Gartner
437 hedge funds and large institutions have $13.6B invested in Gartner in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 69 closing their positions.
20% more capital invested
Capital invested by funds: $11.3B → $13.6B (+$2.3B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2.39% more ownership
Funds ownership: 98.02% → 100.41% (+2.4%)
6% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 157
4% less funds holding
Funds holding: 457 → 437 (-20)
22% less call options, than puts
Call options by funds: $15.2M | Put options by funds: $19.6M
28% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$203M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$58M |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
+$41.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$57.6M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$45.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$39.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$32.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
AssetMark Inc
Concord,
California
| – | -$3K | -22 | Closed |
|
|
BC
502
Barnett & Company
Chattanooga,
Tennessee
| – | -$3K | -21 | Closed |
|
|
GWS
503
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -16 | Closed |
|
|
RA
504
Royce & Associates
New York
| – | -$1K | -7 | Closed |
|
505
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$1K | -4 | Closed |
|
|
TWA
506
TCI Wealth Advisors
Tucson,
Arizona
| – | -$555 | -4 | -57% |
|
IT Hedge Fund Activity: Q1 2019 in Review
437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2019, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of IT and 50 opened new positions — a net loss of 19 holders — while 157 trimmed existing stakes and 147 added.
The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was TimesSquare Capital Management, cutting an estimated $57.6M.
- 437 institutional investors held Gartner (IT) as of Q1 2019, down from 457 in Q4 2018.
- Funds reported $13.6B of Gartner stock for Q1 2019, up 20% quarter-over-quarter.
- 50 funds opened new Gartner positions in Q1 2019 and 69 closed out, a net change of -19 holders.
- The largest Gartner buyer in Q1 2019 was Morgan Stanley, an estimated $203M added.
- The largest Gartner seller in Q1 2019 was TimesSquare Capital Management, an estimated $57.6M sold.
Based on aggregated 13F filings for Q1 2019.