Gartner
264 hedge funds and large institutions have $6.08B invested in Gartner in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 106 reducing their positions, and 27 closing their positions.
1.51% more ownership
Funds ownership: 91.55% → 93.06% (+1.5%)
4% more capital invested
Capital invested by funds: $5.82B → $6.08B (+$253M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 272 → 264 (-8)
16% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 106
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
83% less call options, than puts
Call options by funds: $1.74M | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$52.7M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$49.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.2M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$27.4M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$58.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$55.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.3M |
| 4 |
Renaissance Technologies
New York
|
-$22.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$21.7M |
IT Hedge Fund Activity: Q3 2014 in Review
264 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2014, worth a combined $6.08B — up 4.3% from $5.82B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of IT and 20 opened new positions — a net loss of 7 holders — while 106 trimmed existing stakes and 89 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $52.7M. The largest seller was Jennison Associates, cutting an estimated $58.1M.
- 264 institutional investors held Gartner (IT) as of Q3 2014, down from 272 in Q2 2014.
- Funds reported $6.08B of Gartner stock for Q3 2014, up 4.3% quarter-over-quarter.
- 20 funds opened new Gartner positions in Q3 2014 and 27 closed out, a net change of -7 holders.
- The largest Gartner buyer in Q3 2014 was Massachusetts Financial Services, an estimated $52.7M added.
- The largest Gartner seller in Q3 2014 was Jennison Associates, an estimated $58.1M sold.
Based on aggregated 13F filings for Q3 2014.