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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$35M -$2.74M -23,616 -8%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$32.9M +$99.9K +861 +0.3%
Westfield Capital Management
53
Westfield Capital Management
Massachusetts
$32.4M +$6.33M +54,565 +26%
NC
54
Nitorum Capital
New York
$32.3M +$10.5M +90,177 +53%
SBCM
55
Schwerin Boyle Capital Management
Massachusetts
$32M +$7.34M +63,264 +32%
RA
56
Royce & Associates
New York
$31.9M
Renaissance Technologies
57
Renaissance Technologies
New York
$30.4M -$18.2M -156,991 -39%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$28.4M +$2.35M +20,225 +10%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$27.3M -$26M -223,750 -50%
NFA
60
Nationwide Fund Advisors
Ohio
$26.8M -$14.2M -122,177 -36%
Deutsche Bank
61
Deutsche Bank
Germany
$26.7M -$2.25M -19,425 -8%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$25.8M +$882K +7,596 +4%
BCIM
63
British Columbia Investment Management
British Columbia, Canada
$24.2M +$14.3M +123,431 +170%
RAM
64
RWC Asset Management
United Kingdom
$23.8M +$2.17M +18,668 +11%
SC
65
Saturna Capital
Washington
$22.4M +$2.55M +22,000 +14%
Ameriprise
66
Ameriprise
Minnesota
$21.9M -$9.79M -84,372 -32%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$21.5M -$690K -5,948 -3%
HP
68
Hosking Partners
United Kingdom
$21M +$320K +2,757 +2%
Legal & General Group
69
Legal & General Group
United Kingdom
$20M -$1.74M -15,034 -8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19.8M +$131K +1,126 +0.7%
BG
71
Bollard Group
Massachusetts
$19.3M +$4.27M +36,798 +31%
CS
72
Credit Suisse
Switzerland
$19M +$114K +979 +0.6%
First Trust Advisors
73
First Trust Advisors
Illinois
$19M -$3.01M -25,920 -14%
SEI Investments
74
SEI Investments
Pennsylvania
$18.5M +$1.39M +11,945 +9%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$18.2M +$1.59M +13,661 +10%

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.