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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
ASN
351
Advisory Services Network
Georgia
$120K +$92.6K +798 +467%
AAM
352
Advisors Asset Management
Colorado
$119K -$67.1K -578 -38%
IA
353
IFP Advisors
Florida
$117K -$13.3K -115 -11%
TSW
354
Thompson Siegel & Walmsley
Virginia
$111K
Korea Investment Corp
355
Korea Investment Corp
South Korea
$94K +$88K +758 New
PCP
356
Proficio Capital Partners
Massachusetts
$90K
MWM
357
MinichMacGregor Wealth Management
New York
$86K
OMCS
358
Old Mutual Customised Solutions
South Africa
$86K
NIPH
359
NN Investment Partners Holdings
Netherlands
$86K +$23.2K +200 +40%
SLF
360
Sun Life Financial
Ontario, Canada
$82K +$76.8K +662 New
WTC
361
WhitTier Trust Company
Nevada
$78K
ClearBridge Investments
362
ClearBridge Investments
New York
$64K
HL
363
Harding Loevner
New Jersey
$56K +$52.2K +450 New
WT
364
Whittier Trust
California
$53K
ST
365
Sageworth Trust
Pennsylvania
$50K +$47K +405 New
AIL
366
AGF Investments LLC
Ontario, Canada
$45K +$3.71K +32 +10%
CAW
367
Cornerstone Advisors (Washington)
Washington
$38K
HNB
368
Huntington National Bank
Ohio
$28K +$2.32K +20 +10%
GLI
369
Guardian Life Insurance
New York
$25K +$23.3K +201 New
GAM
370
Gemmer Asset Management
California
$23K
ST
371
Smithfield Trust
Pennsylvania
$22K
PMFA
372
Plante Moran Financial Advisors
Michigan
$22K +$4.88K +42 +32%
NA
373
NewEdge Advisors
Louisiana
$20.1K +$18.5K +159 New
GWM
374
Geneos Wealth Management
Colorado
$20K
LNB
375
Ledyard National Bank
$20K

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.