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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
VCM
301
Versant Capital Management
Arizona
$15K +$14.9K +168 New
HIM
302
Hillsdale Investment Management
Ontario, Canada
$15K +$15.1K +170 New
CG
303
Cutler Group
California
$15K +$15.6K +176 New
LNB
304
Ledyard National Bank
$14K
ASN
305
Advisory Services Network
Georgia
$13K
PMFA
306
Plante Moran Financial Advisors
Michigan
$12K
ECM
307
Estabrook Capital Management
New York
$11.8K -$2.3K -26 -17%
WEC
308
Winslow Evans & Crocker
Massachusetts
$10.1K
TRCT
309
Tower Research Capital (TRC)
New York
$10K +$886 +10 +10%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.79K -$64K -723 -0.7%
WCBA
311
Weaver C. Barksdale & Associates
Tennessee
$9K -$443 -5 -5%
TWA
312
TCI Wealth Advisors
Arizona
$9K
WA
313
WFG Advisors
Texas
$9K
ACS
314
Archford Capital Strategies
Illinois
$8K
WA
315
WealthTrust-Arizona
Arizona
$7K
PCP
316
Proficio Capital Partners
Massachusetts
$6K +$6.02K +68 New
ZB
317
Zions Bancorporation
Utah
$5K
QCG
318
Quadrant Capital Group
Ohio
$4K -$1.15K -13 -17%
AssetMark Inc
319
AssetMark Inc
California
$4K +$4.07K +46 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$2K -$2.04K -23 -55%
GWM
321
Gupta Wealth Management
California
$2K
HA
322
Harfst & Associates
Wyoming
$2K
KCPG
323
Kavar Capital Partners Group
Kansas
$2K
TFO
324
Tarbox Family Office
California
$2K +$1.68K +19 New
HWP
325
Hefty Wealth Partners
Indiana
$2K +$2.04K +23 New

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.