Gartner
427 hedge funds and large institutions have $10.8B invested in Gartner in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 135 reducing their positions, and 42 closing their positions.
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
16% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 135
4% more funds holding
Funds holding: 409 → 427 (+18)
0.51% more ownership
Funds ownership: 96.52% → 97.04% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less capital invested
Capital invested by funds: $10.9B → $10.8B (-$46.3M)
62% less call options, than puts
Call options by funds: $3.4M | Put options by funds: $8.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$245M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$58.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$49M |
| 4 |
Select Equity Group
New York
|
+$43M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
Tourbillon Capital Partners
New York
|
-$114M |
| 2 |
Morgan Stanley
New York
|
-$65.9M |
| 3 |
MCM
Moore Capital Management
New York
|
-$52.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.3M |
| 5 |
Millennium Management
New York
|
-$40.5M |
IT Hedge Fund Activity: Q4 2017 in Review
427 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2017, worth a combined $10.8B — down 0.43% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IT positions and 42 closed out — a net gain of 21 holders — while 156 added to existing stakes and 135 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $245M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $114M sold.
- 427 institutional investors held Gartner (IT) as of Q4 2017, up from 409 in Q3 2017.
- Funds reported $10.8B of Gartner stock for Q4 2017, down 0.43% quarter-over-quarter.
- 63 funds opened new Gartner positions in Q4 2017 and 42 closed out, a net change of +21 holders.
- The largest Gartner buyer in Q4 2017 was Principal Financial Group, an estimated $245M added.
- The largest Gartner seller in Q4 2017 was Tourbillon Capital Partners, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2017.