Gartner
501 hedge funds and large institutions have $13.1B invested in Gartner in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 27 closing their positions.
252% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 27
13% more funds holding
Funds holding: 445 → 501 (+56)
5% more capital invested
Capital invested by funds: $12.5B → $13.1B (+$577M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $11.9M
2.24% less ownership
Funds ownership: 97.31% → 95.07% (-2.2%)
14% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$146M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$36.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$29M |
| 5 |
Morgan Stanley
New York
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$224M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 3 |
Select Equity Group
New York
|
-$114M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$91.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$33.8M |
IT Hedge Fund Activity: Q4 2019 in Review
501 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2019, worth a combined $13.1B — up 4.6% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IT positions and 27 closed out — a net gain of 68 holders — while 150 added to existing stakes and 174 trimmed.
The largest buyer was Holocene Advisors, adding an estimated $146M. The largest seller was Janus Henderson Group, cutting an estimated $224M.
- 501 institutional investors held Gartner (IT) as of Q4 2019, up from 445 in Q3 2019.
- Funds reported $13.1B of Gartner stock for Q4 2019, up 4.6% quarter-over-quarter.
- 95 funds opened new Gartner positions in Q4 2019 and 27 closed out, a net change of +68 holders.
- The largest Gartner buyer in Q4 2019 was Holocene Advisors, an estimated $146M added.
- The largest Gartner seller in Q4 2019 was Janus Henderson Group, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2019.