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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
CG
601
Cynosure Group
Utah
$397K -$1.55M -3,226 -80%
WANY
602
Wealthspire Advisors (New York)
New York
$395K +$67.3K +140 +22%
AFA
603
Arlington Financial Advisors
California
$395K
JF
604
Jump Financial
Illinois
$394K -$883K -1,836 -70%
RP
605
Riverwater Partners
Wisconsin
$393K
SRC
606
Shufro Rose & Co
New York
$390K
SCM
607
Stevens Capital Management
Pennsylvania
$385K +$365K +759 New
TIAA Trust, National Association
608
TIAA Trust, National Association
North Carolina
$383K +$3.85K +8 +1%
TPI
609
Trust Point Inc
Wisconsin
$378K +$11.1K +23 +3%
CCA
610
Cadent Capital Advisors
Oklahoma
$378K +$358K +745 New
WTC
611
WhitTier Trust Company
Nevada
$373K +$41.3K +86 +13%
OWA
612
Opal Wealth Advisors
New York
$372K -$19.2K -40 -5%
TWC
613
TD Waterhouse Canada
Ontario, Canada
$368K -$68.7K -143 -16%
OPCM
614
Osborne Partners Capital Management
California
$367K
RWB
615
RMR Wealth Builders
New Jersey
$367K +$6.25K +13 +2%
BBHC
616
Brown Brothers Harriman & Co
New York
$366K +$104K +217 +43%
MPM
617
MBB Public Markets
Illinois
$365K -$2.41M -5,020 -87%
MC
618
Moors & Cabot
Massachusetts
$364K -$21.6K -45 -6%
PA
619
Parallel Advisors
California
$363K +$54.8K +114 +19%
FCP
620
Fidelis Capital Partners
Florida
$362K -$12K -25 -3%
MG
621
MilWealth Group
Wisconsin
$361K -$30.3K -63 -8%
CIA
622
Concurrent Investment Advisors
Florida
$359K +$39.9K +83 +13%
SACTSONJ
623
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355K
AA
624
ALPS Advisors
Colorado
$355K +$337K +700 New
SAW
625
Signal Advisors Wealth
Michigan
$350K +$332K +690 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.