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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
TA
576
Tectonic Advisors
Texas
$412K
HCA
577
Harbor Capital Advisors
Illinois
$401K +$2.23K +5 +0.6%
MA
578
MJP Associates
Connecticut
$400K -$59.6K -134 -13%
VFA
579
Valeo Financial Advisors
Indiana
$399K +$40.5K +91 +11%
STA
580
Summit Trail Advisors
New York
$394K -$5.34K -12 -1%
GM
581
GeoWealth Management
Illinois
$392K +$22.2K +50 +6%
AG
582
Ascent Group
Virginia
$391K -$445 -1 -0.1%
SRC
583
Shufro Rose & Co
New York
$390K +$30.3K +68 +9%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$388K -$189K -424 -33%
BMCM
585
Burns Matteson Capital Management
New York
$387K -$33.4K -75 -8%
SC
586
Savant Capital
Illinois
$386K -$2.67K -6 -0.7%
IWC
587
Integrated Wealth Concepts
Massachusetts
$386K -$460K -1,034 -55%
NAS
588
Nicolet Advisory Services
Wisconsin
$382K +$22.7K +51 +6%
AWM
589
Apollon Wealth Management
South Carolina
$381K +$24.5K +55 +7%
SFI
590
Siemens Fonds Invest
Germany
$369K -$3.56K -8 -1%
DJSG
591
D.J. St. Germain
Massachusetts
$365K +$5.34K +12 +2%
NRD
592
Nebula Research & Development
New York
$364K +$361K +811 New
CI
593
Cigna Investments
Connecticut
$362K
CFG
594
Citizens Financial Group
Rhode Island
$354K +$351K +788 New
HNB
595
Huntington National Bank
Ohio
$354K +$23.6K +53 +7%
ACA
596
Aptus Capital Advisors
Alabama
$353K +$16.9K +38 +5%
UF
597
Univest Financial
Pennsylvania
$350K +$347K +780 New
AFA
598
Arlington Financial Advisors
California
$350K +$347K +779 New
MG
599
MilWealth Group
Wisconsin
$348K -$49.4K -111 -13%
OWA
600
Opal Wealth Advisors
New York
$348K -$19.1K -43 -5%

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.