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Gartner
IT

395 hedge funds and large institutions have $8.49B invested in Gartner in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 154 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

53% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $27.5M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

23% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 125

12% more capital invested

Capital invested by funds: $7.6B → $8.49B (+$886M)

3.79% more ownership

Funds ownership: 91.1% → 94.88% (+3.8%)

0% more funds holding

Funds holding: 394 → 395 (+1)

Holders
395
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
9.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
59
Increased
154
Reduced
125
Closed
47
Calls
$42.2M
Puts
$27.5M
Net Calls
+$14.7M
Net Calls Change
+$15.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$827M
2
Select Equity Group
Select Equity Group
New York
+$258M
3
JHIU
Janus Henderson Investors US
Colorado
+$140M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$130M
5
TCP
Tourbillon Capital Partners
New York
+$95.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$162M
2
Wells Fargo
Wells Fargo
California
-$68.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
4
Artisan Partners
Artisan Partners
Wisconsin
-$54.1M
5
BAMCO Inc
BAMCO Inc
New York
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
76
TCW Group
California
$14.7M +$14M +136,225 New
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$14.4M -$72.1K -700 -0.5%
GT
78
Glenmede Trust
Pennsylvania
$14.3M -$833K -8,080 -6%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$14.2M -$17.4K -169 -0.1%
TA
80
Teachers Advisors
New York
$14.1M +$4.71M +45,677 +54%
Asset Management One
81
Asset Management One
Japan
$13.8M -$1.17M -11,397 -8%
PPA
82
Parametric Portfolio Associates
Washington
$13.6M +$1.38M +13,416 +12%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$13.5M +$1.06M +10,295 +9%
BG
84
Bollard Group
Massachusetts
$12.9M +$15.5K +150 +0.1%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$12.4M -$51.2M -497,132 -81%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.7M +$7.21K +70 +0.1%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$11.5M +$2.89K +28 +0%
Barclays
88
Barclays
United Kingdom
$11.3M +$4.9M +47,570 +83%
CC
89
Caldera Capital
Texas
$11.3M +$10.8M +104,476 New
Kayne Anderson Rudnick Investment Management
90
Kayne Anderson Rudnick Investment Management
California
$10.8M -$273K -2,647 -3%
YP
91
YG Partners
New York
$9.96M +$9.5M +92,187 New
UBS Group
92
UBS Group
Switzerland
$8.88M -$537K -5,210 -6%
PCM
93
Peregrine Capital Management
Minnesota
$8.82M -$7.91M -76,736 -49%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$8.66M -$16.4K -159 -0.2%
AQR Capital Management
95
AQR Capital Management
Connecticut
$8.65M -$3.37M -32,663 -29%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$8.54M +$638K +6,193 +9%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$8.47M +$7.16M +69,446 +775%
BCIM
98
British Columbia Investment Management
British Columbia, Canada
$7.86M +$4.91M +47,678 +190%
AAMU
99
Amundi Asset Management US
Massachusetts
$7.73M -$32.2K -312 -0.4%
Comerica Bank
100
Comerica Bank
Texas
$7.38M +$307K +2,974 +5%
2 3
4
5 6

IT Hedge Fund Activity: Q1 2017 in Review

395 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2017, worth a combined $8.49B — up 12% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IT positions and 47 closed out — a net gain of 12 holders — while 154 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $827M. The largest seller was Massachusetts Financial Services, cutting an estimated $162M.

  • 395 institutional investors held Gartner (IT) as of Q1 2017, up from 394 in Q4 2016.
  • Funds reported $8.49B of Gartner stock for Q1 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Gartner positions in Q1 2017 and 47 closed out, a net change of +12 holders.
  • The largest Gartner buyer in Q1 2017 was BlackRock, an estimated $827M added.
  • The largest Gartner seller in Q1 2017 was Massachusetts Financial Services, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2017.