Gartner
262 hedge funds and large institutions have $6B invested in Gartner in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 24 closing their positions.
68% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $1.71M
4% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 93
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
1% less funds holding
Funds holding: 264 → 262 (-2)
0.83% less ownership
Funds ownership: 94.99% → 94.16% (-0.83%)
3% less capital invested
Capital invested by funds: $6.21B → $6B (-$208M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$70.4M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$45.5M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$39.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$29.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$57.8M |
| 2 |
Jennison Associates
New York
|
-$54.6M |
| 3 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$53.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.5M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$23.5M |
IT Hedge Fund Activity: Q1 2014 in Review
262 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2014, worth a combined $6B — down 3.3% from $6.21B a quarter earlier.
Fund positioning in IT was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 97 added to existing stakes and 93 trimmed.
The largest buyer was William Blair & Company, adding an estimated $70.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.8M.
- 262 institutional investors held Gartner (IT) as of Q1 2014, down from 264 in Q4 2013.
- Funds reported $6B of Gartner stock for Q1 2014, down 3.3% quarter-over-quarter.
- 24 funds opened new Gartner positions in Q1 2014 and 24 closed out, a net change of 0 holders.
- The largest Gartner buyer in Q1 2014 was William Blair & Company, an estimated $70.4M added.
- The largest Gartner seller in Q1 2014 was T. Rowe Price Associates, an estimated $57.8M sold.
Based on aggregated 13F filings for Q1 2014.