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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
326
Raymond James Financial Services Advisors
Florida
$293K +$276K +2,375 New
DZ Bank
327
DZ Bank
Germany
$272K +$110K +950 +76%
1GA
328
1st Global Advisors
Texas
$271K +$36K +310 +16%
CC
329
ClearArc Capital
Ohio
$271K +$255K +2,198 New
Allianz Asset Management
330
Allianz Asset Management
Germany
$266K +$7.66K +66 +3%
QAM
331
Quantres Asset Management
Cayman Islands
$259K +$244K +2,100 New
AG
332
Advisor Group
Arizona
$252K +$27.9K +240 +13%
TG
333
TLP Group
Illinois
$247K +$227K +1,953 +4,155%
Creative Planning
334
Creative Planning
Kansas
$241K +$2.67K +23 +1%
RJT
335
Raymond James Trust
Florida
$241K +$3.02K +26 +1%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$235K +$11.6K +100 +6%
GXMC
337
Global X Management Company
New York
$227K +$12.8K +110 +6%
PI
338
Putnam Investments
Massachusetts
$218K +$205K +1,765 New
Commonwealth Equity Services
339
Commonwealth Equity Services
Massachusetts
$214K +$201K +1,729 New
SFA
340
Sequoia Financial Advisors
Ohio
$210K +$197K +1,699 New
NCM
341
Noesis Capital Mangement
Florida
$203K +$190K +1,640 New
BA
342
Bridgewater Associates
Connecticut
$203K +$191K +1,642 New
LS
343
Livforsakringsbolaget Skandia
Sweden
$198K
IR
344
Invictus RG
Bermuda
$177K +$166K +1,430 New
CBOA
345
Commonwealth Bank of Australia
Australia
$148K +$23.2K +200 +20%
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$146K +$12K +103 +10%
RIM
347
Rampart Investment Management
Connecticut
$143K +$134K +1,155 New
VIA
348
Virtus Investment Advisers
Connecticut
$129K +$121K +1,045 New
TIM
349
Tortoise Investment Management
New York
$126K
BFEC
350
Benjamin F. Edwards & Company
Missouri
$124K +$116K +1,000 New

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.