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905 hedge funds and large institutions have $35.8B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 323 increasing their positions, 336 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $15.3M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $32.1B → $35.8B (+$3.7B)

4% more funds holding

Funds holding: 874905 (+31)

0.43% less ownership

Funds ownership: 92.01%91.58% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 336

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
905
Holders Change
+31
Holders Change %
+3.55%
% of All Funds
13%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
106
Increased
323
Reduced
336
Closed
69
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$313M +$15.2M +31,677 +5%
Legal & General Group
27
Legal & General Group
United Kingdom
$309M +$17.9M +37,191 +6%
UBS AM
28
UBS AM
Illinois
$291M -$6.58M -13,691 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$257M -$7.33M -15,254 -3%
Charles Schwab
30
Charles Schwab
California
$248M +$1.77M +3,691 +0.8%
MAM
31
Madison Asset Management
Wisconsin
$236M +$18.1M +37,660 +9%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$234M +$54M +112,306 +32%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$195M +$13.6M +28,234 +8%
BG
34
Bollard Group
Massachusetts
$194M +$24.5K +51 +0%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$182M +$21.9M +45,657 +15%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$180M -$9.11M -18,946 -5%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$179M -$9.39M -19,525 -5%
American Century Companies
38
American Century Companies
Missouri
$173M +$3.23M +6,725 +2%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$162M +$13.7M +28,502 +10%
Wells Fargo
40
Wells Fargo
California
$157M -$11.5M -23,885 -7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$152M -$5.66M -11,783 -4%
N
42
Nuveen
North Carolina
$149M +$18.6M +38,612 +15%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$147M -$2.14M -4,445 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$143M -$15.1M -31,453 -10%
AI
45
Axiom Investors
Connecticut
$140M -$51.8M -107,712 -28%
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$125M -$3.41M -7,095 -3%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$124M +$17.6M +36,671 +18%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$117M +$14.8M +30,842 +15%
Swiss National Bank
49
Swiss National Bank
Switzerland
$117M -$48.1K -100 -0%
EAM
50
Eagle Asset Management
Florida
$114M -$9.38M -19,503 -9%

IT Hedge Fund Activity: Q3 2024 in Review

905 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2024, worth a combined $35.8B — up 12% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IT positions and 69 closed out — a net gain of 37 holders — while 323 added to existing stakes and 336 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 905 institutional investors held Gartner (IT) as of Q3 2024, up from 874 in Q2 2024.
  • Funds reported $35.8B of Gartner stock for Q3 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Gartner positions in Q3 2024 and 69 closed out, a net change of +37 holders.
  • The largest Gartner buyer in Q3 2024 was Point72 Asset Management, an estimated $67.3M added.
  • The largest Gartner seller in Q3 2024 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.