We are live on ! Find out more

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
WT
751
Washington Trust
Rhode Island
$45.4K
TFIPS
752
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.9K
LS
753
Livforsakringsbolaget Skandia
Sweden
$44.8K
CA
754
Crewe Advisors
Utah
$43.6K +$29.8K +67 +223%
VAG
755
VisionPoint Advisory Group
Texas
$43.1K -$5.78K -13 -12%
CMP
756
Coston McIsaac & Partners
Maine
$39K
FFO
757
Fortitude Family Office
Arizona
$37.7K
FFA
758
Frazier Financial Advisors
Ohio
$37.3K +$10.7K +24 +41%
CPG
759
Cornerstone Planning Group
New Jersey
$36.1K +$445 +1 +1%
AAP
760
Arax Advisory Partners
Colorado
$35.5K +$21.4K +48 +155%
HCP
761
Hexagon Capital Partners
Arkansas
$35.5K -$8.01K -18 -19%
HIA
762
Harbor Investment Advisory
Maryland
$35K -$5.78K -13 -14%
SWM
763
Sugarloaf Wealth Management
Georgia
$35K
SCA
764
Stuart Chaussee & Associates
California
$32.3K
RA
765
Ransom Advisory
Rhode Island
$31.4K +$31.1K +70 New
PP
766
Pacifica Partners
Canada
$31.3K
ST
767
Smithfield Trust
Pennsylvania
$30K
WBC
768
West Branch Capital
Massachusetts
$28.7K
CT
769
Colonial Trust
South Carolina
$28.3K
MA
770
MCF Advisors
Kentucky
$27.4K
C
771
Covestor
United Kingdom
$27K +$890 +2 +4%
QL
772
Quarry LP
New York
$26.5K +$6.67K +15 +34%
FCA
773
FinTrust Capital Advisors
South Carolina
$26.5K +$7.56K +17 +40%
RFG
774
RFP Financial Group
Georgia
$25.1K +$5.34K +12 +27%
MCM
775
MV Capital Management
Maryland
$24.7K

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.