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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
CMI
151
Cider Mill Investments
Connecticut
$2.84M +$2.71M +26,300 New
EAM
152
Eagle Asset Management
Florida
$2.82M -$141K -1,369 -5%
SRC
153
Stone Run Capital
New York
$2.81M +$2.68M +26,000 New
N
154
Nuveen
North Carolina
$2.8M -$13.5M -131,126 -83%
BP
155
BBR Partners
New York
$2.79M +$20K +194 +0.8%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$2.76M +$82.2K +798 +3%
GLA
157
Great Lakes Advisors
Illinois
$2.75M +$2.63M +25,514 New
GIBU
158
Gulf International Bank (UK)
United Kingdom
$2.75M +$37.1K +360 +1%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$2.68M -$167K -1,622 -6%
ACI
160
AMP Capital Investors
Australia
$2.62M – – –
LCM
161
Liberty Capital Management
Michigan
$2.61M -$70K -679 -3%
M&T Bank
162
M&T Bank
New York
$2.6M +$1.51M +14,650 +156%
CEP
163
Chicago Equity Partners
Illinois
$2.43M -$761K -7,385 -25%
QC
164
Quadrature Capital
United Kingdom
$2.42M +$572K +5,548 +33%
Wolverine Trading
165
Wolverine Trading
Illinois
$2.37M +$1.98M +19,169 +735%
Simplex Trading
166
Simplex Trading
Illinois
$2.32M +$2.21M +21,452 New
FAF
167
Fjarde Ap-fonden
Sweden
$2.31M -$161K -1,561 -7%
PG
168
PEAK6 Group
Illinois
$2.27M +$1.99M +19,325 +1,136%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$2.26M +$51.5K +500 +2%
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$2.2M +$2.1M +20,400 New
MCM
171
Marsico Capital Management
Colorado
$2.19M +$757K +7,348 +57%
VKH
172
Virtu KCG Holdings
New York
$2.1M -$301K -2,919 -13%
SCM
173
Sterling Capital Management
North Carolina
$2.09M -$778K -7,547 -28%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$1.89M -$33.2K -322 -2%
Nomura Asset Management
175
Nomura Asset Management
Japan
$1.88M -$86.9K -843 -5%
5 6
7
8 9

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.