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337 hedge funds and large institutions have $6.74B invested in Gartner in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 328337 (+9)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.18% less ownership

Funds ownership: 92.78%92.6% (-0.18%)

3% less capital invested

Capital invested by funds: $6.93B → $6.74B (-$188M)

18% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.95M

Holders
337
Holders Change
+9
Holders Change %
+2.74%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
127
Reduced
117
Closed
28
Calls
$1.59M
Puts
$1.95M
Net Calls
-$355K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
201
IBM Retirement Fund
New York
$754K -$1.01M -11,929 -59%
FNBOH
202
First National Bank of Hutchinson
Kansas
$752K +$61.3K +725 +9%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$749K +$12.8K +151 +2%
SB
204
Suntrust Banks
Georgia
$745K -$2.79K -33 -0.4%
GCP
205
GSA Capital Partners
United Kingdom
$732K -$218K -2,573 -24%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$732K -$59.2K -700 -8%
WF
207
Welch & Forbes
Massachusetts
$724K
CAM
208
Capstone Asset Management
Texas
$714K +$28.7K +340 +4%
Victory Capital Management
209
Victory Capital Management
Texas
$689K -$178K -2,111 -22%
HC
210
Henshaw Capital
Massachusetts
$664K +$628K +7,427 New
PP
211
Paloma Partners
Connecticut
$659K -$1.15M -13,579 -65%
CGT
212
Capital Guardian Trust
California
$655K -$407K -4,817 -40%
SCM
213
Stevens Capital Management
Pennsylvania
$632K +$598K +7,074 New
LCM
214
Lucas Capital Management
New Jersey
$625K -$42.3K -500 -7%
AAM
215
Azzad Asset Management
Virginia
$609K
Brown Advisory
216
Brown Advisory
Maryland
$601K
GH
217
GAM Holding
Switzerland
$601K
TI
218
Trexquant Investment
Connecticut
$577K +$546K +6,459 New
US Bancorp
219
US Bancorp
Minnesota
$576K -$4.82K -57 -0.9%
Axa
220
Axa
France
$554K +$524K +6,200 New
BUB
221
BBVA USA Bancshares
Texas
$551K +$139K +1,647 +36%
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$531K +$62.4K +738 +14%
LIA
223
LS Investment Advisors
Michigan
$523K +$8.71K +103 +2%
RFC
224
Regions Financial Corp
Alabama
$478K -$65.4K -774 -13%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$474K +$423 +5 +0.1%

IT Hedge Fund Activity: Q1 2016 in Review

337 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2016, worth a combined $6.74B — down 2.7% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IT positions and 28 closed out — a net gain of 9 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $54.4M. The largest seller was Artisan Partners, cutting an estimated $55.1M.

  • 337 institutional investors held Gartner (IT) as of Q1 2016, up from 328 in Q4 2015.
  • Funds reported $6.74B of Gartner stock for Q1 2016, down 2.7% quarter-over-quarter.
  • 37 funds opened new Gartner positions in Q1 2016 and 28 closed out, a net change of +9 holders.
  • The largest Gartner buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $54.4M added.
  • The largest Gartner seller in Q1 2016 was Artisan Partners, an estimated $55.1M sold.

Based on aggregated 13F filings for Q1 2016.