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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
CJ
801
Caitlin John
Michigan
$27.6K
PCMC
802
Planning Capital Management Corporation
Pennsylvania
$26.9K -$64.9K -135 -72%
CT
803
Clearstead Trust
Maine
$25.8K
EB
804
Eastern Bank
Massachusetts
$25.8K +$24.5K +51 New
TCM
805
Tradewinds Capital Management
Washington
$25.3K
CA
806
CoreCap Advisors
Michigan
$25.3K +$24K +50 New
MA
807
Montag & Associates
Georgia
$25.3K +$24K +50 New
RCM
808
Raleigh Capital Management
North Carolina
$24.8K +$2.4K +5 +11%
SWM
809
Spire Wealth Management
Virginia
$24.8K +$8.17K +17 +53%
RA
810
Rise Advisors
New York
$22.8K
AAG
811
Armstrong Advisory Group
Massachusetts
$22.3K +$2.4K +5 +13%
RTC
812
Riverview Trust Company
Washington
$22.3K +$961 +2 +5%
Simplex Trading
813
Simplex Trading
Illinois
$22K -$116K -241 -85%
IRAG
814
Investment Research & Advisory Group
Georgia
$21.8K
PWMG
815
Private Wealth Management Group
New Jersey
$21.8K
CAL
816
Capital Advisors Ltd
Ohio
$21K +$10.1K +21 +100%
TCA
817
Trifecta Capital Advisors
Illinois
$20.3K
GCM
818
Gables Capital Management
Florida
$19.8K +$18.7K +39 New
GSEP
819
Golden State Equity Partners
California
$19.8K +$18.7K +39 New
JSAM
820
J. Safra Asset Management
New York
$19.3K
CCA
821
Catalyst Capital Advisors
New York
$18.8K +$17.8K +37 New
GKIM
822
GW&K Investment Management
Massachusetts
$18K +$3.85K +8 +30%
AP
823
Aspect Partners
Virginia
$17.7K
MFC
824
Mechanics Financial Corp
Ohio
$17.7K
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.7K +$13.9K +29 +483%

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.