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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
TAM
851
Tucker Asset Management
Colorado
$3.14K +$3.11K +7 New
EWP
852
Elevation Wealth Partners
California
$2.69K +$2.67K +6 New
BCMLT
853
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.69K
SC
854
Solstein Capital
California
$2.69K
DIP
855
DT Investment Partners
Pennsylvania
$2.25K +$2.23K +5 New
CA
856
Continuum Advisory
Idaho
$2.25K
FG
857
Fairman Group
Pennsylvania
$2.25K
TCM
858
TD Capital Management
Tennessee
$2.25K
LSA
859
Leonteq Securities AG
Switzerland
$2.25K +$890 +2 +67%
TWD
860
True Wealth Design
Ohio
$1.8K +$445 +1 +33%
WPA
861
West Paces Advisors
Georgia
$1.8K
SWM
862
Sanctuary Wealth Management
Idaho
$1.8K +$1.78K +4 New
WWM
863
Wolff Wiese Magana
California
$1.35K
NSIM
864
North Star Investment Management
Illinois
$1.35K
IC
865
Innealta Capital
Texas
$1.35K +$1.33K +3 New
RI
866
Ridgewood Investments
New Jersey
$1.29K +$1.33K +3 New
TFM
867
TFC Financial Management
Massachusetts
$899 -$445 -1 -33%
WWP
868
WR Wealth Planners
Missouri
$898
ECM
869
Everence Capital Management
Indiana
$829
BIM
870
Breakwater Investment Management
Washington
$450
RWMG
871
Redwood Wealth Management Group
New Jersey
$449 +$445 +1 New
BHWM
872
Beaird Harris Wealth Management
Texas
$288 +$445 +1 New
DWM
873
Dogwood Wealth Management
Kansas
$4
DCP
874
Durable Capital Partners
Maryland
-$71M -148,882 Closed
Arrowstreet Capital
875
Arrowstreet Capital
Massachusetts
-$68.5M -143,694 Closed

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.