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328 hedge funds and large institutions have $6.93B invested in Gartner in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $6.37B → $6.93B (+$559M)

1% more funds holding

Funds holding: 324328 (+4)

0.73% more ownership

Funds ownership: 92.04%92.78% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.63M

Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
151
Reduced
86
Closed
26
Calls
$1.06M
Puts
$1.63M
Net Calls
-$565K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
101
Elk Creek Partners
Colorado
$5.01M -$896K -10,118 -15%
Comerica Bank
102
Comerica Bank
Texas
$4.97M -$8.94K -101 -0.2%
CIC
103
Chilton Investment Company
Connecticut
$4.97M
LMGAM
104
Liberty Mutual Group Asset Management
Massachusetts
$4.85M +$1.61M +18,165 +51%
AIM
105
Artemis Investment Management
United Kingdom
$4.83M +$2.27M +25,672 +93%
EBIM
106
Eagle Boston Investment Management
Massachusetts
$4.75M -$1.3M -14,709 -22%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$4.66M
Prudential Financial
108
Prudential Financial
New Jersey
$4.64M +$53.1K +600 +1%
BG
109
Bollard Group
Massachusetts
$4.57M +$16K +181 +0.4%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$4.54M -$1.06M -11,950 -19%
SAM
111
Shell Asset Management
Netherlands
$4.28M +$4.18M +47,168 New
Barclays
112
Barclays
United Kingdom
$4.16M +$617K +6,972 +18%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$4.15M -$122K -1,383 -3%
Federated Hermes
114
Federated Hermes
Pennsylvania
$4.13M -$327K -3,697 -8%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$3.99M +$563K +6,358 +17%
BCIM
116
British Columbia Investment Management
British Columbia, Canada
$3.92M +$1.2M +13,498 +45%
AP
117
AHL Partners
United Kingdom
$3.89M +$2.32M +26,210 +157%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$3.86M -$179K -2,022 -5%
PI
119
Putnam Investments
Massachusetts
$3.85M +$306K +3,454 +9%
BA
120
BlackRock Advisors
Delaware
$3.68M -$3.81M -43,031 -51%
RAM
121
RWC Asset Management
United Kingdom
$3.53M +$327K +3,695 +10%
SCM
122
Sterling Capital Management
North Carolina
$3.5M
Asset Management One
123
Asset Management One
Japan
$3.41M -$821K -9,275 -20%
ACB
124
Aristotle Capital Boston
Massachusetts
$3.41M +$89.9K +1,015 +3%
AIP
125
Ameritas Investment Partners
Nebraska
$3.18M +$15.9K +180 +0.5%

IT Hedge Fund Activity: Q4 2015 in Review

328 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2015, worth a combined $6.93B — up 8.8% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IT positions and 26 closed out — a net gain of 8 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 328 institutional investors held Gartner (IT) as of Q4 2015, up from 324 in Q3 2015.
  • Funds reported $6.93B of Gartner stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 34 funds opened new Gartner positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Gartner buyer in Q4 2015 was Royal Bank of Canada, an estimated $46.6M added.
  • The largest Gartner seller in Q4 2015 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2015.