Gartner
880 hedge funds and large institutions have $34B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 302 increasing their positions, 322 reducing their positions, and 81 closing their positions.
120% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $15.6M
33% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 81
2% more funds holding
Funds holding: 864 → 880 (+16)
3% more capital invested
Capital invested by funds: $33.2B → $34B (+$853M)
6% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 322
2.59% less ownership
Funds ownership: 94.31% → 91.71% (-2.6%)
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$87.4M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$82.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$62.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$56.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$868M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$273M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$202M |
| 4 |
BAMCO Inc
New York
|
-$80.8M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$72.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
951
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$8K | -18 | Closed |
|
|
CIA
952
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$7.67K | -17 | Closed |
|
|
PMFA
953
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6.77K | -15 | Closed |
|
|
GWMIA
954
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$5.41K | -12 | Closed |
|
|
GI
955
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.71K | -6 | Closed |
|
|
LIWM
956
Long Island Wealth Management
Melville,
New York
| – | -$3K | -6 | Closed |
|
|
AIC
957
Archer Investment Corporation
Carmel,
Indiana
| – | -$2.26K | -5 | Closed |
|
|
CTB
958
Country Trust Bank
Bloomington,
Illinois
| – | -$2.26K | -5 | Closed |
|
|
LFG
959
Larson Financial Group
St Louis,
Missouri
| – | -$1.35K | -3 | Closed |
|
|
M
960
MOTCO
San Antonio,
Texas
| – | -$902 | -2 | Closed |
|
|
DAM
961
Delta Asset Management
Memphis,
Tennessee
| – | -$451 | -1 | Closed |
|
|
EWM
962
Evermay Wealth Management
Arlington,
Virginia
| – | -$452 | -1 | Closed |
|
IT Hedge Fund Activity: Q1 2024 in Review
880 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2024, worth a combined $34B — up 2.6% from $33.2B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IT positions and 81 closed out — a net gain of 27 holders — while 302 added to existing stakes and 322 trimmed.
The largest buyer was Franklin Resources, adding an estimated $87.4M. The largest seller was Morgan Stanley, cutting an estimated $868M.
- 880 institutional investors held Gartner (IT) as of Q1 2024, up from 864 in Q4 2023.
- Funds reported $34B of Gartner stock for Q1 2024, up 2.6% quarter-over-quarter.
- 108 funds opened new Gartner positions in Q1 2024 and 81 closed out, a net change of +27 holders.
- The largest Gartner buyer in Q1 2024 was Franklin Resources, an estimated $87.4M added.
- The largest Gartner seller in Q1 2024 was Morgan Stanley, an estimated $868M sold.
Based on aggregated 13F filings for Q1 2024.