Gartner
470 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.
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
20% more capital invested
Capital invested by funds: $8.4B → $10.1B (+$1.68B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 157
3% more funds holding
Funds holding: 456 → 470 (+14)
8% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $9.57M
1.4% less ownership
Funds ownership: 94.63% → 93.23% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$123M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$122M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
+$55M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$53.1M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$276M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$50.8M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$49.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$45.2M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$40.9M |
IT Hedge Fund Activity: Q2 2020 in Review
470 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2020, worth a combined $10.1B — up 20% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IT positions and 46 closed out — a net gain of 17 holders — while 174 added to existing stakes and 157 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $123M. The largest seller was T. Rowe Price Associates, cutting an estimated $276M.
- 470 institutional investors held Gartner (IT) as of Q2 2020, up from 456 in Q1 2020.
- Funds reported $10.1B of Gartner stock for Q2 2020, up 20% quarter-over-quarter.
- 63 funds opened new Gartner positions in Q2 2020 and 46 closed out, a net change of +17 holders.
- The largest Gartner buyer in Q2 2020 was Generation Investment Management, an estimated $123M added.
- The largest Gartner seller in Q2 2020 was T. Rowe Price Associates, an estimated $276M sold.
Based on aggregated 13F filings for Q2 2020.