$8.2M +$12.4K +26 +0.2%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.16M +$20K +42 +0.2%
II
216
IFM Investors
Australia
$8.01M – – –
AB
217
Amalgamated Bank
New York
$8.01M -$1.81M -3,800 -18%
TPSF
218
Texas Permanent School Fund
Texas
$7.68M +$9.06K +19 +0.1%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.63M -$137K -287 -2%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$7.61M -$7.42M -15,569 -49%
FDP
221
Financiere des Professionnels
Quebec, Canada
$7.56M – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$7.56M +$1.41M +2,960 +23%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$7.53M +$737K +1,547 +11%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$7.41M -$5.31M -11,144 -42%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$7.37M -$3.01M -7,430 -29%
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