Gartner
573 hedge funds and large institutions have $14.6B invested in Gartner in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 221 increasing their positions, 179 reducing their positions, and 48 closing their positions.
106% more call options, than puts
Call options by funds: $50.1M | Put options by funds: $24.3M
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
60% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 48
23% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 179
11% more capital invested
Capital invested by funds: $13.2B → $14.6B (+$1.44B)
4% more funds holding
Funds holding: 549 → 573 (+24)
1.81% less ownership
Funds ownership: 92.14% → 90.33% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$141M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$58.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$38.1M |
| 4 |
JCM
Junto Capital Management
New York
|
+$31M |
| 5 |
Renaissance Technologies
New York
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$369M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$101M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$86.8M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$73.9M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$69.9M |
IT Hedge Fund Activity: Q1 2021 in Review
573 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2021, worth a combined $14.6B — up 11% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IT positions and 48 closed out — a net gain of 29 holders — while 221 added to existing stakes and 179 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $141M. The largest seller was Bares Capital Management, cutting an estimated $369M.
- 573 institutional investors held Gartner (IT) as of Q1 2021, up from 549 in Q4 2020.
- Funds reported $14.6B of Gartner stock for Q1 2021, up 11% quarter-over-quarter.
- 77 funds opened new Gartner positions in Q1 2021 and 48 closed out, a net change of +29 holders.
- The largest Gartner buyer in Q1 2021 was Waddell & Reed Financial, an estimated $141M added.
- The largest Gartner seller in Q1 2021 was Bares Capital Management, an estimated $369M sold.
Based on aggregated 13F filings for Q1 2021.