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Gartner
IT

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
40
Increased
157
Reduced
136
Closed
35
Calls
$2.76M
Puts
$7.05M
Net Calls
-$4.29M
Net Calls Change
-$3.94M

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$103M
2
Principal Financial Group
Principal Financial Group
Iowa
+$94.5M
3
Wells Fargo
Wells Fargo
California
+$77.8M
4
Select Equity Group
Select Equity Group
New York
+$50.9M
5
BlackRock
BlackRock
New York
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
SC
Sculptor Capital
New York
-$63.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$52.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.7M
4
Millennium Management
Millennium Management
New York
-$40.9M
5
SC
Samlyn Capital
New York
-$38.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
201
Numeric Investors
Massachusetts
$1.47M -$247K -2,000 -14%
YP
202
YG Partners
New York
$1.45M -$3.12M -25,209 -68%
MF
203
Magnetar Financial
Illinois
$1.44M +$1.43M +11,586 New
SAM
204
Shell Asset Management
Netherlands
$1.43M -$865 -7 -0.1%
CGH
205
Crossmark Global Holdings
Texas
$1.42M +$1.41M +11,449 New
Stifel Financial
206
Stifel Financial
Missouri
$1.41M +$213K +1,721 +18%
DCM
207
Dupont Capital Management
Delaware
$1.41M -$55.7K -451 -4%
EVM
208
Eaton Vance Management
Massachusetts
$1.41M +$161K +1,302 +13%
ODCM
209
Old Dominion Capital Management
Virginia
$1.38M -$48.7K -394 -3%
ProShare Advisors
210
ProShare Advisors
Maryland
$1.38M +$116K +937 +9%
CIP
211
Capital Insight Partners
Arizona
$1.37M +$37.3K +302 +3%
Brown Advisory
212
Brown Advisory
Maryland
$1.37M +$30.5K +247 +2%
MOACM
213
Mutual of America Capital Management
New York
$1.34M -$27.4K -222 -2%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$1.31M +$824K +6,670 +174%
Caisse de Depot et Placement du Quebec (CDPQ)
215
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.29M +$24.7K +200 +2%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M – – –
AIP
217
Ameritas Investment Partners
Nebraska
$1.26M – – –
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M -$32.4K -262 -3%
HCM
219
Howland Capital Management
Massachusetts
$1.24M – – –
V
220
Veritable
Delaware
$1.23M -$26.2K -212 -2%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$1.22M +$94.3K +763 +8%
TP
222
Truvvo Partners
New York
$1.22M +$134K +1,088 +12%
EA
223
Edge Advisors
Georgia
$1.22M +$12.4K +100 +1%
NIPH
224
NN Investment Partners Holdings
Netherlands
$1.2M +$1.1M +8,931 +1,276%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$1.17M +$8.4K +68 +0.7%
7 8
9
10 11

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.