We are live on ! Find out more

905 hedge funds and large institutions have $35.8B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 323 increasing their positions, 336 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $15.3M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $32.1B → $35.8B (+$3.7B)

4% more funds holding

Funds holding: 874905 (+31)

0.43% less ownership

Funds ownership: 92.01%91.58% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 336

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
905
Holders Change
+31
Holders Change %
+3.55%
% of All Funds
13%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
106
Increased
323
Reduced
336
Closed
69
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
201
Stone Run Capital
New York
$9.53M -$43.3K -90 -0.5%
AI
202
Atria Investments
North Carolina
$9.52M +$198K +412 +2%
UCFA
203
United Capital Financial Advisors
Texas
$9.14M +$9.13K +19 +0.1%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$8.97M +$128K +266 +2%
Truist Financial
205
Truist Financial
North Carolina
$8.88M -$1.07M -2,225 -11%
X
206
Xponance
Pennsylvania
$8.78M -$4.49M -9,344 -35%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$8.72M -$234K -486 -3%
Cerity Partners
208
Cerity Partners
New York
$8.7M +$5.16M +10,729 +167%
PVI
209
Pine Valley Investments
New Jersey
$8.69M +$1.11M +2,313 +16%
2
210
2Xideas
Switzerland
$8.66M -$3.15M -6,552 -28%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$8.56M -$115K -239 -1%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.5M -$133K -277 -2%
II
213
IFM Investors
Australia
$8.47M +$43.3K +90 +0.5%
AB
214
Amalgamated Bank
New York
$8.34M -$38.5K -80 -0.5%
QCM
215
Quantinno Capital Management
New York
$8.3M +$2.52M +5,244 +47%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$8.29M -$24.5K -51 -0.3%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$8.09M -$226K -470 -3%
WIC
218
Wilkins Investment Counsel
Massachusetts
$8.03M -$437K -910 -5%
LIP
219
Liontrust Investment Partners
United Kingdom
$8.02M
CNB
220
Czech National Bank
Czech Republic
$7.95M +$434K +903 +6%
MCM
221
MAI Capital Management
Ohio
$7.9M -$1.08M -2,252 -13%
FAF
222
Fjarde Ap-fonden
Sweden
$7.69M +$7.29M +15,166 New
EAM
223
Erste Asset Management
Austria
$7.63M
HF
224
HRT Financial
New York
$7.61M +$7.22M +15,015 New
IMPI
225
Ilmarinen Mutual Pension Insurance
Finland
$7.6M

IT Hedge Fund Activity: Q3 2024 in Review

905 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2024, worth a combined $35.8B — up 12% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IT positions and 69 closed out — a net gain of 37 holders — while 323 added to existing stakes and 336 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 905 institutional investors held Gartner (IT) as of Q3 2024, up from 874 in Q2 2024.
  • Funds reported $35.8B of Gartner stock for Q3 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Gartner positions in Q3 2024 and 69 closed out, a net change of +37 holders.
  • The largest Gartner buyer in Q3 2024 was Point72 Asset Management, an estimated $67.3M added.
  • The largest Gartner seller in Q3 2024 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.