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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
CICI
451
Capital Investment Counsel Inc
North Carolina
$939K
QI
452
Qtron Investments
Massachusetts
$932K
MWM
453
MorganRosel Wealth Management
Colorado
$923K -$122K -274 -12%
CCM
454
Coldstream Capital Management
Washington
$917K +$152K +341 +20%
JFG
455
Jefferies Financial Group
New York
$907K +$899K +2,020 New
Hudson Bay Capital Management
456
Hudson Bay Capital Management
Connecticut
$898K +$890K +2,000 New
KPWS
457
Kestra Private Wealth Services
Texas
$898K +$262K +589 +42%
AWM
458
Avitas Wealth Management
California
$894K -$52.9K -119 -6%
CF
459
Copperwynd Financial
Arizona
$889K +$134K +301 +20%
FWM
460
Fairhaven Wealth Management
Illinois
$872K +$338K +760 +64%
DZ Bank
461
DZ Bank
Germany
$872K -$81.9K -184 -9%
QC
462
Quadrature Capital
United Kingdom
$871K +$864K +1,943 New
PS
463
Principal Securities
Iowa
$871K +$91.7K +206 +12%
SA
464
SpiderRock Advisors
Delaware
$864K +$5.78K +13 +0.7%
Impax Asset Management Group
465
Impax Asset Management Group
United Kingdom
$855K
TWM
466
Thrive Wealth Management
Pennsylvania
$852K -$8.9K -20 -1%
VEA
467
Virtus ETF Advisers
New York
$847K +$116K +260 +16%
AO
468
Advisor OS
Illinois
$837K -$165K -371 -17%
AC
469
AXQ Capital
New Jersey
$837K +$490K +1,101 +144%
CIM
470
Contravisory Investment Management
Massachusetts
$836K -$12K -27 -1%
ETC
471
Exchange Traded Concepts
Oklahoma
$830K +$512K +1,150 +165%
CG
472
Caprock Group
Idaho
$829K +$381K +856 +86%
P
473
Pitcairn
Pennsylvania
$826K -$14.2K -32 -2%
VSQM
474
V-Square Quantitative Management
Illinois
$826K +$94.3K +212 +13%
TSW
475
Three Seasons Wealth
Utah
$825K +$36K +81 +5%

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.