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Gartner
IT

439 hedge funds and large institutions have $12.8B invested in Gartner in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 166 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $11B → $12.8B (+$1.81B)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

2.61% more ownership

Funds ownership: 102.92% → 105.53% (+2.6%)

0% more funds holding

Funds holding: 439 → 439 (0)

4% less call options, than puts

Call options by funds: $31M | Put options by funds: $32.3M

12% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 166

Holders
439
Holders Change
–
Holders Change %
0%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
47
Increased
146
Reduced
166
Closed
42
Calls
$31M
Puts
$32.3M
Net Calls
-$1.31M
Net Calls Change
+$13.1M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$218M
2
Principal Financial Group
Principal Financial Group
Iowa
+$158M
3
Bank of America
Bank of America
North Carolina
+$120M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$98.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$69.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$104M
2
BlackRock
BlackRock
New York
-$98.9M
3
GC
Guggenheim Capital
Illinois
-$75.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$41M
5
State Street
State Street
Massachusetts
-$24.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAF
151
Fjarde Ap-fonden
Sweden
$3.5M -$139K -1,089 -4%
EWA
152
Exencial Wealth Advisors
Oklahoma
$3.46M +$350K +2,735 +12%
LCM
153
Liberty Capital Management
Michigan
$3.32M +$31.2K +244 +1%
SAA
154
Southeast Asset Advisors
Georgia
$3.27M – – –
Millennium Management
155
Millennium Management
New York
$2.99M +$1.64M +12,812 +132%
ASRS
156
Arizona State Retirement System
Arizona
$2.97M -$4.09M -31,987 -59%
TPSF
157
Texas Permanent School Fund
Texas
$2.96M -$154K -1,204 -5%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$2.9M – – –
Aberdeen Group
159
Aberdeen Group
United Kingdom
$2.82M +$657K +5,131 +32%
PP
160
Paloma Partners
Connecticut
$2.79M +$1.55M +12,119 +136%
XK
161
Xact Kapitalforvaltning
Sweden
$2.79M – – –
CCM
162
Carderock Capital Management
Maryland
$2.71M +$35.3K +276 +1%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$2.65M +$1.51M +11,781 +144%
NAM
164
Nissay Asset Management
Japan
$2.63M -$130K -1,019 -5%
QIM
165
Quest Investment Management
Oregon
$2.62M +$2.52M +19,709 New
Bessemer Group
166
Bessemer Group
New Jersey
$2.59M +$10.5K +82 +0.4%
AG
167
Aperio Group
California
$2.56M -$86K -672 -3%
CCA
168
Conestoga Capital Advisors
Pennsylvania
$2.5M +$906K +7,075 +60%
TI
169
Trexquant Investment
Connecticut
$2.49M +$2.4M +18,753 New
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$2.45M -$211K -1,645 -8%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$2.4M +$32.3K +252 +1%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$2.32M +$120K +938 +6%
DF
173
Donoghue Forlines
Massachusetts
$2.31M +$2.23M +17,383 New
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$2.25M – – –
SOADOR
175
State of Alaska Department of Revenue
Alaska
$2.23M -$423K -3,303 -16%
5 6
7
8 9

IT Hedge Fund Activity: Q2 2018 in Review

439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2018, worth a combined $12.8B — up 16% from $11B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IT positions and 42 closed out — a net gain of 5 holders — while 146 added to existing stakes and 166 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $218M. The largest seller was Artisan Partners, exiting entirely with an estimated $104M sold.

  • 439 institutional investors held Gartner (IT) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $12.8B of Gartner stock for Q2 2018, up 16% quarter-over-quarter.
  • 47 funds opened new Gartner positions in Q2 2018 and 42 closed out, a net change of +5 holders.
  • The largest Gartner buyer in Q2 2018 was Harris Associates, an estimated $218M added.
  • The largest Gartner seller in Q2 2018 was Artisan Partners, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2018.