We are live on ! Find out more

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
FRM
551
Fox Run Management
Connecticut
$516K +$489K +1,018 New
AWM
552
Apollon Wealth Management
South Carolina
$514K +$79.3K +165 +19%
Capstone Investment Advisors
553
Capstone Investment Advisors
New York
$513K -$1.13M -2,347 -70%
SWA
554
Stratos Wealth Advisors
Ohio
$513K -$11.1K -23 -2%
JFG
555
Jefferies Financial Group
New York
$508K -$489K -1,018 -50%
WCM
556
Wallace Capital Management
Texas
$507K
BTI
557
Blue Trust Inc
Georgia
$506K +$337K +700 +164%
WAM
558
Wolverine Asset Management
Illinois
$498K
TCM
559
Teza Capital Management
Illinois
$496K +$471K +979 New
SC
560
Syon Capital
California
$495K -$2.88K -6 -0.6%
WBC
561
Westpac Banking Corp
Australia
$494K +$183K +381 +64%
NIM
562
NEOS Investment Management
Connecticut
$493K
SC
563
Savant Capital
Illinois
$486K +$47.6K +99 +12%
JIC
564
Johnson Investment Counsel
Ohio
$482K -$3.37K -7 -0.7%
CP
565
Castleview Partners
Texas
$481K -$3.37K -7 -0.7%
STA
566
Summit Trail Advisors
New York
$480K +$33.7K +70 +8%
CFG
567
Citizens Financial Group
Rhode Island
$480K +$76.4K +159 +20%
Marshall Wace
568
Marshall Wace
United Kingdom
$479K +$454K +945 New
HTC
569
Haverford Trust Company
Pennsylvania
$477K +$97.6K +203 +27%
FFM
570
Forum Financial Management
Illinois
$469K +$1.44K +3 +0.3%
ECM
571
Evergreen Capital Management
Washington
$468K +$444K +923 New
TAM
572
Trust Asset Management
Texas
$468K
TA
573
Tectonic Advisors
Texas
$465K
CT
574
ClearAlpha Technologies
Connecticut
$462K +$438K +911 New
FFA
575
Farther Finance Advisors
California
$458K -$25.5K -53 -6%

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.