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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
RP
601
Riverwater Partners
Wisconsin
$348K
BCM
602
Bayesian Capital Management
New York
$345K +$342K +768 New
DC
603
Davenport & Co
Virginia
$344K +$95.2K +214 +39%
DWT
604
Dorsey & Whitney Trust
South Dakota
$344K +$25.8K +58 +8%
MC
605
Moors & Cabot
Massachusetts
$343K +$9.79K +22 +3%
DS
606
DRW Securities
Illinois
$340K +$337K +758 New
GC
607
GFG Capital
Florida
$339K -$1.78K -4 -0.5%
DM
608
Deerfield Management
New York
$339K +$335K +754 New
FCP
609
Fidelis Capital Partners
Florida
$336K -$35.1K -79 -10%
TIAA Trust, National Association
610
TIAA Trust, National Association
North Carolina
$336K +$1.78K +4 +0.5%
GS
611
GTS Securities
New York
$333K +$48K +108 +17%
HTC
612
Haverford Trust Company
Pennsylvania
$332K +$44K +99 +15%
OPCM
613
Osborne Partners Capital Management
California
$326K -$44.5K -100 -12%
TPI
614
Trust Point Inc
Wisconsin
$325K +$10.2K +23 +3%
AC
615
Avestar Capital
New York
$324K -$115K -259 -26%
RWB
616
RMR Wealth Builders
New Jersey
$320K -$6.23K -14 -2%
MG
617
Meritage Group
California
$320K +$59.2K +133 +23%
EFI
618
EHP Funds Inc
Canada
$314K -$178K -400 -36%
SACTSONJ
619
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$314K
AF
620
Allworth Financial
California
$314K -$71.2K -160 -19%
PAI
621
Pittenger & Anderson Inc
Nebraska
$312K
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$305K -$445 -1 -0.1%
RB
623
Renasant Bank
Mississippi
$305K
PCM
624
Permanent Capital Management
Illinois
$301K +$331K +745 New
IAS
625
Insigneo Advisory Services
Florida
$301K +$23.1K +52 +9%

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.