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410 hedge funds and large institutions have $10.4B invested in Gartner in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 105 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 105

33% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 51

22% more capital invested

Capital invested by funds: $8.49B → $10.4B (+$1.9B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 395410 (+15)

8% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $4.17M

1.87% less ownership

Funds ownership: 94.88%93.02% (-1.9%)

Holders
410
Holders Change
+15
Holders Change %
+3.8%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
68
Increased
181
Reduced
105
Closed
51
Calls
$3.83M
Puts
$4.17M
Net Calls
-$344K
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$247M +2,125,783 +32%
BAMCO Inc
2
BAMCO Inc
New York
$871M +$7.06M +60,789 +0.9%
BlackRock
3
BlackRock
New York
$763M -$232M -1,996,929 -24%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$528M +$464M +3,998,373 +1,427%
Select Equity Group
5
Select Equity Group
New York
$492M +$9.27M +79,887 +2%
Polen Capital Management
6
Polen Capital Management
Florida
$491M +$29.9M +257,899 +7%
State Street
7
State Street
Massachusetts
$443M +$101M +867,040 +32%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$410M +$5.52M +47,526 +1%
TCM
9
TimesSquare Capital Management
New York
$265M -$7.82M -67,350 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$237M +$68.3M +588,574 +44%
ACM
11
Atlanta Capital Management
Georgia
$230M -$2.67M -22,997 -1%
Artisan Partners
12
Artisan Partners
Wisconsin
$228M +$75.4M +649,942 +54%
JP Morgan Chase
13
JP Morgan Chase
New York
$155M +$8.94M +77,018 +7%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$150M -$756K -6,513 -0.5%
Northern Trust
15
Northern Trust
Illinois
$145M +$3.04M +26,219 +2%
TCP
16
Tourbillon Capital Partners
New York
$136M +$20.3M +175,233 +19%
BCM
17
Bares Capital Management
Texas
$135M +$612K +5,271 +0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$135M +$6.61M +56,955 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$115M +$35.6M +306,488 +49%
Norges Bank
20
Norges Bank
Norway
$106M +$24.9M +214,336 +33%
GA
21
Geneva Advisors
Illinois
$102M -$288K -2,480 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$97.4M -$23.1M -198,767 -20%
TCIM
23
TIAA CREF Investment Management
New York
$94.7M +$46.6M +401,123 +110%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$93.7M -$24.6M -211,613 -22%
Goldman Sachs
25
Goldman Sachs
New York
$88.5M +$6.33M +54,516 +8%

IT Hedge Fund Activity: Q2 2017 in Review

410 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2017, worth a combined $10.4B — up 22% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IT positions and 51 closed out — a net gain of 17 holders — while 181 added to existing stakes and 105 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $464M. The largest seller was BlackRock, cutting an estimated $232M.

  • 410 institutional investors held Gartner (IT) as of Q2 2017, up from 395 in Q1 2017.
  • Funds reported $10.4B of Gartner stock for Q2 2017, up 22% quarter-over-quarter.
  • 68 funds opened new Gartner positions in Q2 2017 and 51 closed out, a net change of +17 holders.
  • The largest Gartner buyer in Q2 2017 was Janus Henderson Group, an estimated $464M added.
  • The largest Gartner seller in Q2 2017 was BlackRock, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2017.