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449 hedge funds and large institutions have $14B invested in Gartner in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

3% more funds holding

Funds holding: 437449 (+12)

3% more capital invested

Capital invested by funds: $13.6B → $14B (+$395M)

2% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 156

10% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.6M

3.36% less ownership

Funds ownership: 100.41%97.05% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
53
Increased
153
Reduced
156
Closed
37
Calls
$11.3M
Puts
$12.6M
Net Calls
-$1.26M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$21.4M +136,695 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.08B -$43.4M -277,422 -4%
BAMCO Inc
3
BAMCO Inc
New York
$1.06B -$23.5M -150,306 -2%
BlackRock
4
BlackRock
New York
$1.02B +$25.3M +161,750 +3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$819M -$49.6M -317,063 -6%
Polen Capital Management
6
Polen Capital Management
Florida
$797M +$24.2M +154,604 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$618M -$79.2M -506,303 -12%
State Street
8
State Street
Massachusetts
$571M +$762K +4,874 +0.1%
Select Equity Group
9
Select Equity Group
New York
$380M -$290M -1,851,689 -44%
BCM
10
Bares Capital Management
Texas
$380M -$756K -4,835 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$361M +$5.79M +37,049 +2%
Harris Associates
12
Harris Associates
Illinois
$307M -$122K -781 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$278M +$11.8M +75,781 +5%
ACM
14
Atlanta Capital Management
Georgia
$267M +$2.12M +13,583 +0.8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$226M +$48M +307,131 +28%
Northern Trust
16
Northern Trust
Illinois
$200M +$8.07M +51,638 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$200M +$7.27M +46,490 +4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$174M -$9.52M -60,871 -5%
TCM
19
TimesSquare Capital Management
New York
$169M -$5.15M -32,930 -3%
Ameriprise
20
Ameriprise
Minnesota
$135M +$10.6M +67,850 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$131M +$21.6M +138,410 +20%
Invesco
22
Invesco
Georgia
$126M -$43M -275,006 -26%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$122M -$1.44M -9,212 -1%
Charles Schwab
24
Charles Schwab
California
$106M +$1.04M +6,670 +1%
Norges Bank
25
Norges Bank
Norway
$106M +$504K +3,225 +0.5%