Gartner
864 hedge funds and large institutions have $33.2B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 65 closing their positions.
131% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 65
47% more call options, than puts
Call options by funds: $83.7M | Put options by funds: $56.9M
34% more capital invested
Capital invested by funds: $24.8B → $33.2B (+$8.39B)
9% more funds holding
Funds holding: 790 → 864 (+74)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
3% more ownership
Funds ownership: 91.31% → 94.31% (+3%)
15% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 326
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$720M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$239M |
| 3 |
JP Morgan Chase
New York
|
+$231M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$183M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$87.7M |
Top Sellers
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$319M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$180M |
| 3 |
Goldman Sachs
New York
|
-$121M |
| 4 |
BAMCO Inc
New York
|
-$92M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$81.8M |
IT Hedge Fund Activity: Q4 2023 in Review
864 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2023, worth a combined $33.2B — up 34% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new IT positions and 65 closed out — a net gain of 85 holders — while 277 added to existing stakes and 326 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $720M. The largest seller was Winslow Capital Management, cutting an estimated $319M.
- 864 institutional investors held Gartner (IT) as of Q4 2023, up from 790 in Q3 2023.
- Funds reported $33.2B of Gartner stock for Q4 2023, up 34% quarter-over-quarter.
- 150 funds opened new Gartner positions in Q4 2023 and 65 closed out, a net change of +85 holders.
- The largest Gartner buyer in Q4 2023 was Morgan Stanley, an estimated $720M added.
- The largest Gartner seller in Q4 2023 was Winslow Capital Management, an estimated $319M sold.
Based on aggregated 13F filings for Q4 2023.