We are live on ! Find out more

439 hedge funds and large institutions have $12.8B invested in Gartner in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 166 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $11B → $12.8B (+$1.81B)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 102.92%105.53% (+2.6%)

0% more funds holding

Funds holding: 439439 (0)

4% less call options, than puts

Call options by funds: $31M | Put options by funds: $32.3M

12% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 166

Holders
439
Holders Change
Holders Change %
0%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
47
Increased
146
Reduced
166
Closed
42
Calls
$31M
Puts
$32.3M
Net Calls
-$1.31M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B +$18.7M +145,960 +2%
BAMCO Inc
2
BAMCO Inc
New York
$923M +$2.05M +15,995 +0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$890M +$98.6M +770,294 +13%
BlackRock
4
BlackRock
New York
$786M -$98.9M -772,323 -12%
Polen Capital Management
5
Polen Capital Management
Florida
$729M +$12M +93,895 +2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$696M +$69.5M +543,074 +12%
Select Equity Group
7
Select Equity Group
New York
$649M -$12.3M -96,432 -2%
Principal Financial Group
8
Principal Financial Group
Iowa
$641M +$158M +1,232,938 +34%
State Street
9
State Street
Massachusetts
$433M -$24.8M -193,968 -6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$294M +$12M +93,464 +4%
ACM
11
Atlanta Capital Management
Georgia
$291M -$747K -5,837 -0.3%
TCM
12
TimesSquare Capital Management
New York
$268M -$9.88M -77,161 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$236M +$7.92M +61,889 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$228M +$45.6M +356,370 +26%
Harris Associates
15
Harris Associates
Illinois
$226M +$218M +1,701,640 New
Goldman Sachs
16
Goldman Sachs
New York
$226M +$35.9M +280,766 +20%
BCM
17
Bares Capital Management
Texas
$217M +$5.95M +46,453 +3%
Wells Fargo
18
Wells Fargo
California
$198M +$729K +5,691 +0.4%
Bank of America
19
Bank of America
North Carolina
$182M +$120M +936,582 +216%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$173M -$12.7M -99,361 -7%
Northern Trust
21
Northern Trust
Illinois
$161M -$1.75M -13,657 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$134M -$9.83M -76,806 -7%
Invesco
23
Invesco
Georgia
$133M +$45.4M +354,988 +55%
TCIM
24
TIAA CREF Investment Management
New York
$113M -$9.29M -72,601 -8%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$106M +$206K +1,613 +0.2%

IT Hedge Fund Activity: Q2 2018 in Review

439 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2018, worth a combined $12.8B — up 16% from $11B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IT positions and 42 closed out — a net gain of 5 holders — while 146 added to existing stakes and 166 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $218M. The largest seller was Artisan Partners, exiting entirely with an estimated $104M sold.

  • 439 institutional investors held Gartner (IT) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $12.8B of Gartner stock for Q2 2018, up 16% quarter-over-quarter.
  • 47 funds opened new Gartner positions in Q2 2018 and 42 closed out, a net change of +5 holders.
  • The largest Gartner buyer in Q2 2018 was Harris Associates, an estimated $218M added.
  • The largest Gartner seller in Q2 2018 was Artisan Partners, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2018.