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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
APF
726
Alaska Permanent Fund
Alaska
$97.7K
EFMH
727
E Fund Management (HK)
Hong Kong
$97K
RIL
728
Rothschild Investment LLC
Illinois
$94.3K +$18.7K +42 +25%
CT
729
Caldwell Trust
Florida
$89.8K
SAM
730
Smartleaf Asset Management
Massachusetts
$89.4K +$43.2K +97 +93%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$87K -$1.33K -3 -2%
LFA
732
LGT Financial Advisors
Texas
$86.2K -$88.5K -199 -51%
PCMC
733
Planning Capital Management Corporation
Pennsylvania
$84.4K
LC
734
Lindbrook Capital
California
$84.4K +$2.23K +5 +3%
CH
735
Cromwell Holdings
Wyoming
$81.3K +$80.5K +181 New
CFD
736
Creative Financial Designs
Indiana
$79.9K +$27.6K +62 +53%
Optiver Holding
737
Optiver Holding
Netherlands
$75.4K +$55.2K +124 +282%
CHA
738
Carmichael Hill & Associates
Maryland
$71.8K
BCWM
739
Bartlett & Co Wealth Management
Ohio
$70.1K -$29.8K -67 -30%
Jones Financial Companies
740
Jones Financial Companies
Missouri
$68.3K +$31.1K +70 +85%
POIA
741
Pin Oak Investment Advisors
Texas
$67K
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
$66.5K +$2.23K +5 +3%
PFBT
743
Parkside Financial Bank & Trust
Missouri
$63.3K -$2.23K -5 -3%
FNWA
744
Financial Network Wealth Advisors
Utah
$60.7K +$60.1K +135 New
A
745
AlphaQuest
New York
$59.3K -$850K -1,910 -94%
BIA
746
Bell Investment Advisors
California
$57.9K +$1.78K +4 +3%
NIMI
747
Natixis Investment Managers International
France
$56.1K +$55.6K +125 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$54.8K
HNB
749
Hilltop National Bank
Wyoming
$51.2K +$890 +2 +2%
ADL
750
Asset Dedication LLC
California
$45.4K

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.