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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
OC
826
Oakworth Capital
Alabama
$6.74K
KFI
827
Key Financial Inc
Pennsylvania
$6.74K +$445 +1 +7%
MCM
828
Manchester Capital Management
Vermont
$6.74K +$445 +1 +7%
BWP
829
Baldwin Wealth Partners
Massachusetts
$6.29K +$6.23K +14 New
CWC
830
Carolinas Wealth Consulting
North Carolina
$5.84K -$445 -1 -7%
PCWA
831
Pacific Capital Wealth Advisors
California
$5.84K +$5.78K +13 New
S
832
Sachetta
Massachusetts
$5.49K +$3.56K +8 +267%
GWSA
833
Global Wealth Strategies & Associates
Colorado
$5.39K
AWM
834
Avior Wealth Management
Nebraska
$5.39K -$12.9K -29 -71%
GFPC
835
Global Financial Private Client
Florida
$4.94K
ACM
836
Anfield Capital Management
California
$4.94K +$4.89K +11 New
CAS
837
Coppell Advisory Solutions
Texas
$4.94K +$4.89K +11 New
CC
838
Cultivar Capital
Texas
$4.94K +$4.89K +11 New
HI
839
Harbour Investments
Wisconsin
$4.49K -$1.33K -3 -23%
RL
840
Rogco LP
Oklahoma
$4.49K -$890 -2 -17%
IFAM
841
Institutional & Family Asset Management
Colorado
$4.49K
PWMG
842
Prestige Wealth Management Group
New Jersey
$4.49K
SWA
843
SOA Wealth Advisors
New York
$4.49K
AFG
844
Albion Financial Group
Utah
$3.59K
AS
845
Altshuler Shaham
Israel
$3.59K
BWL
846
Bogart Wealth LLC
Virginia
$3.59K
DF
847
Dunhill Financial
United Kingdom
$3.48K +$890 +2 +33%
RWA
848
Redmont Wealth Advisors
Illinois
$3.14K
BAM
849
Bellevue Asset Management
Washington
$3.14K +$445 +1 +17%
TWP
850
Triad Wealth Partners
Kansas
$3.14K +$3.11K +7 New

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.