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
KPP
801
Kings Path Partners
Texas
$13.5K +$13.3K +30 New
VCM
802
Versant Capital Management
Arizona
$12.6K +$3.11K +7 +33%
CFGS
803
Concourse Financial Group Securities
Alabama
$12.6K +$890 +2 +8%
GKIM
804
GW&K Investment Management
Massachusetts
$12K
LI
805
LRI Investments
Florida
$11.7K
FW
806
Fairway Wealth
Ohio
$11.7K +$11.6K +26 New
EBA
807
Eagle Bay Advisors
New York
$11.2K -$6.67K -15 -38%
WB
808
Webster Bank
Connecticut
$11.2K
CCA
809
Criterion Capital Advisors
Tennessee
$10.8K
KWAG
810
Kiely Wealth Advisory Group
North Carolina
$10.5K
TSWM
811
Tyler-Stone Wealth Management
Ohio
$10.3K
GEA
812
Glen Eagle Advisors
New Jersey
$10.3K +$10.2K +23 New
CB
813
CNB Bank
Pennsylvania
$9.88K
DPW
814
DiNuzzo Private Wealth
Pennsylvania
$9.43K +$4.45K +10 +91%
CAL
815
Capital Advisors Ltd
Ohio
$9K -$1.33K -3 -13%
PG
816
Proffitt & Goodson
Tennessee
$8.98K +$8.9K +20 New
NAAA
817
New Age Alpha Advisors
New York
$8.98K +$8.9K +20 New
AWM
818
Abound Wealth Management
Tennessee
$8.53K
CWM
819
Compass Wealth Management
Connecticut
$8.53K
BGAI
820
Bruce G. Allen Investments
Colorado
$8.53K
KSWA
821
Kathleen S. Wright Associates
Pennsylvania
$8.53K
CTC
822
Cetera Trust Company
Minnesota
$7.63K
FPF
823
First Pacific Financial
Washington
$7.18K +$4.89K +11 +220%
SIC
824
SJS Investment Consulting
Ohio
$6.74K -$41.8K -94 -86%
JGIA
825
Jackson Grant Investment Advisers
Connecticut
$6.74K

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.