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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
FFO
776
Fortitude Family Office
Arizona
$52.7K +$9.62K +20 +24%
WT
777
Washington Trust
Rhode Island
$51.2K
CPBTD
778
Central Pacific Bank - Trust Division
Hawaii
$50.7K -$529K -1,101 -92%
NC
779
nVerses Capital
Florida
$50.7K -$144K -300 -75%
TWD
780
True Wealth Design
Ohio
$49.7K +$45.2K +94 +2,350%
AGWCA
781
Annis Gardner Whiting Capital Advisors
Florida
$49.2K -$24.5K -51 -34%
ATS
782
Ashton Thomas Securities
New York
$43.6K +$41.3K +86 New
CPG
783
Cornerstone Planning Group
New Jersey
$40.9K
CT
784
Colonial Trust
South Carolina
$40.8K +$8.65K +18 +29%
SWM
785
Sugarloaf Wealth Management
Georgia
$39.5K
FFA
786
Frazier Financial Advisors
Ohio
$39K -$2.88K -6 -7%
HIA
787
Harbor Investment Advisory
Maryland
$39K -$481 -1 -1%
HWM
788
Hemington Wealth Management
Virginia
$37K +$36.1K +75 New
SCA
789
Stuart Chaussee & Associates
California
$36.5K
PP
790
Pacifica Partners
Canada
$35.5K
RA
791
Ransom Advisory
Rhode Island
$35.5K
MCM
792
MV Capital Management
Maryland
$34.5K +$6.25K +13 +24%
ST
793
Smithfield Trust
Pennsylvania
$34K
WBC
794
West Branch Capital
Massachusetts
$32.9K +$481 +1 +2%
MA
795
MCF Advisors
Kentucky
$30.4K -$481 -1 -2%
TCOV
796
Trust Company of Vermont
Vermont
$30.4K +$13.5K +28 +88%
OP
797
ORG Partners
Indiana
$30.4K -$249K -518 -90%
C
798
Covestor
United Kingdom
$30K -$481 -1 -2%
FCA
799
FinTrust Capital Advisors
South Carolina
$29.9K
FMII
800
Farmers & Merchants Investments Inc
Nebraska
$27.9K

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.