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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
William Blair & Company
101
William Blair & Company
Illinois
$7.18M -$427K -4,142 -6%
GC
102
Guggenheim Capital
Illinois
$7.16M -$134K -1,301 -2%
FQ
103
First Quadrant
California
$7.14M +$4.15M +40,228 +155%
Jacobs Levy Equity Management
104
Jacobs Levy Equity Management
New Jersey
$7.13M +$5.02M +48,749 +282%
MOACM
105
Mutual of America Capital Management
New York
$7.07M +$104K +1,010 +2%
ASRS
106
Arizona State Retirement System
Arizona
$7.02M +$260K +2,520 +4%
MCM
107
Mitchell Capital Management
Kansas
$6.98M -$417K -4,044 -6%
TPSF
108
Texas Permanent School Fund
Texas
$6.46M -$42.2K -409 -0.7%
EBIM
109
Eagle Boston Investment Management
Massachusetts
$6.37M +$315K +3,056 +5%
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$6.13M -$1.07M -10,406 -15%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$5.95M +$1.18M +11,408 +26%
NPF
112
Norris Perne & French
Michigan
$5.71M +$5.45M +52,850 New
Jane Street
113
Jane Street
New York
$5.62M +$5.09M +49,358 +1,875%
Prudential Financial
114
Prudential Financial
New Jersey
$5.57M +$32.6K +316 +0.6%
SMDAM
115
Sumitomo Mitsui DS Asset Management
Japan
$5.53M +$4.66M +45,256 +756%
SCM
116
Sandler Capital Management
New York
$5.41M -$4.05M -39,268 -44%
ACB
117
Aristotle Capital Boston
Massachusetts
$5.38M +$161K +1,561 +3%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$5.33M +$128K +1,242 +3%
Citigroup
119
Citigroup
New York
$5.24M -$490K -4,755 -9%
Federated Hermes
120
Federated Hermes
Pennsylvania
$5.14M +$468K +4,542 +11%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$5.11M – – –
JMPWA
122
JP Morgan Private Wealth Advisors
California
$5.09M +$575K +5,577 +13%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$4.87M -$680K -6,600 -13%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$4.86M -$2.78M -27,000 -38%
ECP
125
Elk Creek Partners
Colorado
$4.77M -$55.8K -541 -1%
3 4
5
6 7

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.