Gartner
409 hedge funds and large institutions have $10.9B invested in Gartner in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 35 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 136
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
3.51% more ownership
Funds ownership: 93.02% → 96.52% (+3.5%)
5% more capital invested
Capital invested by funds: $10.4B → $10.9B (+$491M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less funds holding
Funds holding: 410 → 409 (-1)
61% less call options, than puts
Call options by funds: $2.76M | Put options by funds: $7.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$103M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$94.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$77.8M |
| 4 |
Select Equity Group
New York
|
+$50.9M |
| 5 |
BlackRock
New York
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$63.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$52.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$42.7M |
| 4 |
Millennium Management
New York
|
-$40.9M |
| 5 |
SC
Samlyn Capital
New York
|
-$38.7M |
IT Hedge Fund Activity: Q3 2017 in Review
409 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2017, worth a combined $10.9B — up 4.7% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IT positions and 35 closed out — a net gain of 5 holders — while 157 added to existing stakes and 136 trimmed.
The largest buyer was CIBC Private Wealth Group, adding an estimated $103M. The largest seller was Sculptor Capital, exiting entirely with an estimated $63.4M sold.
- 409 institutional investors held Gartner (IT) as of Q3 2017, down from 410 in Q2 2017.
- Funds reported $10.9B of Gartner stock for Q3 2017, up 4.7% quarter-over-quarter.
- 40 funds opened new Gartner positions in Q3 2017 and 35 closed out, a net change of +5 holders.
- The largest Gartner buyer in Q3 2017 was CIBC Private Wealth Group, an estimated $103M added.
- The largest Gartner seller in Q3 2017 was Sculptor Capital, an estimated $63.4M sold.
Based on aggregated 13F filings for Q3 2017.