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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
SIA
426
Schechter Investment Advisors
Michigan
$1.09M -$11.1K -25 -1%
FTDI
427
First Trust Direct Indexing
Massachusetts
$1.09M +$230K +516 +27%
RWM
428
Ritholtz Wealth Management
New York
$1.07M -$117K -262 -10%
ET
429
Equitable Trust
Tennessee
$1.06M -$46.7K -105 -4%
PA
430
Procyon Advisors
Connecticut
$1.05M +$16.5K +37 +2%
Verition Fund Management
431
Verition Fund Management
Connecticut
$1.04M -$76.1K -171 -7%
AWA
432
Arkadios Wealth Advisors
Georgia
$1.04M +$176K +396 +21%
P
433
&Partners
Tennessee
$1.02M +$1.02M +2,282 New
SAM
434
Strategy Asset Managers
California
$1.02M +$1.3M +2,925 New
SPWG
435
Syntegra Private Wealth Group
Missouri
$1.01M +$132K +296 +15%
SCA
436
Snowden Capital Advisors
New York
$1.01M -$7.12K -16 -0.7%
WFC
437
Western Financial Corp
California
$1.01M +$20.9K +47 +2%
RCA
438
Resonant Capital Advisors
Wisconsin
$1M +$80.1K +180 +9%
BPA
439
Beacon Pointe Advisors
California
$1M -$134K -301 -12%
AAM
440
Advisors Asset Management
Colorado
$1M +$81K +182 +9%
Nomura Holdings
441
Nomura Holdings
Japan
$991K +$704K +1,583 +254%
CC
442
Chicago Capital
Illinois
$988K
PIM
443
Plato Investment Management
Australia
$987K
HCM
444
Highview Capital Management
Illinois
$983K +$102K +229 +12%
MIM
445
Martin Investment Management
Florida
$975K
TMAM
446
Tokio Marine Asset Management
Japan
$971K -$12.9K -29 -1%
BCM
447
Buckhead Capital Management
Georgia
$956K
KWA
448
Kingswood Wealth Advisors
California
$952K +$93.4K +210 +11%
Squarepoint
449
Squarepoint
New York
$945K -$4.45K -10 -0.5%
COI
450
Connable Office Inc
Michigan
$943K

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.