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905 hedge funds and large institutions have $35.8B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 323 increasing their positions, 336 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $15.3M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $32.1B → $35.8B (+$3.7B)

4% more funds holding

Funds holding: 874905 (+31)

0.43% less ownership

Funds ownership: 92.01%91.58% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 336

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
905
Holders Change
+31
Holders Change %
+3.55%
% of All Funds
13%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
106
Increased
323
Reduced
336
Closed
69
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
401
Fortem Financial Group
California
$1.41M +$7.21K +15 +0.5%
EF
402
Empirical Finance
Pennsylvania
$1.39M +$26.9K +56 +2%
PAS
403
Park Avenue Securities
New York
$1.38M -$28.4K -59 -2%
IFWM
404
Institute for Wealth Management
Colorado
$1.37M -$12.5K -26 -1%
NCM
405
Northwest Capital Management
Oregon
$1.34M
AWA
406
Arkadios Wealth Advisors
Georgia
$1.34M +$160K +332 +14%
SPC
407
Spirepoint Private Client
Florida
$1.33M -$5.29K -11 -0.4%
PA
408
Procyon Advisors
Connecticut
$1.32M +$123K +256 +11%
EGM
409
Engineers Gate Manager
New York
$1.31M -$4.56M -9,492 -79%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$1.3M -$2.88K -6 -0.2%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$1.3M +$17.8K +37 +1%
FTDI
412
First Trust Direct Indexing
Massachusetts
$1.3M +$60.6K +126 +5%
VWM
413
Venturi Wealth Management
Texas
$1.28M +$449K +935 +59%
HA
414
Harbor Advisors
Florida
$1.27M
PA
415
PFG Advisors
Arizona
$1.25M -$5.77K -12 -0.5%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M -$13.9K -29 -1%
FHB
417
First Hawaiian Bank
Hawaii
$1.22M +$651K +1,355 +129%
QI
418
Qtron Investments
Massachusetts
$1.22M +$157K +327 +16%
VF
419
Virtu Financial
New York
$1.22M +$1.15M +2,400 New
RWM
420
Ritholtz Wealth Management
New York
$1.2M -$1.92K -4 -0.2%
Verition Fund Management
421
Verition Fund Management
Connecticut
$1.2M +$28.8K +60 +3%
EFM
422
E Fund Management
China
$1.2M +$601K +1,250 +112%
HCM
423
Highview Capital Management
Illinois
$1.18M +$67.3K +140 +6%
SI
424
Stephens Inc
Arkansas
$1.16M -$151K -315 -12%
SIA
425
Schechter Investment Advisors
Michigan
$1.16M -$69.7K -145 -6%

IT Hedge Fund Activity: Q3 2024 in Review

905 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2024, worth a combined $35.8B — up 12% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IT positions and 69 closed out — a net gain of 37 holders — while 323 added to existing stakes and 336 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 905 institutional investors held Gartner (IT) as of Q3 2024, up from 874 in Q2 2024.
  • Funds reported $35.8B of Gartner stock for Q3 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Gartner positions in Q3 2024 and 69 closed out, a net change of +37 holders.
  • The largest Gartner buyer in Q3 2024 was Point72 Asset Management, an estimated $67.3M added.
  • The largest Gartner seller in Q3 2024 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.