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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
PAM
351
Panagora Asset Management
Massachusetts
$1.94M -$11.6K -26 -0.6%
Commonwealth Equity Services
352
Commonwealth Equity Services
Massachusetts
$1.94M -$367K -826 -16%
AI
353
AXS Investments
New York
$1.88M -$85.4K -192 -4%
IMCOOI
354
Investment Management Corp of Ontario (IMCO)
Canada
$1.85M +$222K +500 +14%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$1.85M +$644K +1,447 +54%
EF
356
Empowered Funds
Pennsylvania
$1.81M +$210K +473 +13%
AIP
357
Ameritas Investment Partners
Nebraska
$1.8M -$21.8K -49 -1%
CG
358
Cynosure Group
Utah
$1.8M +$1.48M +3,320 +481%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$1.77M
MGWM
360
Marks Group Wealth Management
Minnesota
$1.76M +$5.78K +13 +0.3%
NA
361
NewEdge Advisors
Louisiana
$1.75M -$1.02M -2,287 -37%
IGAM
362
iA Global Asset Management
Quebec, Canada
$1.73M +$512K +1,151 +43%
IIM
363
INTECH Investment Management
Florida
$1.7M -$453K -1,019 -21%
WF
364
Welch & Forbes
Massachusetts
$1.66M -$811K -1,823 -33%
CRC
365
Curi RMB Capital
Illinois
$1.64M -$3.56K -8 -0.2%
GC
366
Guggenheim Capital
Illinois
$1.62M -$96.1K -216 -6%
CCMINC
367
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.6M +$29.8K +67 +2%
MGP
368
Metis Global Partners
California
$1.58M +$6.67K +15 +0.4%
FT
369
Fiduciary Trust
Massachusetts
$1.58M -$29.4K -66 -2%
EP
370
Edgestream Partners
New Jersey
$1.56M -$2.32M -5,211 -60%
RSWM
371
Robertson Stephens Wealth Management
California
$1.54M +$990K +2,226 +185%
LA
372
LBP AM
France
$1.53M +$958K +2,153 +172%
MFAM
373
Motley Fool Asset Management
Virginia
$1.52M +$342K +768 +29%
Capstone Investment Advisors
374
Capstone Investment Advisors
New York
$1.51M +$822K +1,848 +122%
SO
375
STRS Ohio
Ohio
$1.51M +$89.9K +202 +6%

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.