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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
AS
876
Altshuler Shaham
Israel
$4.05K
BWL
877
Bogart Wealth LLC
Virginia
$4.05K
BAM
878
Bellevue Asset Management
Washington
$3.55K
TAM
879
Tucker Asset Management
Colorado
$3.55K
CA
880
Continuum Advisory
Idaho
$3.22K +$481 +1 +20%
SC
881
Solstein Capital
California
$3.04K
FG
882
Fairman Group
Pennsylvania
$2.53K
LSA
883
Leonteq Securities AG
Switzerland
$2.53K
TCM
884
TD Capital Management
Tennessee
$2.53K
AIM
885
Aurora Investment Managers
Florida
$2.35K -$117K -243 -5%
SWM
886
Sanctuary Wealth Management
Idaho
$2.03K
WPA
887
West Paces Advisors
Georgia
$2.03K
WWP
888
WR Wealth Planners
Missouri
$2.03K +$961 +2 +100%
CAM
889
Creekmur Asset Management
Illinois
$2.03K +$1.92K +4 New
AW
890
Avion Wealth
Texas
$2K +$1.44K +3 +150%
WWM
891
Wolff Wiese Magana
California
$1.52K
TFM
892
TFC Financial Management
Massachusetts
$1.52K +$481 +1 +50%
VAMG
893
Voisard Asset Management Group
Michigan
$1.52K +$1.44K +3 New
NSIM
894
North Star Investment Management
Illinois
$1.52K
CA
895
Claris Advisors
Missouri
$1.52K +$1.44K +3 New
JIP
896
Jaffetilchin Investment Partners
Florida
$1.52K +$1.44K +3 New
JFG
897
JDM Financial Group
Texas
$1.01K +$961 +2 New
RS
898
Rakuten Securities
Japan
$1.01K +$961 +2 New
BIM
899
Breakwater Investment Management
Washington
$507
FPFS
900
First Personal Financial Services
North Carolina
$507 +$481 +1 New

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.