We are live on ! Find out more
IT icon

Gartner
IT

262 hedge funds and large institutions have $6B invested in Gartner in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.71M

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 264 → 262 (-2)

0.83% less ownership

Funds ownership: 94.99% → 94.16% (-0.83%)

3% less capital invested

Capital invested by funds: $6.21B → $6B (-$208M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
97
Reduced
93
Closed
24
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.16M
Net Calls Change
-$20.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$70.4M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.5M
3
TCM
TimesSquare Capital Management
New York
+$39.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.5M
5
Fidelity International
Fidelity International
Bermuda
+$22.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.8M
2
Jennison Associates
Jennison Associates
New York
-$54.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$53.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
MUFG Americas
New York
$7K – – –
ST
252
SpiderRock Trading
Illinois
$7K – – –
TWA
253
TCI Wealth Advisors
Arizona
$7K – – –
WA
254
WealthTrust-Arizona
Arizona
$6K – – –
ECM
255
ETrade Capital Management
Virginia
$6K +$2.08K +30 +58%
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PSI
257
Pinnacle Summer Investments
Virginia
$3K – – –
NES
258
New England Securities
New York
$3K +$69 +1 +3%
KCPG
259
Kavar Capital Partners Group
Kansas
$2K – – –
M&T Bank
260
M&T Bank
New York
$2K +$2.35K +34 New
HR
261
Howe & Rusling
New York
$1K – – –
PTC
262
Private Trust Company
Ohio
$1K – – –
Walleye Trading
263
Walleye Trading
New York
$17 +$17.1K +247 New
MAMU
264
Marathon Asset Management (UK)
United Kingdom
– -$53.6M -754,859 Closed
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
– -$6.32M -89,000 Closed
Citadel Advisors
266
Citadel Advisors
Florida
– -$1.77M -24,910 Closed
CBOA
267
Commonwealth Bank of Australia
Australia
– -$1.12M -15,721 Closed
CONA
268
Capital One National Association
New York
– -$1.07M -15,026 Closed
TG
269
TCW Group
California
– -$994K -13,989 Closed
SAM
270
Symphony Asset Management
California
– -$912K -12,838 Closed
GMIM
271
General Motors Investment Management
New York
– -$807K -11,359 Closed
CA
272
Commerzbank Aktiengesellschaft
Germany
– -$632K -8,986 Closed
AA
273
ALPS Advisors
Colorado
– -$600K -8,530 Closed
MIU
274
Man Investments (UK)
United Kingdom
– -$527K -7,417 Closed
DDC
275
DF Dent & Co
Maryland
– -$460K -6,470 Closed
8 9 10
11
12

IT Hedge Fund Activity: Q1 2014 in Review

262 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2014, worth a combined $6B — down 3.3% from $6.21B a quarter earlier.

Fund positioning in IT was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 97 added to existing stakes and 93 trimmed.

The largest buyer was William Blair & Company, adding an estimated $70.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.8M.

  • 262 institutional investors held Gartner (IT) as of Q1 2014, down from 264 in Q4 2013.
  • Funds reported $6B of Gartner stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 24 funds opened new Gartner positions in Q1 2014 and 24 closed out, a net change of 0 holders.
  • The largest Gartner buyer in Q1 2014 was William Blair & Company, an estimated $70.4M added.
  • The largest Gartner seller in Q1 2014 was T. Rowe Price Associates, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2014.