Gartner
305 hedge funds and large institutions have $6.9B invested in Gartner in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 11 closing their positions.
427% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 11
16% more funds holding
Funds holding: 263 → 305 (+42)
13% more capital invested
Capital invested by funds: $6.08B → $6.9B (+$818M)
0.11% more ownership
Funds ownership: 93.06% → 93.17% (+0.11%)
22% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 112
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
48% less call options, than puts
Call options by funds: $606K | Put options by funds: $1.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$60.5M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$32.8M |
| 3 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$30.5M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$17.3M |
| 5 |
KCM
Kames Capital Management
Edinburgh,
United Kingdom
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$60.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$22.2M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$21M |
IT Hedge Fund Activity: Q4 2014 in Review
305 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2014, worth a combined $6.9B — up 13% from $6.08B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IT positions and 11 closed out — a net gain of 47 holders — while 87 added to existing stakes and 112 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $60.5M. The largest seller was Morgan Stanley, cutting an estimated $60.3M.
- 305 institutional investors held Gartner (IT) as of Q4 2014, up from 263 in Q3 2014.
- Funds reported $6.9B of Gartner stock for Q4 2014, up 13% quarter-over-quarter.
- 58 funds opened new Gartner positions in Q4 2014 and 11 closed out, a net change of +47 holders.
- The largest Gartner buyer in Q4 2014 was JP Morgan Chase, an estimated $60.5M added.
- The largest Gartner seller in Q4 2014 was Morgan Stanley, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2014.