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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
101
United Services Automobile Association
Texas
$9.46M +$4.24M +36,511 +91%
Citigroup
102
Citigroup
New York
$9.34M +$3.14M +27,078 +56%
William Blair & Company
103
William Blair & Company
Illinois
$9.23M +$954K +8,216 +12%
AQR Capital Management
104
AQR Capital Management
Connecticut
$9.07M -$770K -6,633 -8%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$9.03M +$2.09M +18,020 +33%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$9.03M +$6.88M +59,272 +428%
AAMU
107
Amundi Asset Management US
Massachusetts
$8.81M -$32.5K -280 -0.4%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$8.62M +$2.86M +24,655 +55%
N
109
Nuveen
North Carolina
$8.1M +$4.61M +39,698 +153%
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$7.89M +$829K +7,142 +13%
MCM
111
Mitchell Capital Management
Kansas
$7.81M -$160K -1,381 -2%
EBIM
112
Eagle Boston Investment Management
Massachusetts
$7.4M +$102K +883 +1%
NPF
113
Norris Perne & French
Michigan
$7.26M +$689K +5,940 +11%
SMDAM
114
Sumitomo Mitsui DS Asset Management
Japan
$7.22M +$837K +7,215 +14%
ACB
115
Aristotle Capital Boston
Massachusetts
$7.14M +$923K +7,956 +16%
UBS Group
116
UBS Group
Switzerland
$6.71M -$3.24M -27,890 -34%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$6.64M +$514K +4,428 +9%
Two Sigma Investments
118
Two Sigma Investments
New York
$6.58M +$4.91M +42,280 +383%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$6.43M +$549K +4,734 +10%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$6.08M +$245K +2,109 +4%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$5.83M -$3.83M -32,996 -41%
ORI
122
Oak Ridge Investments
Illinois
$5.81M +$1.43M +12,335 +36%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$5.42M -$7.3M -62,861 -59%
APG Asset Management
124
APG Asset Management
Netherlands
$5.33M -$52.7K -454 -1%
QIM
125
Quantitative Investment Management
Virginia
$5.31M +$4.99M +43,000 New

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.