Gartner
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.
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: 8 → 9 (+1)
4% more funds holding
Funds holding: 395 → 410 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$464M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$247M |
| 3 |
State Street
Boston,
Massachusetts
|
+$101M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$75.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$68.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$232M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$38.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$33.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$26M |
| 5 |
Bank of New York Mellon
New York
|
-$24.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
451
Clinton Group
New York
| – | -$228K | -2,107 | Closed |
|
|
ST
452
Spot Trading
Chicago,
Illinois
| – | -$213K | -1,971 | Closed |
|
|
CAG
453
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$101K | -886 | Closed |
|
454
First Manhattan
New York
| – | -$37K | -347 | Closed |
|
|
MAM
455
Meeder Asset Management
Dublin,
Ohio
| – | -$31K | -291 | Closed |
|
|
BIG
456
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$20K | -188 | Closed |
|
|
WCBA
457
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| – | -$14K | -130 | Closed |
|
|
WA
458
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$8K | -73 | Closed |
|
|
ACS
459
Archford Capital Strategies
Swansea,
Illinois
| – | -$4K | -41 | Closed |
|
|
CFG
460
Citizens Financial Group
Providence,
Rhode Island
| – | -$4K | -34 | Closed |
|
|
SPIA
461
Steward Partners Investment Advisory
New York
| – | -$3K | -32 | Closed |
|
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.