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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
NEI
676
Northwest & Ethical Investments
Ontario, Canada
$225K
WS
677
Wedbush Securities
California
$224K -$6.67K -15 -3%
BRWA
678
B. Riley Wealth Advisors
Florida
$224K -$41.8K -94 -16%
TWM
679
Tradition Wealth Management
Minnesota
$222K +$445 +1 +0.2%
MCM
680
Mitchell Capital Management
Kansas
$220K
ORG
681
Optimist Retirement Group
Washington
$220K -$45.4K -102 -17%
PCIA
682
Prime Capital Investment Advisors
Kansas
$216K -$40.9K -92 -16%
JJBC
683
James J. Burns & Company
New York
$216K
BP
684
Ballentine Partners
Massachusetts
$214K +$212K +476 New
AUB
685
Atlantic Union Bankshares
Virginia
$214K +$212K +476 New
MMA
686
Miracle Mile Advisors
California
$213K +$211K +475 New
HCM
687
Hengehold Capital Management
Ohio
$212K +$210K +471 New
MPPW
688
Mitchell & Pahl Private Wealth
Oklahoma
$210K -$445 -1 -0.2%
CAM
689
Claret Asset Management
Quebec, Canada
$210K +$208K +467 New
GWP
690
Gen-Wealth Partners
Michigan
$209K +$207K +465 New
WFA
691
Wellspring Financial Advisors
Ohio
$208K +$206K +463 New
BWM
692
Baron Wealth Management
Michigan
$207K +$445 +1 +0.2%
KP
693
Keel Point
Alabama
$207K +$192K +432 New
CCWM
694
Cassaday & Co Wealth Management
Virginia
$207K -$19.1K -43 -9%
FFA
695
Florida Financial Advisors
Florida
$204K +$202K +455 New
OTPPB
696
Ontario Teachers' Pension Plan Board
Ontario, Canada
$203K +$202K +453 New
BTI
697
Blue Trust Inc
Georgia
$203K +$139K +312 +274%
WPW
698
Waldron Private Wealth
Pennsylvania
$201K -$13.3K -30 -6%
BWM
699
Blossom Wealth Management
California
$201K
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K

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.