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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
IAS
626
Insigneo Advisory Services
Florida
$348K +$13.5K +28 +4%
NWAG
627
Net Worth Advisory Group
Utah
$346K +$328K +683 New
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$345K +$481 +1 +0.1%
RB
629
Renasant Bank
Mississippi
$344K -$481 -1 -0.1%
QCG
630
Quadrant Capital Group
Ohio
$341K +$2.88K +6 +0.9%
SWM
631
Salvus Wealth Management
New Jersey
$334K +$7.21K +15 +2%
FCI
632
Financial Counselors Inc
Kansas
$331K +$314K +654 New
LAM
633
Lakewood Asset Management
Illinois
$330K
EWA
634
Exencial Wealth Advisors
Oklahoma
$328K -$346K -719 -53%
BWP
635
BSW Wealth Partners
Colorado
$327K +$311K +646 New
HFM
636
Harvest Fund Management
China
$326K +$150K +312 +94%
EAM
637
Empirical Asset Management
Massachusetts
$325K +$31.7K +66 +11%
D
638
Diversified
Delaware
$325K +$3.37K +7 +1%
DE
639
Diversified Enterprises
Delaware
$325K +$308K +641 New
OWP
640
ORG Wealth Partners
Texas
$324K +$307K +639 New
CAAS
641
Capital Asset Advisory Services
Michigan
$321K -$14.9K -31 -5%
MWM
642
MinichMacGregor Wealth Management
New York
$319K
PF
643
Phoenix Financial
Israel
$319K -$5.29K -11 -2%
AWM
644
Axxcess Wealth Management
California
$316K -$14.9K -31 -5%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$314K -$15.4K -32 -5%
GA
646
Geller Advisors
New York
$314K -$7.69K -16 -3%
FTWA
647
Fifth Third Wealth Advisors
Ohio
$313K -$7.21K -15 -2%
FPAS
648
Focus Partners Advisor Solutions
Missouri
$309K +$35.6K +74 +14%
NCFG
649
New Century Financial Group
New Jersey
$308K +$14.4K +30 +5%
LSAG
650
Lake Street Advisors Group
New Hampshire
$306K -$12.5K -26 -4%

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.