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905 hedge funds and large institutions have $35.8B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 323 increasing their positions, 336 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $15.3M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $32.1B → $35.8B (+$3.7B)

4% more funds holding

Funds holding: 874905 (+31)

0.43% less ownership

Funds ownership: 92.01%91.58% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 336

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
905
Holders Change
+31
Holders Change %
+3.55%
% of All Funds
13%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
106
Increased
323
Reduced
336
Closed
69
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
GH
326
GAM Holding
Switzerland
$2.72M -$14.9K -31 -0.6%
KRS
327
Kentucky Retirement Systems
Kentucky
$2.72M -$232K -482 -8%
MP
328
McDonald Partners
Ohio
$2.71M -$96.1K -200 -4%
KCM
329
Kendall Capital Management
Maryland
$2.68M +$401K +835 +19%
Squarepoint
330
Squarepoint
New York
$2.68M +$1.53M +3,187 +151%
AWA
331
Arete Wealth Advisors
Illinois
$2.67M +$5.77K +12 +0.2%
AFS
332
Aft Forsyth & Sober
Florida
$2.66M
US Bancorp
333
US Bancorp
Minnesota
$2.66M +$13.5K +28 +0.5%
AssetMark Inc
334
AssetMark Inc
California
$2.61M +$1.02M +2,118 +70%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$2.58M -$2.88K -6 -0.1%
NG
336
Norden Group
Utah
$2.56M +$877K +1,824 +57%
UF
337
Univest Financial
Pennsylvania
$2.56M +$2.05M +4,262 +546%
MSU
338
Mizuho Securities USA
New York
$2.53M -$475K -988 -17%
MCM
339
Moore Capital Management
New York
$2.49M +$2.36M +4,904 New
SSWM
340
Smith Salley Wealth Management
North Carolina
$2.47M +$113K +236 +5%
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$2.46M -$57.2K -119 -2%
PA
342
Paralel Advisors
Colorado
$2.43M
GC
343
Guggenheim Capital
Illinois
$2.38M +$524K +1,090 +30%
RSWM
344
Robertson Stephens Wealth Management
California
$2.35M +$586K +1,218 +36%
IWA
345
Icon Wealth Advisors
Texas
$2.33M -$69.2K -144 -3%
CWM
346
Connecticut Wealth Management
Connecticut
$2.32M
TPCW
347
TD Private Client Wealth
New York
$2.32M -$1.01M -2,111 -32%
SIC
348
Salem Investment Counselors
North Carolina
$2.31M -$22.1K -46 -1%
SBIA
349
Sheaff Brock Investment Advisors
Indiana
$2.25M +$11.5K +24 +0.5%
AWAU
350
Alliance Wealth Advisors (Utah)
Utah
$2.23M -$42.3K -88 -2%

IT Hedge Fund Activity: Q3 2024 in Review

905 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2024, worth a combined $35.8B — up 12% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IT positions and 69 closed out — a net gain of 37 holders — while 323 added to existing stakes and 336 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 905 institutional investors held Gartner (IT) as of Q3 2024, up from 874 in Q2 2024.
  • Funds reported $35.8B of Gartner stock for Q3 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Gartner positions in Q3 2024 and 69 closed out, a net change of +37 holders.
  • The largest Gartner buyer in Q3 2024 was Point72 Asset Management, an estimated $67.3M added.
  • The largest Gartner seller in Q3 2024 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.