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Gartner
IT

Overview Fund Activity

569 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 178 reducing their positions, and 48 closing their positions.

Holders
569
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
10.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
77
Increased
220
Reduced
178
Closed
48
Calls
$50.1M
Puts
$24.3M
Net Calls
+$25.8M
Net Calls Change
-$10.4M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$178M
2
CCM
2
Candlestick Capital Management
Connecticut
$66.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$49.1M
4
JCM
4
Junto Capital Management
New York
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$50.3M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$53.4M
2
ACM
2
Atlanta Capital Management
Georgia
$507M
3
GIM
3
Generation Investment Management
United Kingdom
$898M
4
MCM
4
Melvin Capital Management
New York
$233M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B 9,337,070 -39,254 -0.4%
Polen Capital Management
2
Polen Capital Management
Florida
$1.15B 6,322,108 +2,201 +0%
BlackRock
3
BlackRock
New York
$1.1B 6,009,892 +105,577 +2%
BAMCO Inc
4
BAMCO Inc
New York
$1.03B 5,661,331 -4,104 -0.1%
GIM
5
Generation Investment Management
United Kingdom
$898M 4,919,038 -499,106 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$659M 3,608,128 -254,572 -7%
State Street
7
State Street
Massachusetts
$601M 3,294,273 -91,301 -3%
Principal Financial Group
8
Principal Financial Group
Iowa
$521M 2,852,547 -402,014 -12%
ACM
9
Atlanta Capital Management
Georgia
$507M 2,779,505 -580,496 -17%
Harris Associates
10
Harris Associates
Illinois
$318M 1,744,637 -13,814 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$264M 1,447,774 +29,694 +2%
MCM
12
Melvin Capital Management
New York
$233M 1,275,000 -425,000 -25%
Northern Trust
13
Northern Trust
Illinois
$230M 1,259,728 -3,164 -0.3%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$185M 1,011,848 -289,914 -22%
WRF
15
Waddell & Reed Financial
Kansas
$178M 974,655 +809,840 +491%
Norges Bank
16
Norges Bank
Norway
$158M 864,577 +34,449 +4%
TCM
17
TimesSquare Capital Management
New York
$155M 849,500 +171,800 +25%
Bank of America
18
Bank of America
North Carolina
$135M 741,998 +167,633 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$132M 725,303 +17,909 +3%
Charles Schwab
20
Charles Schwab
California
$132M 723,020 +63,308 +10%
Wells Fargo
21
Wells Fargo
California
$114M 621,936 -30,242 -5%
JCM
22
Junto Capital Management
New York
$110M 603,188 +178,501 +42%
Invesco
23
Invesco
Georgia
$109M 598,419 +10,265 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$97.8M 535,858 -11,359 -2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$95.3M 522,210 +82,772 +19%
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