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694 hedge funds and large institutions have $20.3B invested in Gartner in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 204 increasing their positions, 311 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

15% more capital invested

Capital invested by funds: $17.6B → $20.3B (+$2.7B)

2.4% more ownership

Funds ownership: 90.79%93.18% (+2.4%)

1% more funds holding

Funds holding: 690694 (+4)

34% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 311

41% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $107M

Holders
694
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.96%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.29%
New
81
Increased
204
Reduced
311
Closed
69
Calls
$62.6M
Puts
$107M
Net Calls
-$44.1M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$38.7M +$324K +1,156 +0.8%
SBCM
77
Schwerin Boyle Capital Management
Massachusetts
$37.7M -$11.6M -41,341 -23%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$37.6M +$88.6K +316 +0.2%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$37.6M -$809K -2,886 -2%
Deutsche Bank
80
Deutsche Bank
Germany
$37.6M -$8.54M -30,454 -18%
CF
81
Cantor Fitzgerald
New York
$36.9M +$12.4M +44,270 +50%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$36.6M -$1.11M -3,954 -3%
National Pension Service
83
National Pension Service
South Korea
$36.1M -$1.6M -5,692 -4%
RJA
84
Raymond James & Associates
Florida
$35.7M +$576K +2,056 +2%
VMPIC
85
Varma Mutual Pension Insurance Co
Finland
$34.5M +$23.2M +82,627 +196%
Federated Hermes
86
Federated Hermes
Pennsylvania
$34.3M -$2.13M -7,587 -6%
AllianceBernstein
87
AllianceBernstein
Tennessee
$32.5M -$1.32M -4,693 -4%
GT
88
Glenmede Trust
Pennsylvania
$31.9M -$49.5M -176,392 -60%
GCM
89
Geneva Capital Management
Wisconsin
$29.9M -$719K -2,564 -2%
CS
90
Credit Suisse
Switzerland
$28.6M -$1.58M -5,633 -5%
EAM
91
EULAV Asset Management
Florida
$28.2M +$2.89M +10,322 +11%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$28.1M -$2.09M -7,467 -7%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$27.3M -$760K -2,712 -3%
AIM
94
Artemis Investment Management
United Kingdom
$26.4M +$26.7M +95,325 New
SSA
95
Schonfeld Strategic Advisors
New York
$26.2M -$2.3M -8,189 -8%
Squarepoint
96
Squarepoint
New York
$25.9M -$17.1M -60,998 -39%
Barclays
97
Barclays
United Kingdom
$25.7M -$31M -110,656 -54%
Asset Management One
98
Asset Management One
Japan
$25.3M -$2.67M -9,528 -9%
HP
99
Hosking Partners
United Kingdom
$24.8M -$1.86M -6,618 -7%
RPI
100
Railway Pension Investments
United Kingdom
$24.7M +$3.59M +12,800 +17%

IT Hedge Fund Activity: Q3 2022 in Review

694 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2022, worth a combined $20.3B — up 15% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IT positions and 69 closed out — a net gain of 12 holders — while 204 added to existing stakes and 311 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $370M. The largest seller was Millennium Management, cutting an estimated $176M.

  • 694 institutional investors held Gartner (IT) as of Q3 2022, up from 690 in Q2 2022.
  • Funds reported $20.3B of Gartner stock for Q3 2022, up 15% quarter-over-quarter.
  • 81 funds opened new Gartner positions in Q3 2022 and 69 closed out, a net change of +12 holders.
  • The largest Gartner buyer in Q3 2022 was Massachusetts Financial Services, an estimated $370M added.
  • The largest Gartner seller in Q3 2022 was Millennium Management, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2022.