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496 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 155

6% more funds holding

Funds holding: 469496 (+27)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.2M

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$305M)

0.14% more ownership

Funds ownership: 93.24%93.37% (+0.14%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
496
Holders Change
+27
Holders Change %
+5.76%
% of All Funds
10.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
64
Increased
185
Reduced
155
Closed
35
Calls
$17.2M
Puts
$16.2M
Net Calls
+$1.02M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
CNC
226
Canandaigua National Corp
New York
$1.04M -$29.9K -235 -3%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$403K +3,169 +62%
SAM
228
Securian Asset Management
Minnesota
$1.03M -$12.7K -100 -1%
WBC
229
Westpac Banking Corp
Australia
$1.02M
AAM
230
Azzad Asset Management
Virginia
$1.01M -$125K -987 -11%
PAM
231
Panagora Asset Management
Massachusetts
$1.01M +$137K +1,078 +15%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$1M +$789K +6,203 +337%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$992K +$19.2K +151 +2%
WANY
234
Wealthspire Advisors (New York)
New York
$975K +$188K +1,478 +23%
CBT
235
Capital Bank & Trust
California
$946K
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$944K +$56.5K +444 +6%
II
237
IFM Investors
Australia
$939K +$128K +1,009 +15%
NB
238
Norinchukin Bank
Japan
$936K +$12.7K +100 +1%
MCM
239
Maple Capital Management
Vermont
$934K -$3.69K -29 -0.5%
PG
240
Pendal Group
Australia
$931K +$7.5K +59 +0.8%
S
241
Seeyond
France
$920K +$18.4K +145 +2%
FMW
242
Farr Miller & Washington
District of Columbia
$907K +$49K +385 +6%
NIPH
243
NN Investment Partners Holdings
Netherlands
$903K -$2.84M -22,300 -76%
MCIA
244
Mountain Capital Investment Advisors
Colorado
$898K +$900K +7,081 New
WF
245
Welch & Forbes
Massachusetts
$890K
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$889K -$114K -900 -11%
IWP
247
Icon Wealth Partners
Texas
$879K +$894K +7,032 New
CM
248
Caption Management
Oklahoma
$849K +$865K +6,800 New
SW
249
SVB Wealth
Massachusetts
$844K -$29.2K -230 -3%
SM
250
Sciencast Management
New Jersey
$820K +$819K +6,445 New

IT Hedge Fund Activity: Q3 2020 in Review

496 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2020, worth a combined $10.4B — up 3% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new IT positions and 35 closed out — a net gain of 29 holders — while 185 added to existing stakes and 155 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $73.1M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 496 institutional investors held Gartner (IT) as of Q3 2020, up from 469 in Q2 2020.
  • Funds reported $10.4B of Gartner stock for Q3 2020, up 3% quarter-over-quarter.
  • 64 funds opened new Gartner positions in Q3 2020 and 35 closed out, a net change of +29 holders.
  • The largest Gartner buyer in Q3 2020 was Generation Investment Management, an estimated $73.1M added.
  • The largest Gartner seller in Q3 2020 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2020.