Gartner
446 hedge funds and large institutions have $12.5B invested in Gartner in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 55 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 125
4% more capital inflows, than outflows
Capital inflows: $817M | Capital outflows: $787M
0.25% more ownership
Funds ownership: 97.07% → 97.31% (+0.25%)
1% less funds holding
Funds holding: 449 → 446 (-3)
4% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 55
19% less call options, than puts
Call options by funds: $13.4M | Put options by funds: $16.6M
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 2 |
Atlanta Capital Management
Atlanta,
Georgia
|
+$59.7M |
| 3 |
Waddell & Reed Financial
Overland Park,
Kansas
|
+$48.3M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$46.2M |
| 5 |
Melvin Capital Management
New York
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$228M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$73.7M |
| 3 |
JP Morgan Chase
New York
|
-$63.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$62.2M |
| 5 |
TimesSquare Capital Management
New York
|
-$50.1M |
IT Hedge Fund Activity: Q3 2019 in Review
446 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2019, worth a combined $12.5B — down 11% from $14.1B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of IT and 53 opened new positions — a net loss of 2 holders — while 125 trimmed existing stakes and 185 added.
The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was Select Equity Group, cutting an estimated $228M.
- 446 institutional investors held Gartner (IT) as of Q3 2019, down from 449 in Q2 2019.
- Funds reported $12.5B of Gartner stock for Q3 2019, down 11% quarter-over-quarter.
- 53 funds opened new Gartner positions in Q3 2019 and 55 closed out, a net change of -2 holders.
- The largest Gartner buyer in Q3 2019 was Fidelity Investments, an estimated $138M added.
- The largest Gartner seller in Q3 2019 was Select Equity Group, an estimated $228M sold.
Based on aggregated 13F filings for Q3 2019.