Gartner
377 hedge funds and large institutions have $7.35B invested in Gartner in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 16 closing their positions.
269% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 16
35% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 111
12% more funds holding
Funds holding: 337 → 377 (+40)
9% more capital invested
Capital invested by funds: $6.74B → $7.35B (+$604M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.17% less ownership
Funds ownership: 92.6% → 91.43% (-1.2%)
34% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.9M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$39.5M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$38.9M |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
+$28.8M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$73M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$41.6M |
| 4 |
BAMCO Inc
New York
|
-$35.2M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$32.4M |
IT Hedge Fund Activity: Q2 2016 in Review
377 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2016, worth a combined $7.35B — up 9% from $6.74B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IT positions and 16 closed out — a net gain of 43 holders — while 150 added to existing stakes and 111 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $40.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $104M.
- 377 institutional investors held Gartner (IT) as of Q2 2016, up from 337 in Q1 2016.
- Funds reported $7.35B of Gartner stock for Q2 2016, up 9% quarter-over-quarter.
- 59 funds opened new Gartner positions in Q2 2016 and 16 closed out, a net change of +43 holders.
- The largest Gartner buyer in Q2 2016 was Wellington Management Group, an estimated $40.9M added.
- The largest Gartner seller in Q2 2016 was T. Rowe Price Associates, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2016.