Gartner
439 hedge funds and large institutions have $12.8B invested in Gartner in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 166 reducing their positions, and 42 closing their positions.
16% more capital invested
Capital invested by funds: $11B → $12.8B (+$1.81B)
12% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 42
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
2.61% more ownership
Funds ownership: 102.92% → 105.53% (+2.6%)
0% more funds holding
Funds holding: 439 → 439 (0)
4% less call options, than puts
Call options by funds: $31M | Put options by funds: $32.3M
12% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$218M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$158M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$120M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$98.6M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$104M |
| 2 |
BlackRock
New York
|
-$98.9M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$75.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$41M |
| 5 |
State Street
Boston,
Massachusetts
|
-$24.8M |
IT Hedge Fund Activity: Q2 2018 in Review
439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2018, worth a combined $12.8B — up 16% from $11B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IT positions and 42 closed out — a net gain of 5 holders — while 146 added to existing stakes and 166 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $218M. The largest seller was Artisan Partners, exiting entirely with an estimated $104M sold.
- 439 institutional investors held Gartner (IT) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $12.8B of Gartner stock for Q2 2018, up 16% quarter-over-quarter.
- 47 funds opened new Gartner positions in Q2 2018 and 42 closed out, a net change of +5 holders.
- The largest Gartner buyer in Q2 2018 was Harris Associates, an estimated $218M added.
- The largest Gartner seller in Q2 2018 was Artisan Partners, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2018.