We are live on ! Find out more
IT icon

Gartner
IT

262 hedge funds and large institutions have $6B invested in Gartner in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.71M

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 264 → 262 (-2)

0.83% less ownership

Funds ownership: 94.99% → 94.16% (-0.83%)

3% less capital invested

Capital invested by funds: $6.21B → $6B (-$208M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
97
Reduced
93
Closed
24
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.16M
Net Calls Change
-$20.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$70.4M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.5M
3
TCM
TimesSquare Capital Management
New York
+$39.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.5M
5
Fidelity International
Fidelity International
Bermuda
+$22.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.8M
2
Jennison Associates
Jennison Associates
New York
-$54.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$53.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$105K -$2.7K -39 -2%
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$104K -$6.43K -93 -6%
Parallax Volatility Advisers
228
Parallax Volatility Advisers
California
$99K -$2.96M -42,813 -97%
Loomis, Sayles & Company
229
Loomis, Sayles & Company
Massachusetts
$90K +$67K +969 +303%
PAM
230
Paradigm Asset Management
New York
$86.8K – – –
WA
231
WFG Advisors
Texas
$67K – – –
Legal & General Group
232
Legal & General Group
United Kingdom
$65K – – –
WTC
233
WhitTier Trust Company
Nevada
$60K – – –
Group One Trading
234
Group One Trading
Illinois
$59K +$58.3K +843 New
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$50K +$12.2K +177 +32%
ClearBridge Investments
236
ClearBridge Investments
New York
$36K – – –
BRWM
237
B. Riley Wealth Management
Tennessee
$35K +$34.6K +500 New
Creative Planning
238
Creative Planning
Kansas
$33K – – –
WT
239
Whittier Trust
California
$30K – – –
FHA
240
First Horizon Advisors
Tennessee
$25K – – –
M
241
MOTCO
Texas
$14K – – –
GAM
242
Gemmer Asset Management
California
$13K +$12.7K +183 New
LNB
243
Ledyard National Bank
$11K – – –
ECM
244
Estabrook Capital Management
New York
$10.8K – – –
MFS
245
MSI Financial Services
Massachusetts
$10K – – –
ST
246
Stifel Trust
Missouri
$10K – – –
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.37K -$73.3K -1,059 -0.8%
PMFA
248
Plante Moran Financial Advisors
Michigan
$9K – – –
WEC
249
Winslow Evans & Crocker
Massachusetts
$7.71K – – –
WCBA
250
Weaver C. Barksdale & Associates
Tennessee
$7K -$1.11K -16 -13%
8 9
10
11 12

IT Hedge Fund Activity: Q1 2014 in Review

262 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2014, worth a combined $6B — down 3.3% from $6.21B a quarter earlier.

Fund positioning in IT was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 97 added to existing stakes and 93 trimmed.

The largest buyer was William Blair & Company, adding an estimated $70.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.8M.

  • 262 institutional investors held Gartner (IT) as of Q1 2014, down from 264 in Q4 2013.
  • Funds reported $6B of Gartner stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 24 funds opened new Gartner positions in Q1 2014 and 24 closed out, a net change of 0 holders.
  • The largest Gartner buyer in Q1 2014 was William Blair & Company, an estimated $70.4M added.
  • The largest Gartner seller in Q1 2014 was T. Rowe Price Associates, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2014.