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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
VIA
951
Virtus Investment Advisers
Connecticut
-$101K -224 Closed
Optiver Holding
952
Optiver Holding
Netherlands
-$75.4K -168 Closed
A
953
AlphaQuest
New York
-$59.3K -132 Closed
CA
954
Crewe Advisors
Utah
-$43.6K -97 Closed
VAG
955
VisionPoint Advisory Group
Texas
-$43.1K -96 Closed
QL
956
Quarry LP
New York
-$26.5K -59 Closed
RFG
957
RFP Financial Group
Georgia
-$25.1K -56 Closed
SWS
958
SYSTM Wealth Solutions
Illinois
-$23.8K -53 Closed
FRA
959
Front Row Advisors
California
-$15.3K -34 Closed
VNA
960
Valley National Advisers
Pennsylvania
-$14K -33 Closed
SWC
961
Spectrum Wealth Counsel
Indiana
-$13.9K -31 Closed
FW
962
Fairway Wealth
Ohio
-$11.7K -26 Closed
WB
963
Webster Bank
Connecticut
-$11.2K -25 Closed
TSWM
964
Tyler-Stone Wealth Management
Ohio
-$10.3K -23 Closed
PCWA
965
Pacific Capital Wealth Advisors
California
-$5.84K -13 Closed
CC
966
Cultivar Capital
Texas
-$4.94K -11 Closed
RWA
967
Redmont Wealth Advisors
Illinois
-$3.14K -7 Closed
TWP
968
Triad Wealth Partners
Kansas
-$3.14K -7 Closed
EWP
969
Elevation Wealth Partners
California
-$2.69K -6 Closed
DIP
970
DT Investment Partners
Pennsylvania
-$2.25K -5 Closed
IC
971
Innealta Capital
Texas
-$1.35K -3 Closed
RI
972
Ridgewood Investments
New Jersey
-$1.29K -3 Closed
BHWM
973
Beaird Harris Wealth Management
Texas
-$288 -1 Closed
RWMG
974
Redwood Wealth Management Group
New Jersey
-$449 -1 Closed

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.