We are live on ! Find out more

328 hedge funds and large institutions have $6.93B invested in Gartner in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $6.37B → $6.93B (+$559M)

1% more funds holding

Funds holding: 324328 (+4)

0.73% more ownership

Funds ownership: 92.04%92.78% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.63M

Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
151
Reduced
86
Closed
26
Calls
$1.06M
Puts
$1.63M
Net Calls
-$565K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$288K +$282K +3,179 New
YMRC
252
Yorktown Management & Research Company
Virginia
$272K
IWC
253
Integrated Wealth Counsel
California
$256K
CC
254
Curian Capital
Colorado
$252K -$418K -4,723 -63%
CG
255
Colony Group
Massachusetts
$250K -$38.1K -430 -13%
PFPT
256
Pinnacle Financial Partners (Tennessee)
Tennessee
$248K +$8.41K +95 +4%
OAC
257
OMERS Administration Corp
Ontario, Canada
$245K -$3.03M -34,200 -93%
RCAMU
258
Rothschild & Co Asset Management US
Connecticut
$240K +$235K +2,649 New
LPL Financial
259
LPL Financial
California
$231K +$230K +2,592 New
COI
260
Connable Office Inc
Michigan
$227K
PWM
261
Perigon Wealth Management
California
$227K
BF
262
BOK Financial
Oklahoma
$206K +$201K +2,273 New
Nordea Investment Management
263
Nordea Investment Management
Sweden
$190K
EOJOAM
264
E. Ohman J:or Asset Management
Sweden
$163K
SEI Investments
265
SEI Investments
Pennsylvania
$160K +$16.4K +185 +12%
TG
266
TLP Group
Illinois
$158K +$154K +1,743 New
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$154K
TIM
268
Tortoise Investment Management
New York
$138K -$10.3K -116 -7%
Parallax Volatility Advisers
269
Parallax Volatility Advisers
California
$127K +$124K +1,396 New
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$122K +$119K +1,342 New
GS
271
GAM Systematic
United Kingdom
$121K +$7.79K +88 +7%
NFG
272
NewFocus Financial Group
Washington
$114K
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$111K +$108K +1,223 New
CCMH
274
Cornerstone Capital Management Holdings
New York
$108K -$162K -1,832 -61%
MFS
275
MSI Financial Services
Massachusetts
$105K +$88.6K +1,001 +654%

IT Hedge Fund Activity: Q4 2015 in Review

328 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2015, worth a combined $6.93B — up 8.8% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IT positions and 26 closed out — a net gain of 8 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 328 institutional investors held Gartner (IT) as of Q4 2015, up from 324 in Q3 2015.
  • Funds reported $6.93B of Gartner stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 34 funds opened new Gartner positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Gartner buyer in Q4 2015 was Royal Bank of Canada, an estimated $46.6M added.
  • The largest Gartner seller in Q4 2015 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2015.