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Gartner
IT

Overview Fund Activity

872 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, 318 reducing their positions, and 81 closing their positions.

Holders
872
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.64%
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
318
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
RAM
5
Resona Asset Management
Japan
$54.9M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.28B 8,974,760 +60,786 +0.7%
BlackRock
2
BlackRock
New York
$2.94B 6,177,676 +66,956 +1%
BAMCO Inc
3
BAMCO Inc
New York
$2.03B 4,250,733 -175,459 -4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.55B 3,254,999 +122,688 +4%
State Street
5
State Street
Massachusetts
$1.52B 3,191,400 +31,808 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.39B 2,906,026 -86,096 -3%
Morgan Stanley
7
Morgan Stanley
New York
$988M 2,073,014 -1,886,834 -48%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$847M 1,780,959 +52,649 +3%
Polen Capital Management
9
Polen Capital Management
Florida
$834M 1,748,829 -57,909 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$809M 1,698,193 -154,627 -8%
Principal Financial Group
11
Principal Financial Group
Iowa
$741M 1,555,417 +10,718 +0.7%
GIM
12
Generation Investment Management
United Kingdom
$692M 1,451,841 -592,872 -29%
Brown Advisory
13
Brown Advisory
Maryland
$583M 1,223,247 +14,333 +1%
Franklin Resources
14
Franklin Resources
California
$529M 1,110,705 +189,989 +21%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$449M 942,354 +79,278 +9%
Norges Bank
16
Norges Bank
Norway
$426M 894,607 +32,775 +4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$420M 880,534 +102,758 +13%
Invesco
18
Invesco
Georgia
$410M 861,009 +67,920 +9%
Northern Trust
19
Northern Trust
Illinois
$403M 846,363 -58,241 -6%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$386M 809,677 +179,708 +29%
AI
21
Axiom Investors
Connecticut
$341M 714,644 +24,473 +4%
FPP
22
Findlay Park Partners
United Kingdom
$323M 678,121 +36,400 +6%
Bank of America
23
Bank of America
North Carolina
$310M 650,452 +691 +0.1%
Bessemer Group
24
Bessemer Group
New Jersey
$291M 609,945 +7,852 +1%
Goldman Sachs
25
Goldman Sachs
New York
$284M 595,491 -41,932 -7%
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