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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
IWA
326
Icon Wealth Advisors
Texas
$2.37M +$72.1K +162 +4%
AWA
327
Arete Wealth Advisors
Illinois
$2.36M +$2.35M +5,275 New
AFS
328
Aft Forsyth & Sober
Florida
$2.36M
US Bancorp
329
US Bancorp
Minnesota
$2.34M +$42.7K +96 +2%
OQS
330
Occudo Quantitative Strategies
Florida
$2.33M +$2.31M +5,196 New
Mirae Asset Global Investments
331
Mirae Asset Global Investments
South Korea
$2.32M -$5.77M -12,980 -71%
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$2.29M -$22.7K -51 -1%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$2.23M -$27.6K -62 -1%
AIM
334
Aurora Investment Managers
Florida
$2.19M -$90.8K -204 -4%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$2.19M +$130K +293 +7%
RJFSA
336
Raymond James Financial Services Advisors
Florida
$2.17M +$147K +330 +7%
PA
337
Paralel Advisors
Colorado
$2.15M -$483K -1,086 -18%
CGH
338
Crossmark Global Holdings
Texas
$2.1M -$2.93M -6,590 -58%
SSWM
339
Smith Salley Wealth Management
North Carolina
$2.09M +$230K +517 +13%
IC
340
IEQ Capital
California
$2.07M +$221K +496 +12%
TPM
341
Triasima Portfolio Management
Quebec, Canada
$2.07M -$184K -414 -8%
SIC
342
Salem Investment Counselors
North Carolina
$2.07M +$105K +235 +5%
CWM
343
Connecticut Wealth Management
Connecticut
$2.06M +$2.04M +4,578 New
SAM
344
Securian Asset Management
Minnesota
$2.02M -$44.5K -100 -2%
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$2.02M +$24.9K +56 +1%
KAS
346
Kestra Advisory Services
Texas
$2.01M +$40.5K +91 +2%
KCM
347
Kendall Capital Management
Maryland
$2M +$355K +797 +22%
SBIA
348
Sheaff Brock Investment Advisors
Indiana
$1.98M -$174K -390 -8%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$1.98M -$44.5K -100 -2%
ET
350
Entropy Technologies
New York
$1.96M +$816K +1,835 +73%

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.