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324 hedge funds and large institutions have $6.37B invested in Gartner in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 102

3% more funds holding

Funds holding: 314324 (+10)

0.83% less ownership

Funds ownership: 92.87%92.04% (-0.83%)

3% less capital invested

Capital invested by funds: $6.57B → $6.37B (-$196M)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $2.24M

Holders
324
Holders Change
+10
Holders Change %
+3.18%
% of All Funds
9.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
122
Reduced
102
Closed
23
Calls
$3K
Puts
$2.24M
Net Calls
-$2.24M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$710M -$11.5M -132,066 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M +$4.68M +53,758 +0.9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$509M +$449K +5,150 +0.1%
Artisan Partners
4
Artisan Partners
Wisconsin
$268M +$1.53M +17,525 +0.6%
BFA
5
BlackRock Fund Advisors
California
$254M +$6.16M +70,681 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$247M -$15.1M -173,772 -6%
TCM
7
TimesSquare Capital Management
New York
$224M -$5.43M -62,375 -2%
BIT
8
BlackRock Institutional Trust
California
$211M +$1.62M +18,587 +0.7%
State Street
9
State Street
Massachusetts
$209M +$2.17M +24,898 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$208M +$33.2M +380,989 +18%
Morgan Stanley
11
Morgan Stanley
New York
$206M -$66.9M -767,985 -24%
JHIU
12
Janus Henderson Investors US
Colorado
$192M +$8.51M +97,700 +4%
Polen Capital Management
13
Polen Capital Management
Florida
$188M +$5.8M +66,539 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$181M -$10.2M -116,897 -5%
ACM
15
Atlanta Capital Management
Georgia
$117M +$1.33M +15,315 +1%
Northern Trust
16
Northern Trust
Illinois
$84.2M +$1.12M +12,849 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83M -$1.12M -12,870 -1%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$69M +$71.6M +822,310 New
GA
19
Geneva Advisors
Illinois
$66.7M +$2.13M +24,508 +3%
RA
20
Royce & Associates
New York
$60M -$3.22M -37,000 -5%
SO
21
STRS Ohio
Ohio
$59.2M +$2.76M +31,718 +5%
Norges Bank
22
Norges Bank
Norway
$57.3M +$7.04M +80,800 +13%
ACH
23
ArrowMark Colorado Holdings
Colorado
$54.8M +$378K +4,343 +0.7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$51.3M -$662K -7,595 -1%
BCM
25
Bares Capital Management
Texas
$48.9M +$24.4M +280,575 +93%

IT Hedge Fund Activity: Q3 2015 in Review

324 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2015, worth a combined $6.37B — down 3% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IT positions and 23 closed out — a net gain of 13 holders — while 122 added to existing stakes and 102 trimmed.

The largest buyer was Bank of America, adding an estimated $37.1M. The largest seller was William Blair & Company, cutting an estimated $67.1M.

  • 324 institutional investors held Gartner (IT) as of Q3 2015, up from 314 in Q2 2015.
  • Funds reported $6.37B of Gartner stock for Q3 2015, down 3% quarter-over-quarter.
  • 36 funds opened new Gartner positions in Q3 2015 and 23 closed out, a net change of +13 holders.
  • The largest Gartner buyer in Q3 2015 was Bank of America, an estimated $37.1M added.
  • The largest Gartner seller in Q3 2015 was William Blair & Company, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2015.