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Gartner
IT

Overview Fund Activity

773 hedge funds and large institutions have $25.1B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 268 increasing their positions, 307 reducing their positions, and 56 closing their positions.

Holders
773
Holders Change
+16
Holders Change %
+2.11%
% of All Funds
12.19%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.3%
New
76
Increased
268
Reduced
307
Closed
56
Calls
$21.2M
Puts
$25.8M
Net Calls
-$4.6M
Net Calls Change
-$21.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.18B
2
Franklin Resources
2
Franklin Resources
California
$123M
3
Citadel Advisors
3
Citadel Advisors
Florida
$86.6M
4
Brown Advisory
4
Brown Advisory
Maryland
$356M
5
JCM
5
Junto Capital Management
New York
$74.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$70.5M
2
Polen Capital Management
2
Polen Capital Management
Florida
$684M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.06B
4
Invesco
4
Invesco
Georgia
$243M
5
Millennium Management
5
Millennium Management
New York
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B 9,008,980 -91,383 -1%
BlackRock
2
BlackRock
New York
$2.19B 6,238,661 -155,479 -2%
BAMCO Inc
3
BAMCO Inc
New York
$1.65B 4,719,596 -76,862 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.18B 3,372,402 +425,401 +14%
State Street
5
State Street
Massachusetts
$1.1B 3,132,949 +60,810 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.06B 3,012,651 -580,775 -16%
GIM
7
Generation Investment Management
United Kingdom
$732M 2,088,253 +50,660 +2%
Morgan Stanley
8
Morgan Stanley
New York
$722M 2,062,035 -105,033 -5%
Polen Capital Management
9
Polen Capital Management
Florida
$684M 1,952,855 -754,516 -28%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$637M 1,818,820 +207,962 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$584M 1,671,377 +52,473 +3%
Principal Financial Group
12
Principal Financial Group
Iowa
$421M 1,200,918 +138,598 +13%
Goldman Sachs
13
Goldman Sachs
New York
$378M 1,079,293 -113,646 -10%
Brown Advisory
14
Brown Advisory
Maryland
$356M 1,014,869 +235,398 +30%
Northern Trust
15
Northern Trust
Illinois
$345M 984,345 -7,489 -0.8%
Norges Bank
16
Norges Bank
Norway
$296M 845,374 +7,404 +0.9%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$292M 833,867 +133,341 +19%
Bank of America
18
Bank of America
North Carolina
$285M 812,594 -131,499 -14%
Invesco
19
Invesco
Georgia
$243M 694,532 -340,745 -33%
FPP
20
Findlay Park Partners
United Kingdom
$233M 664,778 +113,793 +21%
AI
21
Axiom Investors
Connecticut
$221M 631,815 -8,393 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$219M 626,430 -13,278 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$218M 623,554 +95,805 +18%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$169M 482,192 +16,446 +4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$162M 462,305 -5,844 -1%
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