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Gartner
IT

690 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 239 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 59

9% more capital invested

Capital invested by funds: $23.1B → $25.1B (+$2B)

7% more funds holding

Funds holding: 645 → 690 (+45)

1.79% more ownership

Funds ownership: 90.86% → 92.65% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 243

36% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $65M

Holders
690
Holders Change
+45
Holders Change %
+6.98%
% of All Funds
10.62%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
115
Increased
239
Reduced
243
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$198M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$112M
3
Invesco
Invesco
Georgia
+$86.3M
4
Ameriprise
Ameriprise
Minnesota
+$70.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$50.8M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$222M
2
GIM
Generation Investment Management
United Kingdom
-$197M
3
ACM
Atlanta Capital Management
Georgia
-$120M
4
Harris Associates
Harris Associates
Illinois
-$87.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$84.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$168M +$335K +1,041 +0.2%
Charles Schwab
27
Charles Schwab
California
$154M -$2.01M -6,237 -1%
Wells Fargo
28
Wells Fargo
California
$150M -$37.8M -117,461 -21%
Morgan Stanley
29
Morgan Stanley
New York
$145M -$14.8M -46,155 -10%
TCM
30
TimesSquare Capital Management
New York
$143M -$38.3M -119,100 -22%
Prudential Financial
31
Prudential Financial
New Jersey
$137M +$50.8M +157,949 +63%
BG
32
Bollard Group
Massachusetts
$126M +$144K +449 +0.1%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$122M +$2.59M +8,044 +2%
UBS AM
34
UBS AM
Illinois
$119M -$1.83M -5,683 -2%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$116M -$1.12M -3,494 -1%
PPA
36
Parametric Portfolio Associates
Washington
$116M +$6.27M +19,491 +6%
Ameriprise
37
Ameriprise
Minnesota
$114M +$70.7M +219,924 +180%
ACA
38
Anchor Capital Advisors
Massachusetts
$113M -$2.53M -7,855 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$108M -$3.16M -9,813 -3%
N
40
Nuveen
North Carolina
$106M +$11.6M +36,087 +13%
Swiss National Bank
41
Swiss National Bank
Switzerland
$106M -$7.23M -22,500 -7%
AI
42
Axiom Investors
Connecticut
$102M +$43.3M +134,627 +79%
Millennium Management
43
Millennium Management
New York
$100M +$46.8M +145,573 +94%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$99.5M +$13.3M +41,497 +16%
MAM
45
Madison Asset Management
Wisconsin
$93.7M -$20.8M -64,676 -19%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$91.9M -$19M -58,937 -18%
SI
47
Scout Investments
Missouri
$91.2M +$39.7M +123,354 +83%
Citadel Advisors
48
Citadel Advisors
Florida
$89M +$18.2M +56,703 +27%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$88.6M +$1.31M +4,079 +2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$88.5M +$29.5M +91,614 +53%
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IT Hedge Fund Activity: Q4 2021 in Review

690 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2021, worth a combined $25.1B — up 8.7% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IT positions and 59 closed out — a net gain of 56 holders — while 239 added to existing stakes and 243 trimmed.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Macquarie Group, cutting an estimated $222M.

  • 690 institutional investors held Gartner (IT) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $25.1B of Gartner stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 115 funds opened new Gartner positions in Q4 2021 and 59 closed out, a net change of +56 holders.
  • The largest Gartner buyer in Q4 2021 was BlackRock, an estimated $198M added.
  • The largest Gartner seller in Q4 2021 was Macquarie Group, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.