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Gartner
IT

864 hedge funds and large institutions have $33.2B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 65

47% more call options, than puts

Call options by funds: $83.7M | Put options by funds: $56.9M

34% more capital invested

Capital invested by funds: $24.8B → $33.2B (+$8.39B)

9% more funds holding

Funds holding: 790 → 864 (+74)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

3% more ownership

Funds ownership: 91.31% → 94.31% (+3%)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
864
Holders Change
+74
Holders Change %
+9.37%
% of All Funds
12.6%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
150
Increased
277
Reduced
326
Closed
65
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$720M
2
Bessemer Group
Bessemer Group
New Jersey
+$239M
3
JP Morgan Chase
JP Morgan Chase
New York
+$231M
4
First Trust Advisors
First Trust Advisors
Illinois
+$183M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$87.7M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$319M
2
Citadel Advisors
Citadel Advisors
Florida
-$180M
3
Goldman Sachs
Goldman Sachs
New York
-$121M
4
BAMCO Inc
BAMCO Inc
New York
-$92M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
351
KeyBank National Association
Ohio
$2.1M +$742K +1,857 +66%
KAS
352
Kestra Advisory Services
Texas
$2.09M +$95.9K +240 +5%
IWA
353
Icon Wealth Advisors
Texas
$2.09M +$1.85M +4,639 New
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$2.09M +$620K +1,551 +50%
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
$2.07M -$171K -427 -9%
LA
356
LBP AM
France
$2.06M -$844K -2,113 -32%
Walleye Trading
357
Walleye Trading
New York
$2.04M +$1.6M +3,996 +748%
AI
358
AXS Investments
New York
$2.04M +$1.13M +2,835 +168%
CAM
359
Cresset Asset Management
Illinois
$2.04M -$34.8K -87 -2%
MCM
360
Moore Capital Management
New York
$2.03M +$1.8M +4,508 New
Commonwealth Equity Services
361
Commonwealth Equity Services
Massachusetts
$2.01M -$368K -922 -17%
SSWM
362
Smith Salley Wealth Management
North Carolina
$1.99M +$278K +696 +19%
PAM
363
Panagora Asset Management
Massachusetts
$1.98M -$22.8M -57,167 -93%
SIC
364
Salem Investment Counselors
North Carolina
$1.98M +$36K +90 +2%
AWAU
365
Alliance Wealth Advisors (Utah)
Utah
$1.94M -$4K -10 -0.2%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$1.93M +$594K +1,486 +53%
GC
367
Guggenheim Capital
Illinois
$1.88M +$1.05M +2,624 +171%
NMERB
368
New Mexico Educational Retirement Board
New Mexico
$1.87M – – –
AIP
369
Ameritas Investment Partners
Nebraska
$1.83M -$17.6K -44 -1%
Cerity Partners
370
Cerity Partners
New York
$1.82M +$405K +1,014 +34%
SWS
371
SYSTM Wealth Solutions
Illinois
$1.79M +$452K +1,131 +40%
IC
372
IEQ Capital
California
$1.77M +$153K +384 +11%
MGWM
373
Marks Group Wealth Management
Minnesota
$1.75M +$17.6K +44 +1%
PAS
374
Park Avenue Securities
New York
$1.6M +$148K +370 +12%
FT
375
Fiduciary Trust
Massachusetts
$1.6M -$12.4K -31 -0.9%
13 14
15
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IT Hedge Fund Activity: Q4 2023 in Review

864 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2023, worth a combined $33.2B — up 34% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new IT positions and 65 closed out — a net gain of 85 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $720M. The largest seller was Winslow Capital Management, cutting an estimated $319M.

  • 864 institutional investors held Gartner (IT) as of Q4 2023, up from 790 in Q3 2023.
  • Funds reported $33.2B of Gartner stock for Q4 2023, up 34% quarter-over-quarter.
  • 150 funds opened new Gartner positions in Q4 2023 and 65 closed out, a net change of +85 holders.
  • The largest Gartner buyer in Q4 2023 was Morgan Stanley, an estimated $720M added.
  • The largest Gartner seller in Q4 2023 was Winslow Capital Management, an estimated $319M sold.

Based on aggregated 13F filings for Q4 2023.