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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
PCS
476
Personal CFO Solutions
New Jersey
$883K +$6.25K +13 +0.8%
DWM
477
Diversify Wealth Management
Utah
$882K -$51.4K -107 -6%
MWM
478
MorganRosel Wealth Management
Colorado
$878K -$156K -324 -16%
EI
479
Ellevest Inc
New York
$872K +$27.9K +58 +3%
EGWAG
480
Elwood & Goetz Wealth Advisory Group
Georgia
$869K
PAI
481
Pittenger & Anderson Inc
Nebraska
$867K +$488K +1,015 +146%
SFA
482
Sequoia Financial Advisors
Ohio
$862K +$186K +387 +29%
CIS
483
Custom Index Systems
New York
$857K +$313K +652 +63%
QIM
484
Quantitative Investment Management
Virginia
$854K +$256K +532 +46%
OAM
485
Ostrum Asset Management
France
$848K -$18.7K -39 -2%
AAS
486
Avantax Advisory Services
Texas
$844K +$226K +471 +39%
PA
487
Profund Advisors
Maryland
$817K -$16.3K -34 -2%
GA
488
Gateway Advisory
New Jersey
$814K -$27.9K -58 -3%
GT
489
Greenleaf Trust
Michigan
$813K +$31.2K +65 +4%
SWP
490
Stratos Wealth Partners
Ohio
$810K -$37.5K -78 -5%
SC
491
Sierra Capital
Florida
$791K +$750K +1,561 New
GS
492
GTS Securities
New York
$787K +$390K +812 +110%
MYAM
493
Meiji Yasuda Asset Management
Japan
$778K +$12.5K +26 +2%
CCA
494
Checchi Capital Advisers
California
$778K +$2.88K +6 +0.4%
P
495
Pitcairn
Pennsylvania
$766K -$157K -327 -18%
NP
496
NorthRock Partners
Minnesota
$760K +$29.8K +62 +4%
CANY
497
Caxton Associates (New York)
New York
$756K +$717K +1,491 New
CNBT
498
Canandaigua National Bank & Trust
New York
$750K -$80.8K -168 -10%
HWM
499
HB Wealth Management
Georgia
$743K +$123K +255 +21%
OIA
500
OneDigital Investment Advisors
Kansas
$741K -$66.3K -138 -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.