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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
NFC
726
Northeast Financial Consultants
Connecticut
$203K +$192K +400 New
EFG
727
Ethos Financial Group
Pennsylvania
$202K +$191K +398 New
EWA
728
EverSource Wealth Advisors
Alabama
$201K +$6.25K +13 +3%
DT
729
Diversified Trust
Tennessee
$201K +$190K +396 New
BIG
730
Brooklyn Investment Group
New York
$186K +$177K +368 New
Lazard Asset Management
731
Lazard Asset Management
New York
$185K
PCM
732
Penserra Capital Management
California
$182K +$1.92K +4 +1%
SAM
733
Smartleaf Asset Management
Massachusetts
$175K +$68.3K +142 +71%
SIM
734
Sentry Investment Management
Wisconsin
$174K
CA
735
Clearstead Advisors
Ohio
$168K -$1.92K -4 -1%
EPW
736
Evergreen Private Wealth
Colorado
$166K +$1.44K +3 +0.9%
SS
737
Sunbelt Securities
Texas
$154K
AA
738
Alta Advisers
United Kingdom
$152K
PHK
739
Point72 Hong Kong
Hong Kong
$151K -$162K -337 -53%
WI
740
Wintrust Investments
Illinois
$149K -$1.24M -2,586 -90%
PTC
741
Private Trust Company
Ohio
$142K -$2.88K -6 -2%
OAJ
742
Ogorek Anthony Joseph
New York
$142K
EFMH
743
E Fund Management (HK)
Hong Kong
$132K +$21.6K +45 +21%
TIM
744
Tortoise Investment Management
New York
$129K
CFO
745
CVA Family Office
Colorado
$128K +$2.4K +5 +2%
GRP
746
Global Retirement Partners
California
$123K +$8.17K +17 +8%
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$119K
AF
748
Advisornet Financial
Minnesota
$119K +$88.5K +184 +368%
ZB
749
Zions Bancorporation
Utah
$117K -$961 -2 -0.9%
RIL
750
Rothschild Investment LLC
Illinois
$117K +$9.62K +20 +10%

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.