Gartner
762 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 294 increasing their positions, 274 reducing their positions, and 68 closing their positions.
80% more call options, than puts
Call options by funds: $38.9M | Put options by funds: $21.6M
16% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 68
1.87% more ownership
Funds ownership: 92.19% → 94.06% (+1.9%)
7% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 274
1% less funds holding
Funds holding: 766 → 762 (-4)
9% less capital invested
Capital invested by funds: $26.1B → $23.8B (-$2.3B)
33% less funds holding in top 10
Funds holding in top 10: 21 → 14 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$515M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$247M |
| 3 |
Millennium Management
New York
|
+$120M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$105M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$95.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$178M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$157M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$147M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$114M |
| 5 |
Man Group
London,
United Kingdom
|
-$90.8M |
IT Hedge Fund Activity: Q1 2023 in Review
762 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2023, worth a combined $23.8B — down 8.8% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IT positions and 68 closed out — a net gain of 11 holders — while 294 added to existing stakes and 274 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $515M. The largest seller was VOYA Investment Management, cutting an estimated $178M.
- 762 institutional investors held Gartner (IT) as of Q1 2023, down from 766 in Q4 2022.
- Funds reported $23.8B of Gartner stock for Q1 2023, down 8.8% quarter-over-quarter.
- 79 funds opened new Gartner positions in Q1 2023 and 68 closed out, a net change of +11 holders.
- The largest Gartner buyer in Q1 2023 was Envestnet Asset Management, an estimated $515M added.
- The largest Gartner seller in Q1 2023 was VOYA Investment Management, an estimated $178M sold.
Based on aggregated 13F filings for Q1 2023.