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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
WB
376
Webster Bank
Connecticut
$19K
FHA
377
First Horizon Advisors
Tennessee
$18K -$4.88K -42 -21%
QCG
378
Quadrant Capital Group
Ohio
$17K
LF
379
Lee Financial
Texas
$17K +$1.74K +15 +13%
TRCT
380
Tower Research Capital (TRC)
New York
$17K +$15.9K +137 New
FANJ
381
Financial Architects (New Jersey)
New Jersey
$15K
PFPT
382
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14K +121 New
SIAS
383
Shine Investment Advisory Services
Colorado
$15K +$14.4K +124 New
WEC
384
Winslow Evans & Crocker
Massachusetts
$13.7K -$116 -1 -0.9%
DADC
385
D.A. Davidson & Co
Montana
$13K
PA
386
Parallel Advisors
California
$13K +$11.4K +98 New
ECM
387
Estabrook Capital Management
New York
$12.8K
GEA
388
Glen Eagle Advisors
New Jersey
$12.4K
TWA
389
TCI Wealth Advisors
Arizona
$12K
AssetMark Inc
390
AssetMark Inc
California
$12K +$4.88K +42 +76%
IDBONY
391
Israel Discount Bank of New York
New York
$12K +$11K +95 New
BWA
392
BDO Wealth Advisors
Florida
$12K +$11.6K +100 New
BL
393
Balentine LLC
Georgia
$11K +$1.04K +9 +11%
OIA
394
OneDigital Investment Advisors
Kansas
$11K +$10.2K +88 New
VCM
395
Versant Capital Management
Arizona
$10K -$1.97K -17 -17%
BTIS
396
BB&T Investment Services
North Carolina
$9K +$7.89K +68 +850%
SIAP
397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$8.47K +73 New
Simplex Trading
398
Simplex Trading
Illinois
$8K -$2.48M -21,381 -100%
TCOV
399
Trust Company of Vermont
Vermont
$6K +$5.92K +51 New
CTC
400
Central Trust Company
Missouri
$5K +$4.99K +43 New

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.