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Gartner
IT

Overview Fund Activity

857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.79B
2
Bessemer Group
2
Bessemer Group
New Jersey
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$389M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$232M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$351M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$10.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$288M
4
BAMCO Inc
4
BAMCO Inc
New York
$2B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.02B 8,913,974 -8,190 -0.1%
BlackRock
2
BlackRock
New York
$2.76B 6,110,720 +108,205 +2%
BAMCO Inc
3
BAMCO Inc
New York
$2B 4,426,192 -230,195 -5%
Morgan Stanley
4
Morgan Stanley
New York
$1.79B 3,959,848 +1,802,773 +84%
State Street
5
State Street
Massachusetts
$1.43B 3,159,592 +87,410 +3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.41B 3,132,311 -204,700 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.35B 2,992,122 +103,978 +4%
GIM
8
Generation Investment Management
United Kingdom
$922M 2,044,713 -32,295 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$836M 1,852,820 +198,274 +12%
Polen Capital Management
10
Polen Capital Management
Florida
$815M 1,806,738 -108,451 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$778M 1,728,310 +30,018 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$697M 1,544,699 -20,347 -1%
Brown Advisory
13
Brown Advisory
Maryland
$545M 1,208,914 +52,826 +5%
Franklin Resources
14
Franklin Resources
California
$415M 920,716 +143,556 +18%
Northern Trust
15
Northern Trust
Illinois
$408M 904,604 -63,224 -7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$389M 863,076 +578,697 +203%
Norges Bank
17
Norges Bank
Norway
$389M 861,832 +21,295 +3%
Invesco
18
Invesco
Georgia
$358M 793,089 +52,132 +7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$351M 777,776 +219,596 +39%
AI
20
Axiom Investors
Connecticut
$311M 690,171 +86,761 +14%
Bank of America
21
Bank of America
North Carolina
$293M 649,761 -73,757 -10%
FPP
22
Findlay Park Partners
United Kingdom
$289M 641,721 -16,851 -3%
Goldman Sachs
23
Goldman Sachs
New York
$288M 637,423 -303,186 -32%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$284M 629,969 +131,222 +26%
Bessemer Group
25
Bessemer Group
New Jersey
$272M 602,093 +599,256 +21,123%
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