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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
CH
751
Cromwell Holdings
Wyoming
$114K +$20.7K +43 +24%
LC
752
Lindbrook Capital
California
$108K +$12.5K +26 +14%
CT
753
Caldwell Trust
Florida
$101K
Jones Financial Companies
754
Jones Financial Companies
Missouri
$101K +$22.6K +47 +31%
APF
755
Alaska Permanent Fund
Alaska
$98.8K
IA
756
IFP Advisors
Florida
$97.3K -$47.1K -98 -34%
CFB
757
Cullen/Frost Bankers
Texas
$95.8K +$71.1K +148 +361%
NIMI
758
Natixis Investment Managers International
France
$94.3K +$29.3K +61 +49%
CFD
759
Creative Financial Designs
Indiana
$85.6K -$4.33K -9 -5%
Walleye Trading
760
Walleye Trading
New York
$82.1K +$77.9K +162 New
CHA
761
Carmichael Hill & Associates
Maryland
$81.1K
BCWM
762
Bartlett & Co Wealth Management
Ohio
$79.1K
CPA
763
Capital Performance Advisors
California
$76.9K +$73.1K +152 New
T
764
TOBAM
France
$76K -$40.4K -84 -36%
ADL
765
Asset Dedication LLC
California
$75K +$22.6K +47 +47%
POIA
766
Pin Oak Investment Advisors
Texas
$75K
LFA
767
LGT Financial Advisors
Texas
$72K -$24K -50 -26%
FNWA
768
Financial Network Wealth Advisors
Utah
$66.9K -$1.44K -3 -2%
PFBT
769
Parkside Financial Bank & Trust
Missouri
$64.9K -$6.25K -13 -9%
BIA
770
Bell Investment Advisors
California
$63.9K -$1.44K -3 -2%
JWA
771
JFS Wealth Advisors
Pennsylvania
$62.3K +$481 +1 +0.8%
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.8K +$9.62K +20 +20%
AAP
773
Arax Advisory Partners
Colorado
$56.3K +$15.4K +32 +41%
HNB
774
Hilltop National Bank
Wyoming
$54.2K -$3.37K -7 -6%
VCM
775
Versant Capital Management
Arizona
$53.7K +$37.5K +78 +279%

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.