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874 hedge funds and large institutions have $32.1B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 309 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $16.3M

8% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 84

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 309

0.29% more ownership

Funds ownership: 91.71%92.01% (+0.29%)

1% less funds holding

Funds holding: 880874 (-6)

6% less capital invested

Capital invested by funds: $34B → $32.1B (-$1.94B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
874
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.62%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
91
Increased
333
Reduced
309
Closed
84
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
301
Munro Partners
Australia
$2.98M
OIAM
302
OFI Invest Asset Management
France
$2.96M +$3.12M +7,003 +10,299%
Nordea Investment Management
303
Nordea Investment Management
Sweden
$2.93M +$71.6K +161 +3%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$2.93M
CAM
305
Cresset Asset Management
Illinois
$2.92M +$492K +1,105 +20%
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$2.92M -$634K -1,426 -18%
Cerity Partners
307
Cerity Partners
New York
$2.89M -$2.39M -5,369 -45%
CS
308
Candriam SCA
Luxembourg
$2.89M +$291K +654 +11%
P
309
Paradiem
Louisiana
$2.84M -$459K -1,031 -14%
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$2.8M -$70.7K -159 -2%
SPIA
311
Steward Partners Investment Advisory
New York
$2.75M -$30.3K -68 -1%
PWG
312
Portside Wealth Group
Utah
$2.73M -$143K -321 -5%
MSU
313
Mizuho Securities USA
New York
$2.69M +$2.66M +5,985 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$2.67M -$83.6K -188 -3%
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$2.63M
KRS
316
Kentucky Retirement Systems
Kentucky
$2.63M -$31.1K -70 -1%
SCM
317
Shelton Capital Management
Colorado
$2.59M -$890K -2,000 -26%
MPM
318
MBB Public Markets
Illinois
$2.58M +$2.55M +5,740 New
MG
319
Markel Group
Virginia
$2.56M
DILIC
320
Dai-ichi Life Insurance Company
Japan
$2.54M -$2.18M -4,900 -46%
VIM
321
Vinva Investment Management
Australia
$2.52M +$1.07M +2,395 +73%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$2.5M -$612K -1,376 -20%
MP
323
McDonald Partners
Ohio
$2.49M +$11.1K +25 +0.5%
KeyBank National Association
324
KeyBank National Association
Ohio
$2.46M -$101K -228 -4%
GH
325
GAM Holding
Switzerland
$2.42M +$750K +1,685 +45%

IT Hedge Fund Activity: Q2 2024 in Review

874 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2024, worth a combined $32.1B — down 5.7% from $34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IT positions and 84 closed out — a net gain of 7 holders — while 333 added to existing stakes and 309 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $149M.

  • 874 institutional investors held Gartner (IT) as of Q2 2024, down from 880 in Q1 2024.
  • Funds reported $32.1B of Gartner stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 91 funds opened new Gartner positions in Q2 2024 and 84 closed out, a net change of +7 holders.
  • The largest Gartner buyer in Q2 2024 was Sustainable Growth Advisers, an estimated $264M added.
  • The largest Gartner seller in Q2 2024 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.