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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
KMWM
551
Keudell/Morrison Wealth Management
Oregon
$499K
RA
552
RFG Advisory
Alabama
$497K -$222K -498 -31%
BTWM
553
Baker Tilly Wealth Management
Wisconsin
$494K -$896K -2,013 -65%
Lido Advisors
554
Lido Advisors
California
$488K +$78.3K +176 +19%
LCM
555
Liberty Capital Management
Michigan
$485K
DADC
556
D.A. Davidson & Co
Montana
$477K
MCM
557
Monument Capital Management
Virginia
$474K +$5.78K +13 +1%
FHB
558
First Hawaiian Bank
Hawaii
$473K +$5.78K +13 +1%
CIS
559
Custom Index Systems
New York
$467K +$14.2K +32 +3%
SWA
560
Stratos Wealth Advisors
Ohio
$465K -$211K -474 -31%
UWS
561
Unique Wealth Strategies
Illinois
$454K
Renaissance Technologies
562
Renaissance Technologies
New York
$453K -$32.2M -72,300 -99%
WCM
563
Wallace Capital Management
Texas
$449K
IAA
564
Independent Advisor Alliance
North Carolina
$448K +$32K +72 +8%
NMM
565
Naples Money Management
Florida
$441K
SC
566
Syon Capital
California
$441K +$11.1K +25 +3%
WAM
567
Wolverine Asset Management
Illinois
$441K
WAG
568
Wallace Advisory Group
California
$440K +$10.2K +23 +2%
NIM
569
NEOS Investment Management
Connecticut
$436K
JIC
570
Johnson Investment Counsel
Ohio
$430K -$15.6K -35 -4%
CP
571
Castleview Partners
Texas
$429K -$29.8K -67 -7%
CM
572
Capula Management
Cayman Islands
$428K +$139K +312 +49%
FFA
573
Farther Finance Advisors
California
$422K +$142K +320 +50%
TAM
574
Trust Asset Management
Texas
$414K
FFM
575
Forum Financial Management
Illinois
$414K

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.