Gartner
372 hedge funds and large institutions have $6.54B invested in Gartner in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 136 reducing their positions, and 36 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.59% less ownership
Funds ownership: 91.43% → 90.84% (-0.59%)
1% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 136
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
1% less funds holding
Funds holding: 377 → 372 (-5)
11% less capital invested
Capital invested by funds: $7.35B → $6.54B (-$805M)
52% less call options, than puts
Call options by funds: $627K | Put options by funds: $1.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.5M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$30.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$27.5M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$23.4M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$81M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$25.8M |
| 4 |
Goldman Sachs
New York
|
-$23.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$107K | -1,094 | Closed |
|
|
RA
402
Rational Advisors
Huntington,
New York
| – | -$85K | -875 | Closed |
|
|
AP
403
Advisors Preferred
Rockville,
Maryland
| – | -$78K | -799 | Closed |
|
|
AIM
404
Acrospire Investment Management
Chicago,
Illinois
| – | -$68K | -700 | Closed |
|
|
MCM
405
McKinley Capital Management
Anchorage,
Alaska
| – | -$29K | -300 | Closed |
|
|
AIM
406
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$2K | -16 | Closed |
|
407
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$1K | -10 | Closed |
|
|
QI
408
QS Investors
New York
| – | -$1K | -3 | Closed |
|
IT Hedge Fund Activity: Q3 2016 in Review
372 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2016, worth a combined $6.54B — down 11% from $7.35B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IT and 34 opened new positions — a net loss of 2 holders — while 136 trimmed existing stakes and 135 added.
The largest buyer was Wellington Management Group, adding an estimated $31.5M. The largest seller was Fidelity Investments, cutting an estimated $127M.
- 372 institutional investors held Gartner (IT) as of Q3 2016, down from 377 in Q2 2016.
- Funds reported $6.54B of Gartner stock for Q3 2016, down 11% quarter-over-quarter.
- 34 funds opened new Gartner positions in Q3 2016 and 36 closed out, a net change of -2 holders.
- The largest Gartner buyer in Q3 2016 was Wellington Management Group, an estimated $31.5M added.
- The largest Gartner seller in Q3 2016 was Fidelity Investments, an estimated $127M sold.
Based on aggregated 13F filings for Q3 2016.