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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
SF
651
Summit Financial
New Jersey
$305K -$2.88K -6 -1%
LS
652
Livforsakringsbolaget Skandia
Sweden
$304K +$240K +500 +500%
HCM
653
Hengehold Capital Management
Ohio
$303K +$61.1K +127 +27%
AF
654
Allworth Financial
California
$301K -$43.7K -91 -13%
OWA
655
One Wealth Advisors
California
$299K
FCG
656
Fielder Capital Group
Tennessee
$298K +$2.88K +6 +1%
SCA
657
Summit Creek Advisors
Minnesota
$295K -$18.3K -38 -6%
AWA
658
Aaron Wealth Advisors
Illinois
$292K +$277K +576 New
CPIG
659
Chicago Partners Investment Group
Illinois
$289K +$267K +555 New
SB
660
Strategic Blueprint
Georgia
$285K -$17.3K -36 -6%
NEI
661
Northwest & Ethical Investments
Ontario, Canada
$284K +$28.8K +60 +12%
NWA
662
New World Advisors
Massachusetts
$284K -$13.9K -29 -5%
IFS
663
Ifrah Financial Services
Arkansas
$283K +$268K +558 New
MA
664
Mutual Advisors
Nebraska
$281K -$45.2K -94 -15%
MMA
665
Miracle Mile Advisors
California
$278K +$35.1K +73 +15%
PPWP
666
Premier Path Wealth Partners
New Jersey
$277K -$7.69K -16 -3%
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$273K +$4.81K +10 +2%
DOA
668
D'Orazio & Associates
Virginia
$272K -$3.37K -7 -1%
OC
669
Oarsman Capital
Wisconsin
$272K +$1.92K +4 +0.8%
JJBC
670
James J. Burns & Company
New York
$267K +$22.6K +47 +10%
BFG
671
Berger Financial Group
Minnesota
$267K +$5.29K +11 +2%
UB
672
UMB Bank
Missouri
$265K +$5.29K +11 +2%
FMLI
673
Fukoku Mutual Life Insurance
Japan
$264K
CPA
674
Court Place Advisors
Maryland
$263K
GWP
675
Gen-Wealth Partners
Michigan
$261K +$18.3K +38 +8%

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.