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Gartner
IT

262 hedge funds and large institutions have $6B invested in Gartner in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.71M

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 264 → 262 (-2)

0.83% less ownership

Funds ownership: 94.99% → 94.16% (-0.83%)

3% less capital invested

Capital invested by funds: $6.21B → $6B (-$208M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
97
Reduced
93
Closed
24
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.16M
Net Calls Change
-$20.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$70.4M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.5M
3
TCM
TimesSquare Capital Management
New York
+$39.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.5M
5
Fidelity International
Fidelity International
Bermuda
+$22.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.8M
2
Jennison Associates
Jennison Associates
New York
-$54.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$53.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$49.8M +$2.37M +34,222 +5%
Wells Fargo
27
Wells Fargo
California
$46.9M -$608K -8,783 -1%
Ameriprise
28
Ameriprise
Minnesota
$46.1M -$3M -43,385 -6%
MAA
29
Managed Account Advisors
New Jersey
$43.9M -$3.4M -49,080 -7%
ACM
30
Apex Capital Management
Ohio
$40.9M +$1.52M +21,986 +4%
Invesco
31
Invesco
Georgia
$38.1M -$9.17M -132,553 -19%
N
32
Nuveen
North Carolina
$37.9M +$2.24M +32,309 +6%
FCM
33
Frontier Capital Management
Massachusetts
$37.9M -$13.1M -189,549 -26%
MSA
34
Mason Street Advisors
Wisconsin
$35.6M +$9.36M +135,233 +36%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$33.7M +$145K +2,100 +0.4%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$31.1M +$1.07M +15,466 +4%
KCM
37
Kames Capital Management
United Kingdom
$27M +$514K +7,430 +2%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$24.3M -$23.5M -339,120 -49%
Canada Life
39
Canada Life
Manitoba, Canada
$24.3M -$2.91M -42,000 -11%
Fidelity International
40
Fidelity International
Bermuda
$22.7M +$22.7M +327,431 New
RIM
41
Rainier Investment Management
Washington
$21.6M -$22.8M -330,040 -51%
Goldman Sachs
42
Goldman Sachs
New York
$21.6M +$5.71M +82,487 +36%
TCIM
43
TIAA CREF Investment Management
New York
$21.5M -$1.07M -15,478 -5%
SC
44
Saturna Capital
Washington
$20.9M – – –
OAC
45
OMERS Administration Corp
Ontario, Canada
$20.6M +$8.72M +126,100 +74%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$20.2M – – –
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$19.4M +$851K +12,300 +4%
EBIM
48
Eagle Boston Investment Management
Massachusetts
$17.8M -$18M -260,496 -50%
BIM
49
BlackRock Investment Management
Delaware
$17.7M -$220K -3,175 -1%
GC
50
Guggenheim Capital
Illinois
$17.3M +$14.9M +214,693 +617%
1
2
3 4 5

IT Hedge Fund Activity: Q1 2014 in Review

262 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2014, worth a combined $6B — down 3.3% from $6.21B a quarter earlier.

Fund positioning in IT was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 97 added to existing stakes and 93 trimmed.

The largest buyer was William Blair & Company, adding an estimated $70.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.8M.

  • 262 institutional investors held Gartner (IT) as of Q1 2014, down from 264 in Q4 2013.
  • Funds reported $6B of Gartner stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 24 funds opened new Gartner positions in Q1 2014 and 24 closed out, a net change of 0 holders.
  • The largest Gartner buyer in Q1 2014 was William Blair & Company, an estimated $70.4M added.
  • The largest Gartner seller in Q1 2014 was T. Rowe Price Associates, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2014.