Gartner
265 hedge funds and large institutions have $6.22B invested in Gartner in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 98 reducing their positions, and 26 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
95% more call options, than puts
Call options by funds: $44M | Put options by funds: $22.6M
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
20% more capital invested
Capital invested by funds: $5.19B → $6.22B (+$1.03B)
4% more funds holding
Funds holding: 255 → 265 (+10)
2.05% more ownership
Funds ownership: 92.94% → 94.99% (+2%)
7% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$49M |
| 2 |
BAMCO Inc
New York
|
+$42.8M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$38.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$35.8M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.7M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$21.9M |
| 3 |
RA
Royce & Associates
New York
|
-$18.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.6M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$16.5M |
IT Hedge Fund Activity: Q4 2013 in Review
265 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2013, worth a combined $6.22B — up 20% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IT positions and 26 closed out — a net gain of 10 holders — while 91 added to existing stakes and 98 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $49M. The largest seller was Morgan Stanley, cutting an estimated $36.7M.
- 265 institutional investors held Gartner (IT) as of Q4 2013, up from 255 in Q3 2013.
- Funds reported $6.22B of Gartner stock for Q4 2013, up 20% quarter-over-quarter.
- 36 funds opened new Gartner positions in Q4 2013 and 26 closed out, a net change of +10 holders.
- The largest Gartner buyer in Q4 2013 was Polen Capital Management, an estimated $49M added.
- The largest Gartner seller in Q4 2013 was Morgan Stanley, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2013.