Gartner
694 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 204 increasing their positions, 311 reducing their positions, and 69 closing their positions.
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
17% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 69
15% more capital invested
Capital invested by funds: $17.6B → $20.3B (+$2.7B)
2.4% more ownership
Funds ownership: 90.79% → 93.18% (+2.4%)
1% more funds holding
Funds holding: 690 → 694 (+4)
34% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 311
41% less call options, than puts
Call options by funds: $62.6M | Put options by funds: $107M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$370M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$147M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$99M |
| 4 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$92.9M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$176M |
| 2 |
JCM
Junto Capital Management
New York
|
-$83.9M |
| 3 |
Goldman Sachs
New York
|
-$82.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$70.4M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$66.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COCM
751
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$4K | -17 | Closed |
|
752
Walleye Trading
New York
| – | -$3.65K | -13 | Closed |
|
|
AW
753
ACG Wealth
Atlanta,
Georgia
| – | -$3K | -12 | Closed |
|
|
SBL
754
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$3K | -12 | Closed |
|
|
SFG
755
Steward Financial Group
Colleyville,
Texas
| – | -$2K | -12 | Closed |
|
|
GWM
756
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -8 | Closed |
|
|
TWP
757
TFO Wealth Partners
Maumee,
Ohio
| – | -$1K | -6 | Closed |
|
|
HFS
758
Heritage Financial Services
Westwood,
Massachusetts
| – | -$1K | -5 | Closed |
|
759
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -5 | Closed |
|
|
RG
760
Retirement Group
San Diego,
California
| – | -$1K | -4 | Closed |
|
IT Hedge Fund Activity: Q3 2022 in Review
694 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2022, worth a combined $20.3B — up 15% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IT positions and 69 closed out — a net gain of 12 holders — while 204 added to existing stakes and 311 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $370M. The largest seller was Millennium Management, cutting an estimated $176M.
- 694 institutional investors held Gartner (IT) as of Q3 2022, up from 690 in Q2 2022.
- Funds reported $20.3B of Gartner stock for Q3 2022, up 15% quarter-over-quarter.
- 81 funds opened new Gartner positions in Q3 2022 and 69 closed out, a net change of +12 holders.
- The largest Gartner buyer in Q3 2022 was Massachusetts Financial Services, an estimated $370M added.
- The largest Gartner seller in Q3 2022 was Millennium Management, an estimated $176M sold.
Based on aggregated 13F filings for Q3 2022.