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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
Stifel Financial
151
Stifel Financial
Missouri
$974K +$970K +14,026 New
BA
152
BlackRock Advisors
Delaware
$964K +$33.3K +482 +4%
BJ
153
BlackRock Japan
Japan
$960K +$957K +13,829 New
SAM
154
Securian Asset Management
Minnesota
$925K – – –
DCM
155
Dynamic Capital Management
Jersey
$922K +$918K +13,273 New
SG Americas Securities
156
SG Americas Securities
New York
$913K -$1.53M -22,048 -63%
IA
157
Icon Advisers
Colorado
$903K – – –
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$894K -$4.57K -66 -0.5%
US Bancorp
159
US Bancorp
Minnesota
$876K -$37.5K -542 -4%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$868K +$82.3K +1,189 +11%
ProShare Advisors
161
ProShare Advisors
Maryland
$866K -$3.92M -56,690 -82%
CG
162
Clinton Group
New York
$826K +$823K +11,892 New
GVT
163
Genesee Valley Trust
New York
$809K +$377K +5,447 +88%
Nordea Investment Management
164
Nordea Investment Management
Sweden
$777K -$264K -3,820 -25%
B
165
Baird
Wisconsin
$772K +$11.8K +170 +2%
GIA
166
GHP Investment Advisors
Colorado
$764K – – –
DC
167
Deere & Company
Illinois
$763K – – –
AB
168
Amalgamated Bank
New York
$761K -$5.46K -79 -0.7%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$760K +$25.9K +375 +4%
BlackRock
170
BlackRock
New York
$741K -$50.8K -734 -6%
HSBC Holdings
171
HSBC Holdings
United Kingdom
$731K +$29.8K +431 +4%
Nomura Holdings
172
Nomura Holdings
Japan
$717K +$715K +10,339 New
SCM
173
Shelton Capital Management
Colorado
$713K – – –
HCM
174
Howland Capital Management
Massachusetts
$694K – – –
SI
175
Stephens Inc
Arkansas
$686K +$10.9K +157 +2%
5 6
7
8 9

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.