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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
MA
626
Mutual Advisors
Nebraska
$299K +$36.5K +82 +15%
QCG
627
Quadrant Capital Group
Ohio
$299K +$15.1K +34 +5%
WCM
628
Weaver Capital Management
Georgia
$299K +$296K +666 New
GI
629
GAMMA Investing
California
$297K +$114K +256 +63%
AWM
630
Axxcess Wealth Management
California
$294K -$6.67K -15 -2%
CAAS
631
Capital Asset Advisory Services
Michigan
$293K -$4.89K -11 -2%
LAM
632
Lakewood Asset Management
Illinois
$292K
WTC
633
WhitTier Trust Company
Nevada
$292K
RCAG
634
Rehmann Capital Advisory Group
Michigan
$291K -$3.56K -8 -1%
SWM
635
Salvus Wealth Management
New Jersey
$290K +$8.01K +18 +3%
WANY
636
Wealthspire Advisors (New York)
New York
$287K +$69.9K +157 +33%
PHK
637
Point72 Hong Kong
Hong Kong
$286K +$283K +636 New
PF
638
Phoenix Financial
Israel
$285K +$33.4K +75 +13%
GA
639
Geller Advisors
New York
$285K +$6.67K +15 +2%
D
640
Diversified
Delaware
$285K
FTWA
641
Fifth Third Wealth Advisors
Ohio
$284K +$282K +633 New
OWA
642
One Wealth Advisors
California
$284K +$16.5K +37 +7%
MWM
643
MinichMacGregor Wealth Management
New York
$283K -$445 -1 -0.2%
LSAG
644
Lake Street Advisors Group
New Hampshire
$282K -$3.56K -8 -1%
CIA
645
Concurrent Investment Advisors
Florida
$281K +$279K +626 New
SCA
646
Summit Creek Advisors
Minnesota
$279K
SF
647
Summit Financial
New Jersey
$273K +$271K +608 New
PA
648
Parallel Advisors
California
$270K -$3.56K -8 -1%
SB
649
Strategic Blueprint
Georgia
$269K -$46.3K -104 -15%
WBC
650
Westpac Banking Corp
Australia
$266K +$40.9K +92 +18%

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.