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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$332K -$11.1K -160 -3%
BOH
202
Bank of Hawaii
Hawaii
$332K – – –
WCM
203
Wedge Capital Management
North Carolina
$319K -$65.7K -950 -17%
OI
204
Oakbrook Investments
Illinois
$316K -$342K -4,950 -52%
RFC
205
Regions Financial Corp
Alabama
$306K +$15.3K +221 +5%
CB
206
Commerce Bank
Missouri
$302K -$6.92K -100 -2%
SCA
207
SAC Capital Advisors
Connecticut
$299K -$5.75M -83,090 -95%
TH
208
Timber Hill
Connecticut
$297K -$51.7K -748 -15%
FMW
209
Farr Miller & Washington
District of Columbia
$282K – – –
PAM
210
Panagora Asset Management
Massachusetts
$281K – – –
CICI
211
Capital Investment Counsel Inc
North Carolina
$264K – – –
AG
212
Aperio Group
California
$264K +$263K +3,800 New
MSR
213
Main Street Research
Connecticut
$261K +$14.2K +205 +6%
IC
214
IKOS CIF
Cyprus
$259K +$256K +3,701 New
EVM
215
Evelyn V. Moreno
$257K – – –
OA
216
OFI Advisors
Pennsylvania
$252K +$15.2K +219 +6%
Millennium Management
217
Millennium Management
New York
$243K -$13.8K -200 -5%
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$234K -$7.13K -103 -3%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$212K -$16.5K -239 -7%
HNB
220
Huntington National Bank
Ohio
$212K +$149K +2,150 +237%
HIMCH
221
Hartford Investment Management Co (HIMCO)
Connecticut
$211K +$1.66K +24 +0.8%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$156K +$26.4K +382 +21%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$154K +$92K +1,330 +150%
TIM
224
Tortoise Investment Management
New York
$114K – – –
FNBT
225
FineMark National Bank & Trust
Florida
$108K +$8.16K +118 +8%
7 8
9
10 11

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.