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874 hedge funds and large institutions have $32.1B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 309 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $16.3M

8% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 84

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 309

0.29% more ownership

Funds ownership: 91.71%92.01% (+0.29%)

1% less funds holding

Funds holding: 880874 (-6)

6% less capital invested

Capital invested by funds: $34B → $32.1B (-$1.94B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
874
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.62%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
91
Increased
333
Reduced
309
Closed
84
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
201
Stone Run Capital
New York
$8.49M -$423K -950 -5%
AI
202
Atria Investments
North Carolina
$8.25M +$218K +490 +3%
UCFA
203
United Capital Financial Advisors
Texas
$8.09M -$337K -757 -4%
Korea Investment Corp
204
Korea Investment Corp
South Korea
$8.08M -$3.27M -7,341 -29%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$8.05M -$1.11M -2,504 -12%
LIP
206
Liontrust Investment Partners
United Kingdom
$8.02M +$5.16M +11,603 +186%
MCM
207
MAI Capital Management
Ohio
$8.01M -$283K -635 -3%
WCM Investment Management
208
WCM Investment Management
California
$7.99M -$725K -1,630 -8%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$7.95M -$108K -242 -1%
Handelsbanken Fonder
210
Handelsbanken Fonder
Sweden
$7.83M -$634K -1,425 -8%
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
$7.82M +$3.97M +8,931 +105%
Retirement Systems of Alabama
212
Retirement Systems of Alabama
Alabama
$7.69M -$36K -81 -0.5%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.66M -$26.7K -60 -0.4%
WIC
214
Wilkins Investment Counsel
Massachusetts
$7.53M -$216K -485 -3%
II
215
IFM Investors
Australia
$7.46M -$84.1K -189 -1%
AB
216
Amalgamated Bank
New York
$7.43M -$114K -257 -2%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$7.38M +$283K +636 +4%
SSA
218
Schonfeld Strategic Advisors
New York
$7.29M -$4.07M -9,148 -36%
SLAM
219
Swiss Life Asset Management
$7.2M +$1.15M +2,579 +19%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.16M -$24K -54 -0.3%
FDP
221
Financiere des Professionnels
Quebec, Canada
$7.12M +$36.9K +83 +0.5%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$7.08M -$36.9K -83 -0.5%
Axa
223
Axa
France
$7.08M +$1.4M +3,137 +25%
Fidelity International
224
Fidelity International
Bermuda
$6.99M +$397K +892 +6%
IMPI
225
Ilmarinen Mutual Pension Insurance
Finland
$6.74M +$6.67M +15,000 New

IT Hedge Fund Activity: Q2 2024 in Review

874 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2024, worth a combined $32.1B — down 5.7% from $34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IT positions and 84 closed out — a net gain of 7 holders — while 333 added to existing stakes and 309 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $149M.

  • 874 institutional investors held Gartner (IT) as of Q2 2024, down from 880 in Q1 2024.
  • Funds reported $32.1B of Gartner stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 91 funds opened new Gartner positions in Q2 2024 and 84 closed out, a net change of +7 holders.
  • The largest Gartner buyer in Q2 2024 was Sustainable Growth Advisers, an estimated $264M added.
  • The largest Gartner seller in Q2 2024 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.