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337 hedge funds and large institutions have $6.74B invested in Gartner in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 328337 (+9)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.18% less ownership

Funds ownership: 92.78%92.6% (-0.18%)

3% less capital invested

Capital invested by funds: $6.93B → $6.74B (-$188M)

18% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.95M

Holders
337
Holders Change
+9
Holders Change %
+2.74%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
127
Reduced
117
Closed
28
Calls
$1.59M
Puts
$1.95M
Net Calls
-$355K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$61.1M +$12.1M +142,756 +26%
Invesco
27
Invesco
Georgia
$60.5M +$12.2M +144,267 +27%
CWAM
28
Columbia Wanger Asset Management
Illinois
$57.5M +$54.4M +643,000 New
Fidelity International
29
Fidelity International
Bermuda
$43.4M -$227K -2,689 -0.6%
RA
30
Royce & Associates
New York
$42.8M -$7.07M -83,600 -15%
FCM
31
Frontier Capital Management
Massachusetts
$41.8M +$4.11M +48,570 +12%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$41.5M +$8.51M +100,702 +28%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$41.2M -$11.4M -134,638 -23%
Wells Fargo
34
Wells Fargo
California
$40.5M -$769K -9,098 -2%
ACM
35
Apex Capital Management
Ohio
$40.3M +$299K +3,541 +0.8%
BG
36
BlackRock Group
United Kingdom
$39.6M +$681K +8,058 +2%
Goldman Sachs
37
Goldman Sachs
New York
$38.1M -$14.9M -176,277 -29%
Swiss National Bank
38
Swiss National Bank
Switzerland
$37.8M +$4.96M +58,700 +15%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$36.9M -$3.79M -44,775 -10%
Bank of America
40
Bank of America
North Carolina
$33.1M -$8.41M -99,436 -21%
NFA
41
Nationwide Fund Advisors
Ohio
$32.6M -$156K -1,845 -0.5%
Ameriprise
42
Ameriprise
Minnesota
$30.1M -$1.97M -23,344 -6%
HP
43
Hosking Partners
United Kingdom
$26.9M +$1.89M +22,338 +8%
TCIM
44
TIAA CREF Investment Management
New York
$26.1M +$217K +2,562 +0.9%
UBS AM
45
UBS AM
Illinois
$25.2M -$1.06M -12,511 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$24.7M -$1.25M -14,800 -5%
Principal Financial Group
47
Principal Financial Group
Iowa
$24.7M +$991K +11,719 +4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$24.2M +$2.97M +35,100 +15%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$24.2M +$1.7M +20,101 +8%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$23.9M +$1.22M +14,482 +6%

IT Hedge Fund Activity: Q1 2016 in Review

337 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2016, worth a combined $6.74B — down 2.7% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IT positions and 28 closed out — a net gain of 9 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $54.4M. The largest seller was Artisan Partners, cutting an estimated $55.1M.

  • 337 institutional investors held Gartner (IT) as of Q1 2016, up from 328 in Q4 2015.
  • Funds reported $6.74B of Gartner stock for Q1 2016, down 2.7% quarter-over-quarter.
  • 37 funds opened new Gartner positions in Q1 2016 and 28 closed out, a net change of +9 holders.
  • The largest Gartner buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $54.4M added.
  • The largest Gartner seller in Q1 2016 was Artisan Partners, an estimated $55.1M sold.

Based on aggregated 13F filings for Q1 2016.