Gartner
457 hedge funds and large institutions have $11.3B invested in Gartner in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 164 reducing their positions, and 47 closing their positions.
205% more call options, than puts
Call options by funds: $33.3M | Put options by funds: $10.9M
60% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 47
6% more funds holding
Funds holding: 431 → 457 (+26)
10% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 164
5.69% less ownership
Funds ownership: 103.71% → 98.02% (-5.7%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
24% less capital invested
Capital invested by funds: $14.9B → $11.3B (-$3.58B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.4M |
| 2 |
BlackRock
New York
|
+$47.8M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$29.4M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$28.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$219M |
| 2 |
JP Morgan Chase
New York
|
-$160M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$143M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$96M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$77.3M |
IT Hedge Fund Activity: Q4 2018 in Review
457 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2018, worth a combined $11.3B — down 24% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IT positions and 47 closed out — a net gain of 28 holders — while 148 added to existing stakes and 164 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was AllianceBernstein, cutting an estimated $219M.
- 457 institutional investors held Gartner (IT) as of Q4 2018, up from 431 in Q3 2018.
- Funds reported $11.3B of Gartner stock for Q4 2018, down 24% quarter-over-quarter.
- 75 funds opened new Gartner positions in Q4 2018 and 47 closed out, a net change of +28 holders.
- The largest Gartner buyer in Q4 2018 was Morgan Stanley, an estimated $53.4M added.
- The largest Gartner seller in Q4 2018 was AllianceBernstein, an estimated $219M sold.
Based on aggregated 13F filings for Q4 2018.