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469 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $8.41B → $10.1B (+$1.68B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 157

3% more funds holding

Funds holding: 455469 (+14)

8% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $9.57M

1.44% less ownership

Funds ownership: 94.68%93.24% (-1.4%)

Holders
469
Holders Change
+14
Holders Change %
+3.08%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
174
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B -$22.4M -193,492 -2%
Polen Capital Management
2
Polen Capital Management
Florida
$742M +$55M +475,596 +8%
BlackRock
3
BlackRock
New York
$733M -$5.71M -49,413 -0.8%
BAMCO Inc
4
BAMCO Inc
New York
$703M -$20.6M -177,953 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$631M +$122M +1,053,755 +25%
GIM
6
Generation Investment Management
United Kingdom
$613M +$123M +1,068,147 +27%
Principal Financial Group
7
Principal Financial Group
Iowa
$433M -$4.62M -39,990 -1%
State Street
8
State Street
Massachusetts
$432M -$626K -5,414 -0.2%
ACM
9
Atlanta Capital Management
Georgia
$363M +$53.1M +459,811 +18%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$306M -$276M -2,387,992 -49%
BCM
11
Bares Capital Management
Texas
$293M -$12.2M -105,645 -4%
Harris Associates
12
Harris Associates
Illinois
$215M -$263K -2,280 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$168M +$4.06M +35,121 +3%
MCM
14
Melvin Capital Management
New York
$164M +$27.7M +240,000 +22%
Northern Trust
15
Northern Trust
Illinois
$156M +$5.16M +44,619 +4%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$147M +$14M +121,449 +11%
TCM
17
TimesSquare Capital Management
New York
$93.7M -$5.77M -49,900 -6%
Norges Bank
18
Norges Bank
Norway
$90M +$4.2M +36,333 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$88.1M +$4.74M +41,028 +6%
Wells Fargo
20
Wells Fargo
California
$83.4M -$784K -6,785 -1%
Charles Schwab
21
Charles Schwab
California
$79.2M -$804K -6,956 -1%
ACH
22
ArrowMark Colorado Holdings
Colorado
$72.1M +$15M +130,156 +28%
Invesco
23
Invesco
Georgia
$68.1M +$11.5M +99,139 +21%
Bank of America
24
Bank of America
North Carolina
$67.8M +$10.1M +87,684 +19%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$66.4M +$8.44M +73,082 +15%