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Gartner
IT

262 hedge funds and large institutions have $6B invested in Gartner in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.71M

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 264 → 262 (-2)

0.83% less ownership

Funds ownership: 94.99% → 94.16% (-0.83%)

3% less capital invested

Capital invested by funds: $6.21B → $6B (-$208M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
97
Reduced
93
Closed
24
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.16M
Net Calls Change
-$20.2M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$70.4M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.5M
3
TCM
TimesSquare Capital Management
New York
+$39.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.5M
5
Fidelity International
Fidelity International
Bermuda
+$22.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.8M
2
Jennison Associates
Jennison Associates
New York
-$54.6M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$53.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$675M -$57.8M -835,215 -8%
BAMCO Inc
2
BAMCO Inc
New York
$638M +$780K +11,280 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$405M +$9.13M +131,972 +2%
Morgan Stanley
4
Morgan Stanley
New York
$390M -$18.7M -269,981 -5%
William Blair & Company
5
William Blair & Company
Illinois
$298M +$70.4M +1,018,154 +31%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$233M -$36.5M -527,683 -14%
TCM
7
TimesSquare Capital Management
New York
$179M +$39.4M +570,000 +28%
BIT
8
BlackRock Institutional Trust
California
$177M +$3.67M +52,980 +2%
BFA
9
BlackRock Fund Advisors
California
$174M -$8.19M -118,383 -5%
JHIU
10
Janus Henderson Investors US
Colorado
$173M +$6.69M +96,723 +4%
Artisan Partners
11
Artisan Partners
Wisconsin
$172M +$45.5M +657,246 +36%
Polen Capital Management
12
Polen Capital Management
Florida
$164M -$1.22M -17,674 -0.7%
State Street
13
State Street
Massachusetts
$164M -$1.2M -17,385 -0.7%
ACM
14
Atlanta Capital Management
Georgia
$93.6M -$870K -12,577 -0.9%
Renaissance Technologies
15
Renaissance Technologies
New York
$87.8M +$6.41M +92,700 +8%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$86M +$22.1M +318,995 +35%
Jennison Associates
17
Jennison Associates
New York
$82.5M -$54.6M -788,579 -40%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$77.2M +$881K +12,740 +1%
Northern Trust
19
Northern Trust
Illinois
$67.2M +$13.9M +200,794 +26%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$66M +$29.5M +426,150 +81%
GA
21
Geneva Advisors
Illinois
$65.4M -$190K -2,740 -0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$64.7M -$645K -9,330 -1%
Norges Bank
23
Norges Bank
Norway
$52.8M – – –
RA
24
Royce & Associates
New York
$52.1M -$17.3M -250,100 -25%
SO
25
STRS Ohio
Ohio
$50.9M -$1.4M -20,224 -3%
1
2 3 4 5

IT Hedge Fund Activity: Q1 2014 in Review

262 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2014, worth a combined $6B — down 3.3% from $6.21B a quarter earlier.

Fund positioning in IT was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 97 added to existing stakes and 93 trimmed.

The largest buyer was William Blair & Company, adding an estimated $70.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.8M.

  • 262 institutional investors held Gartner (IT) as of Q1 2014, down from 264 in Q4 2013.
  • Funds reported $6B of Gartner stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 24 funds opened new Gartner positions in Q1 2014 and 24 closed out, a net change of 0 holders.
  • The largest Gartner buyer in Q1 2014 was William Blair & Company, an estimated $70.4M added.
  • The largest Gartner seller in Q1 2014 was T. Rowe Price Associates, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2014.