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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$1.24M +$67.7K +583 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.24M +$139K +1,200 +13%
HCM
228
Howland Capital Management
Massachusetts
$1.24M
EVM
229
Eaton Vance Management
Massachusetts
$1.23M
CIM
230
Confluence Investment Management
Missouri
$1.22M +$1.14M +9,864 New
EA
231
Edge Advisors
Georgia
$1.2M +$115K +995 +11%
Stifel Financial
232
Stifel Financial
Missouri
$1.19M -$20.4K -176 -2%
NLI
233
Nippon Life Insurance
Japan
$1.16M -$1.63K -14 -0.1%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$1.15M +$91K +784 +9%
SAM
235
Securian Asset Management
Minnesota
$1.13M -$165K -1,425 -13%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$1.12M +$508K +4,378 +94%
IP
237
Isthmus Partners
Wisconsin
$1.11M -$30.5K -263 -3%
SO
238
STRS Ohio
Ohio
$1.09M -$9.98K -86 -1%
TP
239
Truvvo Partners
New York
$1.08M
NMERB
240
New Mexico Educational Retirement Board
New Mexico
$1.08M +$975K +8,400 New
HC
241
Henshaw Capital
Massachusetts
$1.08M
WAM
242
World Asset Management
Michigan
$1.06M +$327K +2,814 +49%
GH
243
GAM Holding
Switzerland
$1.06M -$356K -3,065 -26%
SW
244
SVB Wealth
Massachusetts
$1.06M -$48.6K -419 -5%
MYAM
245
Meiji Yasuda Asset Management
Japan
$1.05M -$477K -4,110 -33%
PAM
246
Panagora Asset Management
Massachusetts
$1.05M +$376K +3,237 +62%
BUB
247
BBVA USA Bancshares
Texas
$1.04M +$176K +1,519 +22%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.03M -$31.1K -268 -3%
LPT
249
Legacy Private Trust
Wisconsin
$992K -$194K -1,670 -17%
ERSOT
250
Employees Retirement System of Texas
Texas
$988K +$929K +8,000 New

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.