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Gartner
IT

Overview Fund Activity

498 hedge funds and large institutions have $13.1B invested in Gartner in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 149 increasing their positions, 173 reducing their positions, and 27 closing their positions.

Holders
498
Holders Change
+55
Holders Change %
+12.42%
% of All Funds
9.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
94
Increased
149
Reduced
173
Closed
27
Calls
$11.9M
Puts
$11.9M
Net Calls
-$87K
Net Calls Change
+$3.13M

Top Buyers

1
Holocene Advisors
1
Holocene Advisors
New York
$157M
2
WRF
2
Waddell & Reed Financial
Kansas
$88M
3
Ameriprise
3
Ameriprise
Minnesota
$150M
4
CS
4
Credit Suisse
Switzerland
$47.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$402M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$547M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$243M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$80.8M
5
Invesco
5
Invesco
Georgia
$75.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B 9,720,893 +15,603 +0.2%
BlackRock
2
BlackRock
New York
$1.04B 6,722,386 +144,772 +2%
BAMCO Inc
3
BAMCO Inc
New York
$991M 6,428,061 -163,323 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$929M 6,027,013 -207,646 -3%
Polen Capital Management
5
Polen Capital Management
Florida
$821M 5,328,987 +153,981 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$561M 3,642,466 -172,141 -5%
State Street
7
State Street
Massachusetts
$553M 3,586,626 +23,469 +0.7%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$547M 3,552,075 -1,469,417 -29%
Morgan Stanley
9
Morgan Stanley
New York
$402M 2,609,237 +185,076 +8%
BCM
10
Bares Capital Management
Texas
$370M 2,403,892 -22,690 -0.9%
ACM
11
Atlanta Capital Management
Georgia
$317M 2,059,062 -11,285 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$308M 1,998,722 +60,996 +3%
Harris Associates
13
Harris Associates
Illinois
$287M 1,865,488 -42,320 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$243M 1,577,184 -778,704 -33%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$204M 1,328,484 +42,588 +3%
Northern Trust
16
Northern Trust
Illinois
$192M 1,247,713 -50,240 -4%
Holocene Advisors
17
Holocene Advisors
New York
$157M 1,018,750 +958,886 +1,602%
Ameriprise
18
Ameriprise
Minnesota
$150M 971,513 +213,496 +28%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$127M 827,271 +879 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$113M 730,996 -105,392 -13%
Norges Bank
21
Norges Bank
Norway
$108M 699,957 – –
Charles Schwab
22
Charles Schwab
California
$98.7M 640,349 -43,608 -6%
TCM
23
TimesSquare Capital Management
New York
$94.3M 612,200 -91,325 -13%
MCM
24
Melvin Capital Management
New York
$92.5M 600,000 -200,000 -25%
Wells Fargo
25
Wells Fargo
California
$89M 577,779 +1,723 +0.3%
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