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Gartner
IT

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
97
Reduced
93
Closed
24
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.16M
Net Calls Change
-$20.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$70.4M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.5M
3
TCM
TimesSquare Capital Management
New York
+$39.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.5M
5
Fidelity International
Fidelity International
Bermuda
+$22.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.8M
2
Jennison Associates
Jennison Associates
New York
-$54.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$53.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
126
Russell Frank Company
Washington
$2.04M +$73.1K +1,057 +4%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$2.03M +$637K +9,207 +46%
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$2.02M +$1.08M +15,550 +116%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$1.95M -$830 -12 -0%
HCM
130
Herndon Capital Management
Georgia
$1.88M -$32.4K -469 -2%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.82M – – –
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.78M -$421K -6,091 -19%
MERSOM
133
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M – – –
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$1.72M -$27.7K -400 -2%
IRF
135
IBM Retirement Fund
New York
$1.62M -$935K -13,510 -37%
SB
136
Suntrust Banks
Georgia
$1.39M +$237K +3,426 +21%
BP
137
Banyan Partners
Florida
$1.37M +$1.45K +21 +0.1%
PSUF
138
People's United Financial
Connecticut
$1.35M -$98.2K -1,420 -7%
SCM
139
Stevens Capital Management
Pennsylvania
$1.3M +$1.3M +18,757 New
SIM
140
Spark Investment Management
New York
$1.28M – – –
BPBT
141
Boston Private Bank & Trust
Massachusetts
$1.24M +$50.8K +735 +4%
PA
142
Profund Advisors
Maryland
$1.17M +$40.2K +581 +4%
URS
143
Utah Retirement Systems
Utah
$1.17M +$6.92K +100 +0.6%
NCM
144
Noesis Capital Mangement
Florida
$1.09M -$165K -2,385 -13%
ODCM
145
Old Dominion Capital Management
Virginia
$1.06M +$3.6K +52 +0.3%
CC
146
Curian Capital
Colorado
$1.04M -$39.4K -570 -4%
IGIM
147
I.G. Investment Management
Manitoba, Canada
$1.04M +$74.4K +1,075 +8%
WCM
148
Winton Capital Management
United Kingdom
$1.02M -$341K -4,924 -25%
BP
149
BBR Partners
New York
$1.02M +$19.2K +277 +2%
AIP
150
Ameritas Investment Partners
Nebraska
$977K -$31.4K -454 -3%
4 5
6
7 8

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.