Gartner
497 hedge funds and large institutions have $10.4B invested in Gartner in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 35 closing their positions.
83% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 35
19% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 155
6% more funds holding
Funds holding: 470 → 497 (+27)
6% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $16.2M
3% more capital invested
Capital invested by funds: $10.1B → $10.4B (+$310M)
0.14% more ownership
Funds ownership: 93.23% → 93.36% (+0.14%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$73.1M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$44.1M |
| 3 |
MCM
Melvin Capital Management
New York
|
+$40.7M |
| 4 |
NC
Nitorum Capital
New York
|
+$39.2M |
| 5 |
Goldman Sachs
New York
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$32.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$28.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$28.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.9M |
IT Hedge Fund Activity: Q3 2020 in Review
497 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2020, worth a combined $10.4B — up 3.1% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IT positions and 35 closed out — a net gain of 29 holders — while 185 added to existing stakes and 155 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $73.1M. The largest seller was Fidelity Investments, cutting an estimated $110M.
- 497 institutional investors held Gartner (IT) as of Q3 2020, up from 470 in Q2 2020.
- Funds reported $10.4B of Gartner stock for Q3 2020, up 3.1% quarter-over-quarter.
- 64 funds opened new Gartner positions in Q3 2020 and 35 closed out, a net change of +29 holders.
- The largest Gartner buyer in Q3 2020 was Generation Investment Management, an estimated $73.1M added.
- The largest Gartner seller in Q3 2020 was Fidelity Investments, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2020.