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337 hedge funds and large institutions have $6.74B invested in Gartner in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 328337 (+9)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

0.18% less ownership

Funds ownership: 92.78%92.6% (-0.18%)

3% less capital invested

Capital invested by funds: $6.93B → $6.74B (-$188M)

18% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.95M

Holders
337
Holders Change
+9
Holders Change %
+2.74%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
127
Reduced
117
Closed
28
Calls
$1.59M
Puts
$1.95M
Net Calls
-$355K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$726M -$20.7M -245,343 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$539M -$20M -236,167 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$489M -$18.4M -217,571 -4%
BFA
4
BlackRock Fund Advisors
California
$326M +$15.4M +181,681 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$258M +$4.97M +58,758 +2%
Polen Capital Management
6
Polen Capital Management
Florida
$248M +$25.2M +298,505 +12%
State Street
7
State Street
Massachusetts
$240M +$3.55M +42,051 +2%
BIT
8
BlackRock Institutional Trust
California
$237M +$1.54M +18,185 +0.7%
Artisan Partners
9
Artisan Partners
Wisconsin
$217M -$55.1M -652,218 -21%
TCM
10
TimesSquare Capital Management
New York
$204M +$20.1M +237,325 +12%
JHIU
11
Janus Henderson Investors US
Colorado
$203M -$8.25M -97,544 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$197M -$28.9M -341,993 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$149M -$46.4M -549,325 -25%
ACM
14
Atlanta Capital Management
Georgia
$129M -$639K -7,564 -0.5%
BCM
15
Bares Capital Management
Texas
$90.8M +$11.9M +141,041 +16%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$90.7M +$983K +11,634 +1%
Northern Trust
17
Northern Trust
Illinois
$90.5M +$3.86M +45,652 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$90.3M +$3.35M +39,669 +4%
Morgan Stanley
19
Morgan Stanley
New York
$71.3M -$16.5M -195,197 -20%
SO
20
STRS Ohio
Ohio
$70M +$8.45K +100 +0%
GA
21
Geneva Advisors
Illinois
$67.8M -$5.19M -61,444 -7%
ACH
22
ArrowMark Colorado Holdings
Colorado
$67.6M +$16.7M +197,928 +35%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$67.2M +$7.36M +87,055 +13%
Select Equity Group
24
Select Equity Group
New York
$63.9M +$34.4M +407,209 +132%
Norges Bank
25
Norges Bank
Norway
$63M +$932K +11,025 +2%

IT Hedge Fund Activity: Q1 2016 in Review

337 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2016, worth a combined $6.74B — down 2.7% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IT positions and 28 closed out — a net gain of 9 holders — while 127 added to existing stakes and 117 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $54.4M. The largest seller was Artisan Partners, cutting an estimated $55.1M.

  • 337 institutional investors held Gartner (IT) as of Q1 2016, up from 328 in Q4 2015.
  • Funds reported $6.74B of Gartner stock for Q1 2016, down 2.7% quarter-over-quarter.
  • 37 funds opened new Gartner positions in Q1 2016 and 28 closed out, a net change of +9 holders.
  • The largest Gartner buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $54.4M added.
  • The largest Gartner seller in Q1 2016 was Artisan Partners, an estimated $55.1M sold.

Based on aggregated 13F filings for Q1 2016.