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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
GT
501
Greenleaf Trust
Michigan
$691K +$6.23K +14 +0.9%
VWM
502
VCI Wealth Management
Missouri
$691K +$230K +517 +51%
MCC
503
Money Concepts Capital
Florida
$690K +$77K +173 +13%
CCA
504
Checchi Capital Advisers
California
$687K +$8.9K +20 +1%
SCM
505
Spreng Capital Management
Ohio
$680K
MYAM
506
Meiji Yasuda Asset Management
Japan
$678K +$87.2K +196 +15%
ASN
507
Advisory Services Network
Georgia
$666K -$501K -1,127 -43%
PRC
508
Pearl River Capital
Michigan
$661K +$655K +1,472 New
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$650K +$646K +1,451 New
IP
510
Intellectus Partners
California
$646K -$47.6K -107 -7%
NP
511
NorthRock Partners
Minnesota
$645K -$2.67K -6 -0.4%
RJT
512
Raymond James Trust
Florida
$635K -$104K -234 -14%
Walleye Capital
513
Walleye Capital
New York
$634K +$161K +361 +34%
AP
514
Americana Partners
Texas
$632K +$139K +312 +28%
TCM
515
Twin Capital Management
Pennsylvania
$620K +$614K +1,381 New
EWA
516
Exencial Wealth Advisors
Oklahoma
$614K -$12.5K -28 -2%
HAG
517
HighPoint Advisor Group
Illinois
$608K +$6.67K +15 +1%
BMCM
518
Bryn Mawr Capital Management
Pennsylvania
$603K -$35.1K -79 -6%
WI
519
WrapManager Inc
California
$595K -$30.7K -69 -5%
AWM
520
Accurate Wealth Management
Florida
$595K -$25.8K -58 -4%
SFA
521
Sequoia Financial Advisors
Ohio
$590K +$34.3K +77 +6%
XT
522
XTX Topco
Cayman Islands
$582K -$69.9K -157 -11%
OWMIAS
523
One Wealth Management Investment & Advisory Services
Florida
$571K +$14.7K +33 +3%
GC
524
Gilbert & Cook
Iowa
$568K -$62.3K -140 -10%
S
525
SignatureFD
Georgia
$562K -$75.6K -170 -12%

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.