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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$963K -$2.44M -21,026 -73%
Connor, Clark & Lunn Investment Management (CC&L)
252
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$963K +$905K +7,800 New
Los Angeles Capital Management
253
Los Angeles Capital Management
California
$948K +$303K +2,608 +51%
LP
254
LMR Partners
United Kingdom
$941K +$884K +7,618 New
WF
255
Welch & Forbes
Massachusetts
$932K +$36.8K +317 +4%
FNBOH
256
First National Bank of Hutchinson
Kansas
$917K -$1.16K -10 -0.1%
AIA
257
Allegis Investment Advisors
Idaho
$883K +$269K +2,318 +48%
CBT
258
Capital Bank & Trust
California
$872K +$820K +7,064 New
LCM
259
Lucas Capital Management
New Jersey
$865K
BBHC
260
Brown Brothers Harriman & Co
New York
$858K +$10.2K +88 +1%
DL
261
Delta Lloyd
Netherlands
$856K +$104K +896 +15%
YWP
262
YorkBridge Wealth Partners
New York
$855K +$30.4K +262 +4%
Nomura Holdings
263
Nomura Holdings
Japan
$851K +$800K +6,890 New
OI
264
Oakbrook Investments
Illinois
$833K +$356K +3,070 +84%
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$830K -$622K -5,355 -44%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$825K +$13.7K +118 +2%
CSS
267
Cubist Systematic Strategies
Connecticut
$798K -$3.22M -27,749 -81%
GIA
268
Gateway Investment Advisers
Ohio
$786K +$739K +6,367 New
NB
269
Norinchukin Bank
Japan
$775K +$728K +6,276 New
US Bancorp
270
US Bancorp
Minnesota
$771K +$30.4K +262 +4%
CCM
271
Carderock Capital Management
Maryland
$769K +$723K +6,228 New
Federated Hermes
272
Federated Hermes
Pennsylvania
$742K -$4.83M -41,590 -87%
Axa
273
Axa
France
$738K +$694K +5,976 New
PG
274
PEAK6 Group
Illinois
$717K -$1.77M -15,224 -72%
KRS
275
Kentucky Retirement Systems
Kentucky
$716K +$673K +5,797 New

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.