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328 hedge funds and large institutions have $6.93B invested in Gartner in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $6.37B → $6.93B (+$559M)

1% more funds holding

Funds holding: 324328 (+4)

0.73% more ownership

Funds ownership: 92.04%92.78% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.63M

Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
151
Reduced
86
Closed
26
Calls
$1.06M
Puts
$1.63M
Net Calls
-$565K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$759M -$7.94M -89,640 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568M +$17.4K +196 +0%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$516M -$33.6M -379,570 -6%
BFA
4
BlackRock Fund Advisors
California
$315M +$39.5M +446,429 +15%
Artisan Partners
5
Artisan Partners
Wisconsin
$280M -$9.81M -110,828 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$256M -$10.5M -119,030 -4%
State Street
7
State Street
Massachusetts
$240M +$12.9M +145,973 +6%
BIT
8
BlackRock Institutional Trust
California
$239M +$10.5M +118,440 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$231M +$6.6M +74,575 +3%
Polen Capital Management
10
Polen Capital Management
Florida
$225M +$20.6M +232,323 +10%
JHIU
11
Janus Henderson Investors US
Colorado
$215M +$6.79M +76,728 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$201M +$4.37M +49,296 +2%
TCM
13
TimesSquare Capital Management
New York
$185M -$55.3M -624,650 -23%
ACM
14
Atlanta Capital Management
Georgia
$132M +$5.05M +57,008 +4%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$91M +$16M +180,837 +22%
Morgan Stanley
16
Morgan Stanley
New York
$90M -$130M -1,463,029 -60%
Northern Trust
17
Northern Trust
Illinois
$88.4M -$2.56M -28,946 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$88M -$1.68M -19,004 -2%
BCM
19
Bares Capital Management
Texas
$79.4M +$26M +293,224 +50%
GA
20
Geneva Advisors
Illinois
$74.4M +$2.23M +25,228 +3%
SO
21
STRS Ohio
Ohio
$71M +$6.84M +77,293 +11%
Norges Bank
22
Norges Bank
Norway
$62.9M +$960K +10,844 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$60.4M +$46.6M +525,692 +376%
Goldman Sachs
24
Goldman Sachs
New York
$54.7M +$22.4M +252,449 +72%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$54.1M -$1.35M -15,269 -2%

IT Hedge Fund Activity: Q4 2015 in Review

328 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2015, worth a combined $6.93B — up 8.8% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IT positions and 26 closed out — a net gain of 8 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $46.6M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 328 institutional investors held Gartner (IT) as of Q4 2015, up from 324 in Q3 2015.
  • Funds reported $6.93B of Gartner stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 34 funds opened new Gartner positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Gartner buyer in Q4 2015 was Royal Bank of Canada, an estimated $46.6M added.
  • The largest Gartner seller in Q4 2015 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2015.