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271 hedge funds and large institutions have $5.82B invested in Gartner in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

3% more funds holding

Funds holding: 262271 (+9)

3% less capital invested

Capital invested by funds: $6B → $5.82B (-$179M)

2.61% less ownership

Funds ownership: 94.16%91.55% (-2.6%)

36% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $5.11M

37% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 117

Holders
271
Holders Change
+9
Holders Change %
+3.44%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
36
Increased
74
Reduced
117
Closed
25
Calls
$3.28M
Puts
$5.11M
Net Calls
-$1.83M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Catalyst Capital Advisors
New York
$193K +$191K +2,735 New
Group One Trading
227
Group One Trading
Illinois
$190K +$129K +1,854 +220%
BlackRock
228
BlackRock
New York
$179K -$567K -8,129 -76%
WBC
229
Westpac Banking Corp
Australia
$155K +$153K +2,193 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$147K -$11.2K -160 -7%
TIM
231
Tortoise Investment Management
New York
$116K
FNBT
232
FineMark National Bank & Trust
Florida
$110K
DADC
233
D.A. Davidson & Co
Montana
$107K
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
$97K -$8.71K -125 -8%
Loomis, Sayles & Company
235
Loomis, Sayles & Company
Massachusetts
$96K +$5.3K +76 +6%
CRCP
236
Copper Rock Capital Partners
Massachusetts
$80K -$1.99M -28,543 -96%
WA
237
WFG Advisors
Texas
$68K
Legal & General Group
238
Legal & General Group
United Kingdom
$66K
WTC
239
WhitTier Trust Company
Nevada
$61K
LTFS
240
Ladenburg Thalmann Financial Services
Florida
$46K -$5.51K -79 -11%
Creative Planning
241
Creative Planning
Kansas
$43K +$10.2K +146 +31%
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
$40K -$60.1K -862 -60%
ClearBridge Investments
243
ClearBridge Investments
New York
$37K
BRWM
244
B. Riley Wealth Management
Tennessee
$35K
WT
245
Whittier Trust
California
$31K
TC
246
TradeLink Capital
Illinois
$28K +$27.9K +400 New
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
$28K -$418K -5,997 -94%
FHA
248
First Horizon Advisors
Tennessee
$27K +$1.39K +20 +5%
QT
249
Quantbot Technologies
New York
$23K -$548K -7,867 -96%
IRS
250
Invictus RG (Singapore)
Singapore
$21K +$20.9K +300 New

IT Hedge Fund Activity: Q2 2014 in Review

271 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2014, worth a combined $5.82B — down 3% from $6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IT positions and 25 closed out — a net gain of 11 holders — while 74 added to existing stakes and 117 trimmed.

The largest buyer was Norges Bank, adding an estimated $53M. The largest seller was William Blair & Company, cutting an estimated $97.8M.

  • 271 institutional investors held Gartner (IT) as of Q2 2014, up from 262 in Q1 2014.
  • Funds reported $5.82B of Gartner stock for Q2 2014, down 3% quarter-over-quarter.
  • 36 funds opened new Gartner positions in Q2 2014 and 25 closed out, a net change of +11 holders.
  • The largest Gartner buyer in Q2 2014 was Norges Bank, an estimated $53M added.
  • The largest Gartner seller in Q2 2014 was William Blair & Company, an estimated $97.8M sold.

Based on aggregated 13F filings for Q2 2014.