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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 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 136

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

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: 99 (0)

0% less funds holding

Funds holding: 410409 (-1)

61% less call options, than puts

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

Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.2%
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
35
Calls
$2.76M
Puts
$7.05M
Net Calls
-$4.29M
Net Calls Change
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$16.7M +135,251 +2%
BAMCO Inc
2
BAMCO Inc
New York
$878M +$193K +1,560 +0%
BlackRock
3
BlackRock
New York
$819M +$49.8M +402,879 +7%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$562M +$29.2M +236,241 +6%
Select Equity Group
5
Select Equity Group
New York
$547M +$50.9M +411,875 +10%
Polen Capital Management
6
Polen Capital Management
Florida
$507M +$12.3M +99,243 +2%
State Street
7
State Street
Massachusetts
$443M -$2.66M -21,545 -0.6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$418M +$4.36M +35,262 +1%
TCM
9
TimesSquare Capital Management
New York
$278M +$11.1M +89,600 +4%
Artisan Partners
10
Artisan Partners
Wisconsin
$265M +$34.9M +282,571 +15%
AllianceBernstein
11
AllianceBernstein
Tennessee
$263M +$24.1M +195,284 +10%
ACM
12
Atlanta Capital Management
Georgia
$232M +$8.53K +69 +0%
Northern Trust
13
Northern Trust
Illinois
$153M +$7.59M +61,450 +5%
BCM
14
Bares Capital Management
Texas
$142M +$5.21M +42,195 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$138M -$16.7M -135,514 -11%
TCIM
16
TIAA CREF Investment Management
New York
$132M +$36.4M +294,288 +38%
Wells Fargo
17
Wells Fargo
California
$129M +$77.8M +629,507 +154%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$126M -$10M -81,147 -7%
Goldman Sachs
19
Goldman Sachs
New York
$123M +$33.5M +271,380 +38%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$122M +$6.03M +48,801 +5%
Norges Bank
21
Norges Bank
Norway
$114M +$7.98M +64,534 +8%
TCP
22
Tourbillon Capital Partners
New York
$114M -$23.6M -191,175 -17%
Principal Financial Group
23
Principal Financial Group
Iowa
$113M +$94.5M +764,504 +526%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$108M -$42.7M -345,813 -28%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$105M +$103M +832,644 +7,924%

IT Hedge Fund Activity: Q3 2017 in Review

409 of the 4,011 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 35 closed out — a net gain of 5 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 410 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 35 closed out, a net change of +5 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.