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Gartner
IT

395 hedge funds and large institutions have $8.49B invested in Gartner in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

53% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $27.5M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

23% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 125

12% more capital invested

Capital invested by funds: $7.6B → $8.49B (+$886M)

3.79% more ownership

Funds ownership: 91.1% → 94.88% (+3.8%)

0% more funds holding

Funds holding: 394 → 395 (+1)

Holders
395
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
9.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
59
Increased
154
Reduced
125
Closed
47
Calls
$42.2M
Puts
$27.5M
Net Calls
+$14.7M
Net Calls Change
+$15.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$827M
2
Select Equity Group
Select Equity Group
New York
+$258M
3
JHIU
Janus Henderson Investors US
Colorado
+$140M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$130M
5
TCP
Tourbillon Capital Partners
New York
+$95.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$162M
2
Wells Fargo
Wells Fargo
California
-$68.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
4
Artisan Partners
Artisan Partners
Wisconsin
-$54.1M
5
BAMCO Inc
BAMCO Inc
New York
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OI
301
Oakbrook Investments
Illinois
$397K -$160K -1,550 -30%
SSA
302
Schonfeld Strategic Advisors
New York
$397K +$379K +3,676 New
RFC
303
Regions Financial Corp
Alabama
$386K -$37K -359 -9%
FMT
304
First Mercantile Trust
Tennessee
$359K +$3.81K +37 +1%
CI
305
Cigna Investments
Connecticut
$359K +$28.8K +279 +9%
CAN
306
Cetera Advisor Networks
California
$355K +$103K +1,000 +44%
SCM
307
Segantii Capital Management
Hong Kong
$346K +$330K +3,200 New
MF
308
Magnetar Financial
Illinois
$337K +$322K +3,125 New
YMRC
309
Yorktown Management & Research Company
Virginia
$324K – – –
RCM
310
Riverhead Capital Management
Delaware
$324K +$30.9K +300 +11%
ECM
311
ETrade Capital Management
Virginia
$314K +$299K +2,905 New
GHCM
312
Glen Harbor Capital Management
California
$292K +$31.3K +304 +13%
AP
313
AHL Partners
United Kingdom
$292K +$279K +2,705 New
GC
314
Globeflex Capital
California
$287K +$274K +2,660 New
COI
315
Connable Office Inc
Michigan
$270K – – –
PWM
316
Perigon Wealth Management
California
$270K – – –
HA
317
Harbor Advisors
Florida
$270K +$258K +2,500 New
MML Investors Services
318
MML Investors Services
Massachusetts
$270K +$258K +2,503 New
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$269K +$11.4K +111 +5%
CICI
320
Capital Investment Counsel Inc
North Carolina
$265K – – –
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$259K +$25.8K +250 +12%
Nordea Investment Management
322
Nordea Investment Management
Sweden
$247K – – –
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$246K +$235K +2,278 New
CG
324
Clinton Group
New York
$228K -$2.41M -23,411 -92%
Allianz Asset Management
325
Allianz Asset Management
Germany
$226K -$255K -2,472 -54%
11 12
13
14 15

IT Hedge Fund Activity: Q1 2017 in Review

395 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2017, worth a combined $8.49B — up 12% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IT positions and 47 closed out — a net gain of 12 holders — while 154 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $827M. The largest seller was Massachusetts Financial Services, cutting an estimated $162M.

  • 395 institutional investors held Gartner (IT) as of Q1 2017, up from 394 in Q4 2016.
  • Funds reported $8.49B of Gartner stock for Q1 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Gartner positions in Q1 2017 and 47 closed out, a net change of +12 holders.
  • The largest Gartner buyer in Q1 2017 was BlackRock, an estimated $827M added.
  • The largest Gartner seller in Q1 2017 was Massachusetts Financial Services, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2017.