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874 hedge funds and large institutions have $32.1B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 309 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $16.3M

8% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 84

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 309

0.29% more ownership

Funds ownership: 91.71%92.01% (+0.29%)

1% less funds holding

Funds holding: 880874 (-6)

6% less capital invested

Capital invested by funds: $34B → $32.1B (-$1.94B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
874
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.62%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
91
Increased
333
Reduced
309
Closed
84
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$264M +$56.6M +127,323 +28%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$263M +$25.3M +56,908 +11%
Legal & General Group
28
Legal & General Group
United Kingdom
$257M -$1M -2,257 -0.4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$234M -$3.3M -7,419 -1%
Charles Schwab
30
Charles Schwab
California
$218M +$6.08M +13,655 +3%
MAM
31
Madison Asset Management
Wisconsin
$192M +$17.1M +38,375 +10%
AI
32
Axiom Investors
Connecticut
$172M -$147M -330,869 -46%
BG
33
Bollard Group
Massachusetts
$172M +$335K +752 +0.2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$168M -$34.7M -78,063 -17%
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$167M +$9.06M +20,356 +6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$160M +$5.64M +12,670 +4%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$157M -$29M -65,215 -16%
American Century Companies
38
American Century Companies
Missouri
$150M +$6.33M +14,220 +4%
Wells Fargo
39
Wells Fargo
California
$150M +$6.58M +14,781 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$141M +$25.5M +57,414 +22%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$141M +$24.5M +55,019 +21%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$140M -$8.65M -19,446 -6%
Amundi
43
Amundi
France
$140M +$17.1M +38,502 +14%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$132M -$1.14M -2,573 -0.9%
Fayez Sarofim & Co
45
Fayez Sarofim & Co
Texas
$130M +$29.8M +66,882 +30%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$117M -$620K -1,394 -0.5%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$115M +$3.88M +8,726 +4%
N
48
Nuveen
North Carolina
$115M +$5.99M +13,453 +6%
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$114M -$15.4M -34,652 -12%
Millennium Management
50
Millennium Management
New York
$108M -$5.11M -11,479 -5%

IT Hedge Fund Activity: Q2 2024 in Review

874 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2024, worth a combined $32.1B — down 5.7% from $34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IT positions and 84 closed out — a net gain of 7 holders — while 333 added to existing stakes and 309 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $149M.

  • 874 institutional investors held Gartner (IT) as of Q2 2024, down from 880 in Q1 2024.
  • Funds reported $32.1B of Gartner stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 91 funds opened new Gartner positions in Q2 2024 and 84 closed out, a net change of +7 holders.
  • The largest Gartner buyer in Q2 2024 was Sustainable Growth Advisers, an estimated $264M added.
  • The largest Gartner seller in Q2 2024 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.