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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$1.72M -$94.5K -814 -6%
FA
202
FDx Advisors
Illinois
$1.71M +$73.4K +632 +5%
NI
203
Numeric Investors
Massachusetts
$1.7M +$255K +2,200 +19%
Bessemer Group
204
Bessemer Group
New Jersey
$1.68M -$11.7K -101 -0.7%
Canada Pension Plan Investment Board
205
Canada Pension Plan Investment Board
Ontario, Canada
$1.64M +$1.08M +9,300 +233%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$1.61M +$5.46K +47 +0.4%
GVT
207
Genesee Valley Trust
New York
$1.6M +$186K +1,603 +14%
FCI
208
Financial Counselors Inc
Kansas
$1.57M +$36.4K +314 +3%
MSA
209
Mason Street Advisors
Wisconsin
$1.55M -$3.08M -26,495 -68%
ACM
210
Ativo Capital Management
Illinois
$1.54M -$485K -4,181 -25%
DCM
211
Dupont Capital Management
Delaware
$1.45M -$242K -2,081 -15%
SAM
212
Shell Asset Management
Netherlands
$1.42M -$594K -5,120 -31%
ODCM
213
Old Dominion Capital Management
Virginia
$1.42M
CAM
214
Capstone Asset Management
Texas
$1.4M +$290K +2,500 +28%
MOACM
215
Mutual of America Capital Management
New York
$1.36M -$6.32M -54,411 -83%
GIA
216
GHP Investment Advisors
Colorado
$1.34M -$37.7K -325 -3%
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.33M -$23.2K -200 -2%
Brown Advisory
218
Brown Advisory
Maryland
$1.33M +$378K +3,260 +44%
CIP
219
Capital Insight Partners
Arizona
$1.32M -$67K -577 -5%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$1.3M +$1.22M +10,508 New
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M +$1.21M +10,400 New
AIP
222
Ameritas Investment Partners
Nebraska
$1.26M -$2.58M -22,253 -69%
TRSOTSOK
223
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M -$747K -6,440 -39%
AAM
224
Azzad Asset Management
Virginia
$1.26M +$111K +959 +10%
ProShare Advisors
225
ProShare Advisors
Maryland
$1.25M +$157K +1,349 +15%

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.