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328 hedge funds and large institutions have $6.93B invested in Gartner in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $6.37B → $6.93B (+$559M)

1% more funds holding

Funds holding: 324328 (+4)

0.73% more ownership

Funds ownership: 92.04%92.78% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.63M

Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
151
Reduced
86
Closed
26
Calls
$1.06M
Puts
$1.63M
Net Calls
-$565K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$22.9M +$1.07M +12,134 +5%
SC
52
Saturna Capital
Washington
$22.8M
BIM
53
BlackRock Investment Management
Delaware
$22.1M -$55.6K -628 -0.3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$21.4M
Charles Schwab
55
Charles Schwab
California
$19.4M +$1.13M +12,779 +6%
Deutsche Bank
56
Deutsche Bank
Germany
$18.6M +$10.6M +119,564 +139%
SBCM
57
Schwerin Boyle Capital Management
Massachusetts
$18.5M -$79.7K -900 -0.4%
GC
58
Guggenheim Capital
Illinois
$18.4M +$5.66M +63,944 +46%
GT
59
Glenmede Trust
Pennsylvania
$18.4M -$12.2K -138 -0.1%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$16.7M +$481K +5,434 +3%
EAM
61
Eagle Asset Management
Florida
$16.6M -$2.55M -28,747 -14%
AQR Capital Management
62
AQR Capital Management
Connecticut
$15.9M -$516K -5,823 -3%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$15.9M +$511K +5,767 +3%
ADEF
64
Adams Diversified Equity Fund
Maryland
$15M
AIG
65
American International Group
New York
$14.5M -$433K -4,890 -3%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$14M +$218K +2,460 +2%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$13.4M +$7.52M +84,940 +134%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$13.1M +$138K +1,560 +1%
MTB
69
Mizuho Trust & Banking
Japan
$12.8M +$210K +2,371 +2%
First Trust Advisors
70
First Trust Advisors
Illinois
$12.7M +$3.28M +37,047 +36%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.7M +$2.32M +26,181 +23%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$12.6M +$275K +3,100 +2%
PPA
73
Parametric Portfolio Associates
Washington
$12.4M +$2.29M +25,820 +23%
GKIM
74
GW&K Investment Management
Massachusetts
$12.2M +$126K +1,420 +1%
RIM
75
Rainier Investment Management
Washington
$10.7M -$1.36M -15,400 -12%

IT Hedge Fund Activity: Q4 2015 in Review

328 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2015, worth a combined $6.93B — up 8.8% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IT positions and 26 closed out — a net gain of 8 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 328 institutional investors held Gartner (IT) as of Q4 2015, up from 324 in Q3 2015.
  • Funds reported $6.93B of Gartner stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 34 funds opened new Gartner positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Gartner buyer in Q4 2015 was Royal Bank of Canada, an estimated $46.6M added.
  • The largest Gartner seller in Q4 2015 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2015.