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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
NWA
651
New World Advisors
Massachusetts
$264K -$890 -2 -0.3%
MFS
652
Mirabella Financial Services
United Kingdom
$264K +$10.7K +24 +4%
QC
653
Quent Capital
New York
$263K
FCG
654
Fielder Capital Group
Tennessee
$261K +$890 +2 +0.3%
NCFG
655
New Century Financial Group
New Jersey
$260K +$257K +578 New
EAM
656
Empirical Asset Management
Massachusetts
$259K -$285K -641 -53%
OP
657
ORG Partners
Indiana
$255K +$245K +551 +2,041%
PPWP
658
Premier Path Wealth Partners
New Jersey
$253K +$2.23K +5 +0.9%
QC
659
QCM Cayman
Texas
$247K +$244K +549 New
DOA
660
D'Orazio & Associates
Virginia
$244K -$9.79K -22 -4%
FL
661
Fort LP
Maryland
$243K -$21.4K -48 -8%
FPAS
662
Focus Partners Advisor Solutions
Missouri
$240K +$16K +36 +7%
OC
663
Oarsman Capital
Wisconsin
$239K +$1.33K +3 +0.6%
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$238K +$8.9K +20 +4%
PAG
665
Private Advisor Group
New Jersey
$236K +$9.34K +21 +4%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$234K
MOS
667
MGO One Seven
Ohio
$233K -$29.4K -66 -11%
CPA
668
Court Place Advisors
Maryland
$233K
BFG
669
Berger Financial Group
Minnesota
$231K -$2.67K -6 -1%
UB
670
UMB Bank
Missouri
$229K +$29.4K +66 +15%
KWM
671
Kolinsky Wealth Management
New Jersey
$229K -$11.1K -25 -5%
BBHC
672
Brown Brothers Harriman & Co
New York
$227K -$49.8K -112 -18%
LPT
673
Legacy Private Trust
Wisconsin
$227K -$6.67K -15 -3%
AIFAIM
674
American Institute for Advanced Investment Management
Arizona
$225K
PPC
675
Park Place Capital
Alabama
$225K

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.