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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
WT
701
Whittier Trust
California
$194K
EWA
702
EverSource Wealth Advisors
Alabama
$192K +$48K +108 +39%
NC
703
nVerses Capital
Florida
$180K +$178K +400 New
CTC
704
Central Trust Company
Missouri
$179K -$22.2K -50 -11%
Lazard Asset Management
705
Lazard Asset Management
New York
$163K +$163K +367 New
PCM
706
Penserra Capital Management
California
$160K -$445 -1 -0.3%
SIM
707
Sentry Investment Management
Wisconsin
$154K -$31.1K -70 -17%
CA
708
Clearstead Advisors
Ohio
$150K +$105K +236 +238%
HFM
709
Harvest Fund Management
China
$149K +$76.1K +171 +106%
EPW
710
Evergreen Private Wealth
Colorado
$145K
ATPW
711
Ashton Thomas Private Wealth
Arizona
$143K +$141K +318 New
SS
712
Sunbelt Securities
Texas
$136K
AA
713
Alta Advisers
United Kingdom
$135K
IA
714
IFP Advisors
Florida
$130K -$950K -2,136 -88%
PTC
715
Private Trust Company
Ohio
$129K +$8.45K +19 +7%
Simplex Trading
716
Simplex Trading
Illinois
$127K +$127K +285 New
OAJ
717
Ogorek Anthony Joseph
New York
$126K
TIM
718
Tortoise Investment Management
New York
$114K
CFO
719
CVA Family Office
Colorado
$111K
EC
720
EntryPoint Capital
New York
$107K +$106K +239 New
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$105K
T
722
TOBAM
France
$105K -$44.9K -101 -30%
ZB
723
Zions Bancorporation
Utah
$104K -$8.9K -20 -8%
GRP
724
Global Retirement Partners
California
$101K +$33.8K +76 +51%
VIA
725
Virtus Investment Advisers
Connecticut
$101K -$108K -242 -52%

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.