Gartner
608 hedge funds and large institutions have $18.7B invested in Gartner in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 224 reducing their positions, and 49 closing their positions.
431% more call options, than puts
Call options by funds: $182M | Put options by funds: $34.2M
86% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 49
28% more capital invested
Capital invested by funds: $14.6B → $18.7B (+$4.1B)
6% more funds holding
Funds holding: 573 → 608 (+35)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.53% less ownership
Funds ownership: 90.33% → 89.81% (-0.53%)
10% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$198M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$110M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$96.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$63.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$393M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$339M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$262M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 5 |
JCM
Junto Capital Management
New York
|
-$64.3M |
IT Hedge Fund Activity: Q2 2021 in Review
608 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2021, worth a combined $18.7B — up 28% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new IT positions and 49 closed out — a net gain of 42 holders — while 202 added to existing stakes and 224 trimmed.
The largest buyer was Macquarie Group, adding an estimated $198M. The largest seller was Polen Capital Management, cutting an estimated $393M.
- 608 institutional investors held Gartner (IT) as of Q2 2021, up from 573 in Q1 2021.
- Funds reported $18.7B of Gartner stock for Q2 2021, up 28% quarter-over-quarter.
- 91 funds opened new Gartner positions in Q2 2021 and 49 closed out, a net change of +42 holders.
- The largest Gartner buyer in Q2 2021 was Macquarie Group, an estimated $198M added.
- The largest Gartner seller in Q2 2021 was Polen Capital Management, an estimated $393M sold.
Based on aggregated 13F filings for Q2 2021.