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328 hedge funds and large institutions have $6.93B invested in Gartner in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $6.37B → $6.93B (+$559M)

1% more funds holding

Funds holding: 324328 (+4)

0.73% more ownership

Funds ownership: 92.04%92.78% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.63M

Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
151
Reduced
86
Closed
26
Calls
$1.06M
Puts
$1.63M
Net Calls
-$565K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$51M -$13.5M -151,900 -21%
ACH
27
ArrowMark Colorado Holdings
Colorado
$50.7M -$8.37M -94,496 -14%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$49.1M +$40.4K +456 +0.1%
Invesco
29
Invesco
Georgia
$48.3M +$704K +7,951 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$47.2M +$1.78M +20,134 +4%
Fidelity International
31
Fidelity International
Bermuda
$44.3M +$62.9K +710 +0.1%
Bank of America
32
Bank of America
North Carolina
$42.6M -$2.81M -31,745 -6%
Wells Fargo
33
Wells Fargo
California
$42M +$1.32M +14,961 +3%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$41.5M +$8.99M +101,568 +29%
ACM
35
Apex Capital Management
Ohio
$40.5M +$99.1K +1,119 +0.3%
BG
36
BlackRock Group
United Kingdom
$39.5M +$4.67M +52,779 +14%
FCM
37
Frontier Capital Management
Massachusetts
$38M +$456K +5,153 +1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$34.7M +$20.8M +234,659 +158%
NFA
39
Nationwide Fund Advisors
Ohio
$33.2M +$4.45M +50,198 +16%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$33M +$613K +6,924 +2%
Ameriprise
41
Ameriprise
Minnesota
$32.7M -$1.81M -20,456 -5%
Select Equity Group
42
Select Equity Group
New York
$27.9M +$3.87M +43,697 +17%
UBS AM
43
UBS AM
Illinois
$26.7M +$3.66M +41,278 +16%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$26.4M -$230K -2,600 -0.9%
TCIM
45
TIAA CREF Investment Management
New York
$26.3M +$1.45M +16,340 +6%
HP
46
Hosking Partners
United Kingdom
$25.3M +$321K +3,626 +1%
Principal Financial Group
47
Principal Financial Group
Iowa
$24M +$560K +6,319 +2%
Canada Life
48
Canada Life
Manitoba, Canada
$23.6M +$2.25M +25,355 +11%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$23.3M +$3.56M +40,194 +19%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$22.9M +$1.24M +13,994 +6%

IT Hedge Fund Activity: Q4 2015 in Review

328 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2015, worth a combined $6.93B — up 8.8% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IT positions and 26 closed out — a net gain of 8 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 328 institutional investors held Gartner (IT) as of Q4 2015, up from 324 in Q3 2015.
  • Funds reported $6.93B of Gartner stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 34 funds opened new Gartner positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Gartner buyer in Q4 2015 was Royal Bank of Canada, an estimated $46.6M added.
  • The largest Gartner seller in Q4 2015 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2015.