Gartner
645 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 217 increasing their positions, 256 reducing their positions, and 42 closing their positions.
102% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 42
23% more capital invested
Capital invested by funds: $18.7B → $23.1B (+$4.37B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6% more funds holding
Funds holding: 608 → 645 (+37)
1.06% more ownership
Funds ownership: 89.81% → 90.86% (+1.1%)
15% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 256
27% less call options, than puts
Call options by funds: $67.7M | Put options by funds: $92.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$470M |
| 2 |
Alkeon Capital Management
New York
|
+$355M |
| 3 |
Goldman Sachs
New York
|
+$203M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$164M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$160M |
| 2 |
D.E. Shaw & Co
New York
|
-$154M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$151M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$143M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$122M |
IT Hedge Fund Activity: Q3 2021 in Review
645 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2021, worth a combined $23.1B — up 23% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IT positions and 42 closed out — a net gain of 43 holders — while 217 added to existing stakes and 256 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $470M. The largest seller was Generation Investment Management, cutting an estimated $160M.
- 645 institutional investors held Gartner (IT) as of Q3 2021, up from 608 in Q2 2021.
- Funds reported $23.1B of Gartner stock for Q3 2021, up 23% quarter-over-quarter.
- 85 funds opened new Gartner positions in Q3 2021 and 42 closed out, a net change of +43 holders.
- The largest Gartner buyer in Q3 2021 was Wellington Management Group, an estimated $470M added.
- The largest Gartner seller in Q3 2021 was Generation Investment Management, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2021.