Gartner
394 hedge funds and large institutions have $7.6B invested in Gartner in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 153 reducing their positions, and 31 closing their positions.
87% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $6.54B → $7.6B (+$1.06B)
6% more funds holding
Funds holding: 372 → 394 (+22)
0.26% more ownership
Funds ownership: 90.84% → 91.1% (+0.26%)
18% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 153
43% less call options, than puts
Call options by funds: $940K | Put options by funds: $1.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$67M |
| 2 |
Select Equity Group
New York
|
+$63.4M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$55.8M |
| 4 |
Goldman Sachs
New York
|
+$49.4M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$37.6M |
| 2 |
Renaissance Technologies
New York
|
-$25.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.2M |
| 4 |
BAMCO Inc
New York
|
-$21.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.9M |
IT Hedge Fund Activity: Q4 2016 in Review
394 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2016, worth a combined $7.6B — up 16% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IT positions and 31 closed out — a net gain of 27 holders — while 125 added to existing stakes and 153 trimmed.
The largest buyer was Wells Fargo, adding an estimated $67M. The largest seller was Fidelity International, cutting an estimated $37.6M.
- 394 institutional investors held Gartner (IT) as of Q4 2016, up from 372 in Q3 2016.
- Funds reported $7.6B of Gartner stock for Q4 2016, up 16% quarter-over-quarter.
- 58 funds opened new Gartner positions in Q4 2016 and 31 closed out, a net change of +27 holders.
- The largest Gartner buyer in Q4 2016 was Wells Fargo, an estimated $67M added.
- The largest Gartner seller in Q4 2016 was Fidelity International, an estimated $37.6M sold.
Based on aggregated 13F filings for Q4 2016.