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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
HT
826
Headlands Technologies
Illinois
$17.7K +$16.8K +35 New
RTL
827
Red Tortoise LLC
Georgia
$17.2K
PS
828
Planned Solutions
California
$16.7K +$15.9K +33 New
TPW
829
Talon Private Wealth
Florida
$16.7K +$15.9K +33 New
KPP
830
Kings Path Partners
Texas
$15.2K
CFGS
831
Concourse Financial Group Securities
Alabama
$15.2K +$961 +2 +7%
BWP
832
Baldwin Wealth Partners
Massachusetts
$14.7K +$7.21K +15 +107%
HCP
833
Hexagon Capital Partners
Arkansas
$13.2K -$25.5K -53 -67%
RF
834
Robbins Farley
New Hampshire
$12.7K -$4.81K -10 -29%
KWAG
835
Kiely Wealth Advisory Group
North Carolina
$12.1K
GEA
836
Glen Eagle Advisors
New Jersey
$11.7K
GWM
837
Geneos Wealth Management
Colorado
$11.7K +$11.1K +23 New
CB
838
CNB Bank
Pennsylvania
$11.1K
DPW
839
DiNuzzo Private Wealth
Pennsylvania
$11.1K +$481 +1 +5%
CCA
840
Criterion Capital Advisors
Tennessee
$10.8K
PG
841
Proffitt & Goodson
Tennessee
$10.1K
NAAA
842
New Age Alpha Advisors
New York
$10.1K
TC
843
Truvestments Capital
Florida
$10.1K +$9.62K +20 New
AWM
844
Abound Wealth Management
Tennessee
$9.63K
CWM
845
Compass Wealth Management
Connecticut
$9.63K
BGAI
846
Bruce G. Allen Investments
Colorado
$9.63K
KSWA
847
Kathleen S. Wright Associates
Pennsylvania
$9.63K
CTC
848
Cetera Trust Company
Minnesota
$8.62K
S
849
Sachetta
Massachusetts
$8.62K +$2.88K +6 +55%
LI
850
LRI Investments
Florida
$8.59K -$4.81K -10 -38%

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.