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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
SCA
451
Snowden Capital Advisors
New York
$997K -$138K -288 -13%
AC
452
AXQ Capital
New Jersey
$994K +$46.6K +97 +5%
CIM
453
Contravisory Investment Management
Massachusetts
$993K +$47.6K +99 +5%
MAS
454
Meeder Advisory Services
Ohio
$983K +$90.4K +188 +11%
SA
455
SpiderRock Advisors
Delaware
$978K +$2.88K +6 +0.3%
BAM
456
Blueshift Asset Management
New Jersey
$972K +$923K +1,919 New
AFCM
457
Applied Finance Capital Management
Puerto Rico
$971K +$42.8K +89 +5%
CF
458
Copperwynd Financial
Arizona
$967K +$64.9K +135 +8%
Impax Asset Management Group
459
Impax Asset Management Group
United Kingdom
$965K
WPC
460
Wedmont Private Capital
Pennsylvania
$957K +$66.3K +138 +8%
PL
461
Perpetual Ltd
Australia
$955K +$63.5K +132 +8%
VEA
462
Virtus ETF Advisers
New York
$953K -$2.88K -6 -0.3%
TWM
463
Thrive Wealth Management
Pennsylvania
$951K -$10.6K -22 -1%
TSW
464
Three Seasons Wealth
Utah
$938K +$6.25K +13 +0.7%
AWM
465
Avitas Wealth Management
California
$936K -$69.2K -144 -7%
CG
466
Caprock Group
Idaho
$934K -$1.44K -3 -0.2%
WI
467
Wahed Invest
New York
$927K +$78.8K +164 +10%
VSQM
468
V-Square Quantitative Management
Illinois
$920K -$11.5K -24 -1%
KWA
469
Kingswood Wealth Advisors
California
$903K -$162K -338 -16%
GWM
470
Gibbs Wealth Management
Georgia
$899K +$57.7K +120 +7%
WSFS
471
Wilmington Savings Fund Society
Delaware
$897K +$851K +1,771 New
MCC
472
Money Concepts Capital
Florida
$892K +$108K +225 +15%
AO
473
Advisor OS
Illinois
$889K -$52.9K -110 -6%
FPW
474
Flagship Private Wealth
Massachusetts
$888K
HIIFS
475
Harel Insurance Investments & Financial Services
Israel
$887K

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.