Gartner
439 hedge funds and large institutions have $11B invested in Gartner in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 41 closing their positions.
39% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 41
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5.88% more ownership
Funds ownership: 97.04% → 102.92% (+5.9%)
3% more funds holding
Funds holding: 427 → 439 (+12)
4% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 147
2% more capital invested
Capital invested by funds: $10.8B → $11B (+$163M)
37% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $38.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$260M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$158M |
| 3 |
JP Morgan Chase
New York
|
+$114M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$82.7M |
| 5 |
JCM
Junto Capital Management
New York
|
+$72.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$134M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$42.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$34.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$32.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$27.9M |
IT Hedge Fund Activity: Q1 2018 in Review
439 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2018, worth a combined $11B — up 1.5% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IT positions and 41 closed out — a net gain of 16 holders — while 153 added to existing stakes and 147 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $260M. The largest seller was Artisan Partners, cutting an estimated $134M.
- 439 institutional investors held Gartner (IT) as of Q1 2018, up from 427 in Q4 2017.
- Funds reported $11B of Gartner stock for Q1 2018, up 1.5% quarter-over-quarter.
- 57 funds opened new Gartner positions in Q1 2018 and 41 closed out, a net change of +16 holders.
- The largest Gartner buyer in Q1 2018 was T. Rowe Price Associates, an estimated $260M added.
- The largest Gartner seller in Q1 2018 was Artisan Partners, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2018.