We are live on ! Find out more

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
BWM
701
Blossom Wealth Management
California
$227K
VCA
702
Verdence Capital Advisors
Maryland
$226K +$214K +445 New
BBW
703
Blue Barn Wealth
Utah
$225K +$213K +444 New
CTC
704
Central Trust Company
Missouri
$224K +$21.6K +45 +11%
WC
705
Whitney & Co
New York
$224K +$212K +442 New
OAM
706
Occidental Asset Management
California
$223K +$212K +441 New
NG
707
Northstar Group
New York
$222K +$211K +438 New
BIM
708
Bridges Investment Management
Nebraska
$221K +$210K +436 New
HCM
709
Howard Capital Management
Georgia
$219K +$208K +433 New
IWM
710
IHT Wealth Management
Illinois
$218K +$208K +432 New
BRWA
711
B. Riley Wealth Advisors
Florida
$217K -$34.1K -71 -14%
BP
712
Ballentine Partners
Massachusetts
$216K -$23.6K -49 -10%
FRA
713
Frank Rimerman Advisors
California
$216K +$205K +426 New
WPW
714
Waldron Private Wealth
Pennsylvania
$213K -$13K -27 -6%
AWM
715
AE Wealth Management
Kansas
$211K +$200K +415 New
G
716
GenTrust
Florida
$210K +$199K +414 New
PTP
717
Platform Technology Partners
New York
$210K +$199K +414 New
FW
718
FullCircle Wealth
Texas
$207K +$194K +403 New
ANTB
719
AMG National Trust Bank
Colorado
$207K +$196K +408 New
AIM
720
Aigen Investment Management
New York
$206K +$196K +407 New
MLL
721
Moody Lynn & Lieberson
Massachusetts
$206K +$196K +407 New
VCM
722
Virtue Capital Management
Tennessee
$205K +$194K +404 New
LPT
723
Legacy Private Trust
Wisconsin
$203K -$50.5K -105 -21%
CFM
724
Catalyst Funds Management
Australia
$203K +$192K +400 New
MAA
725
Matrix Asset Advisors
New York
$203K +$192K +400 New

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.