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Gartner
IT

314 hedge funds and large institutions have $6.57B invested in Gartner in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

9% more funds holding

Funds holding: 287 → 314 (+27)

2.59% more ownership

Funds ownership: 90.28% → 92.87% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $6.61B → $6.57B (-$46.2M)

24% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 122

82% less call options, than puts

Call options by funds: $540K | Put options by funds: $2.92M

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
56
Increased
93
Reduced
122
Closed
26
Calls
$540K
Puts
$2.92M
Net Calls
-$2.38M
Net Calls Change
+$2.1M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$25.8M
2
Select Equity Group
Select Equity Group
New York
+$22.3M
3
BFA
BlackRock Fund Advisors
California
+$20.7M
4
BG
BlackRock Group
United Kingdom
+$20.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$58M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
-$52.9M
4
William Blair & Company
William Blair & Company
Illinois
-$42.2M
5
Morgan Stanley
Morgan Stanley
New York
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$45.6M +$1.05M +12,268 +2%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$43.6M -$977K -11,400 -2%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$41.1M +$1.35M +15,800 +3%
Wells Fargo
29
Wells Fargo
California
$40.8M +$1.5M +17,524 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$39.8M +$11.1M +128,913 +38%
MAA
31
Managed Account Advisors
New Jersey
$38.2M -$4M -46,671 -9%
ACM
32
Apex Capital Management
Ohio
$36.8M +$1.79M +20,912 +5%
Renaissance Technologies
33
Renaissance Technologies
New York
$35.9M -$21.7M -253,558 -38%
FCM
34
Frontier Capital Management
Massachusetts
$35.3M -$205K -2,395 -0.6%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$34M -$2.62M -30,586 -7%
Ameriprise
36
Ameriprise
Minnesota
$32.8M -$2.89M -33,660 -8%
BG
37
BlackRock Group
United Kingdom
$32.6M +$20.5M +239,131 +169%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$32.1M +$138K +1,604 +0.4%
NFA
39
Nationwide Fund Advisors
Ohio
$27.8M -$2.78M -32,448 -9%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$25.9M +$1.27M +14,800 +5%
BCM
41
Bares Capital Management
Texas
$25.9M +$25.8M +301,494 New
Fidelity International
42
Fidelity International
Bermuda
$25.5M +$2.02M +23,510 +9%
TCIM
43
TIAA CREF Investment Management
New York
$23.7M -$3.51M -40,886 -13%
CS
44
Credit Suisse
Switzerland
$23.3M +$2.33M +27,175 +11%
Select Equity Group
45
Select Equity Group
New York
$22.3M +$22.3M +259,582 New
Principal Financial Group
46
Principal Financial Group
Iowa
$21.9M +$895K +10,435 +4%
SC
47
Saturna Capital
Washington
$21.6M – – –
BIM
48
BlackRock Investment Management
Delaware
$21.5M +$981K +11,439 +5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$20.2M +$393K +4,580 +2%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$19.6M +$19.5M +227,941 New
1
2
3 4 5

IT Hedge Fund Activity: Q2 2015 in Review

314 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2015, worth a combined $6.57B — down 0.7% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IT positions and 26 closed out — a net gain of 30 holders — while 93 added to existing stakes and 122 trimmed.

The largest buyer was Bares Capital Management, opening a new position worth an estimated $25.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $71.9M.

  • 314 institutional investors held Gartner (IT) as of Q2 2015, up from 287 in Q1 2015.
  • Funds reported $6.57B of Gartner stock for Q2 2015, down 0.7% quarter-over-quarter.
  • 56 funds opened new Gartner positions in Q2 2015 and 26 closed out, a net change of +30 holders.
  • The largest Gartner buyer in Q2 2015 was Bares Capital Management, an estimated $25.8M added.
  • The largest Gartner seller in Q2 2015 was T. Rowe Price Associates, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2015.