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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
SAM
526
Sompo Asset Management
Japan
$603K -$24K -50 -4%
AFC
527
AFT Forsyth & Company
Florida
$601K -$12K -25 -2%
Lido Advisors
528
Lido Advisors
California
$596K +$42.8K +89 +8%
HAG
529
HighPoint Advisor Group
Illinois
$593K -$20.2K -42 -3%
DFCM
530
Dark Forest Capital Management
Puerto Rico
$581K +$551K +1,146 New
BTWM
531
Baker Tilly Wealth Management
Wisconsin
$580K +$21.6K +45 +4%
TCA
532
Transcend Capital Advisors
New Jersey
$578K
TP
533
Tranquility Partners
Tennessee
$577K -$12K -25 -2%
FHA
534
First Horizon Advisors
Tennessee
$573K -$8.65K -18 -2%
WI
535
WrapManager Inc
California
$569K -$97.6K -203 -15%
GC
536
Globeflex Capital
California
$565K
ETC
537
Exchange Traded Concepts
Oklahoma
$564K -$354K -736 -40%
KMWM
538
Keudell/Morrison Wealth Management
Oregon
$564K
DADC
539
D.A. Davidson & Co
Montana
$561K +$21.6K +45 +4%
DAS
540
Diversify Advisory Services
Utah
$561K -$46.2K -96 -8%
HKIMG
541
Hutchens & Kramer Investment Management Group
Indiana
$560K -$36.1K -75 -6%
RA
542
RFG Advisory
Alabama
$548K -$11.5K -24 -2%
LCM
543
Liberty Capital Management
Michigan
$547K
MCM
544
Monument Capital Management
Virginia
$534K -$481 -1 -0.1%
Walleye Capital
545
Walleye Capital
New York
$533K -$173K -359 -25%
GI
546
GAMMA Investing
California
$533K +$187K +390 +59%
HI
547
Horizon Investments
North Carolina
$529K -$92.3K -192 -16%
EWA
548
EP Wealth Advisors
California
$528K +$500K +1,041 New
UWS
549
Unique Wealth Strategies
Illinois
$523K +$38K +79 +8%
ACM
550
Aster Capital Management
United Arab Emirates
$520K +$493K +1,026 New

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.