Gartner
272 hedge funds and large institutions have $5.82B invested in Gartner in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 117 reducing their positions, and 25 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 25
3% more funds holding
Funds holding: 263 → 272 (+9)
3% less capital invested
Capital invested by funds: $6.01B → $5.82B (-$188M)
2.61% less ownership
Funds ownership: 94.16% → 91.55% (-2.6%)
33% less call options, than puts
Call options by funds: $3.57M | Put options by funds: $5.35M
37% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$53M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$46M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.4M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$20.4M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$97.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$60.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$59.1M |
| 4 |
Morgan Stanley
New York
|
-$53.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$31.8M |
IT Hedge Fund Activity: Q2 2014 in Review
272 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2014, worth a combined $5.82B — down 3.1% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IT positions and 25 closed out — a net gain of 11 holders — while 74 added to existing stakes and 117 trimmed.
The largest buyer was Norges Bank, adding an estimated $53M. The largest seller was William Blair & Company, cutting an estimated $97.8M.
- 272 institutional investors held Gartner (IT) as of Q2 2014, up from 263 in Q1 2014.
- Funds reported $5.82B of Gartner stock for Q2 2014, down 3.1% quarter-over-quarter.
- 36 funds opened new Gartner positions in Q2 2014 and 25 closed out, a net change of +11 holders.
- The largest Gartner buyer in Q2 2014 was Norges Bank, an estimated $53M added.
- The largest Gartner seller in Q2 2014 was William Blair & Company, an estimated $97.8M sold.
Based on aggregated 13F filings for Q2 2014.