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Gartner
IT

409 hedge funds and large institutions have $10.9B invested in Gartner in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 136

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

3.51% more ownership

Funds ownership: 93.02% → 96.52% (+3.5%)

5% more capital invested

Capital invested by funds: $10.4B → $10.9B (+$491M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% less funds holding

Funds holding: 411 → 409 (-2)

61% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $7.05M

Holders
409
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
10.17%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
40
Increased
157
Reduced
136
Closed
36
Calls
$2.76M
Puts
$7.05M
Net Calls
-$4.29M
Net Calls Change
-$4.11M

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$103M
2
Principal Financial Group
Principal Financial Group
Iowa
+$94.5M
3
Wells Fargo
Wells Fargo
California
+$77.8M
4
Select Equity Group
Select Equity Group
New York
+$50.9M
5
BlackRock
BlackRock
New York
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
SC
Sculptor Capital
New York
-$63.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$52.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.7M
4
Millennium Management
Millennium Management
New York
-$40.9M
5
SC
Samlyn Capital
New York
-$38.7M

IT Hedge Fund Activity: Q3 2017 in Review

409 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2017, worth a combined $10.9B — up 4.7% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IT positions and 36 closed out — a net gain of 4 holders — while 157 added to existing stakes and 136 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $103M. The largest seller was Sculptor Capital, exiting entirely with an estimated $63.4M sold.

  • 409 institutional investors held Gartner (IT) as of Q3 2017, down from 411 in Q2 2017.
  • Funds reported $10.9B of Gartner stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 40 funds opened new Gartner positions in Q3 2017 and 36 closed out, a net change of +4 holders.
  • The largest Gartner buyer in Q3 2017 was CIBC Private Wealth Group, an estimated $103M added.
  • The largest Gartner seller in Q3 2017 was Sculptor Capital, an estimated $63.4M sold.

Based on aggregated 13F filings for Q3 2017.