We are live on ! Find out more

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
EBA
851
Eagle Bay Advisors
New York
$8.11K -$4.33K -9 -36%
DF
852
Dunhill Financial
United Kingdom
$7.99K +$3.85K +8 +100%
SIC
853
SJS Investment Consulting
Ohio
$7.6K
FPF
854
First Pacific Financial
Washington
$7.6K -$481 -1 -6%
MCM
855
Manchester Capital Management
Vermont
$7.6K
CWC
856
Carolinas Wealth Consulting
North Carolina
$7.6K +$961 +2 +15%
JGIA
857
Jackson Grant Investment Advisers
Connecticut
$7.6K
KFI
858
Key Financial Inc
Pennsylvania
$7.6K
OC
859
Oakworth Capital
Alabama
$7.6K
IUHSA
860
Itau Unibanco Holding S.A.
Brazil
$7.6K +$7.21K +15 New
RWM
861
Reston Wealth Management
Virginia
$6.59K +$6.25K +13 New
AWM
862
Avior Wealth Management
Nebraska
$6.59K +$481 +1 +8%
GWSA
863
Global Wealth Strategies & Associates
Colorado
$6.08K
CWP
864
Concord Wealth Partners
Virginia
$6.08K +$5.77K +12 New
CAS
865
Coppell Advisory Solutions
Texas
$5.6K
ACM
866
Anfield Capital Management
California
$5.57K
GFPC
867
Global Financial Private Client
Florida
$5.57K
CWA
868
Carolina Wealth Advisors
South Carolina
$5.57K +$5.29K +11 New
FWM
869
FSA Wealth Management
Massachusetts
$5.57K +$5.29K +11 New
HCM
870
Hollencrest Capital Management
California
$5.57K +$5.29K +11 New
HI
871
Harbour Investments
Wisconsin
$5.07K
PWMG
872
Prestige Wealth Management Group
New Jersey
$5.07K
RL
873
Rogco LP
Oklahoma
$5.07K
SWA
874
SOA Wealth Advisors
New York
$5.07K
AFG
875
Albion Financial Group
Utah
$4.05K

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.