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549 hedge funds and large institutions have $13.2B invested in Gartner in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 195 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $15.3M

134% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 44

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

27% more capital invested

Capital invested by funds: $10.4B → $13.2B (+$2.79B)

11% more funds holding

Funds holding: 496549 (+53)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 177

1.24% less ownership

Funds ownership: 93.37%92.14% (-1.2%)

Holders
549
Holders Change
+53
Holders Change %
+10.69%
% of All Funds
9.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
103
Increased
195
Reduced
177
Closed
44
Calls
$51.6M
Puts
$15.3M
Net Calls
+$36.2M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B -$16.9M -117,187 -1%
Polen Capital Management
2
Polen Capital Management
Florida
$1.01B +$11.4M +78,791 +1%
BlackRock
3
BlackRock
New York
$946M -$21.1M -146,781 -2%
BAMCO Inc
4
BAMCO Inc
New York
$908M +$2.27M +15,787 +0.3%
GIM
5
Generation Investment Management
United Kingdom
$868M -$29.8M -207,058 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$619M -$68.1M -472,629 -11%
State Street
7
State Street
Massachusetts
$542M -$14M -97,430 -3%
ACM
8
Atlanta Capital Management
Georgia
$538M +$39.3M +272,504 +9%
Principal Financial Group
9
Principal Financial Group
Iowa
$521M -$12.7M -88,176 -3%
BCM
10
Bares Capital Management
Texas
$386M +$6.03M +41,849 +2%
Harris Associates
11
Harris Associates
Illinois
$282M -$1.65M -11,456 -0.6%
MCM
12
Melvin Capital Management
New York
$272M +$4.32M +30,000 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$227M +$4.07M +28,247 +2%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$209M -$3.66M -25,396 -2%
Northern Trust
15
Northern Trust
Illinois
$202M -$3M -20,814 -2%
Norges Bank
16
Norges Bank
Norway
$133M +$13.5M +93,420 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$113M -$2.73M -18,944 -3%
TCM
18
TimesSquare Capital Management
New York
$109M +$2.82M +19,600 +3%
Charles Schwab
19
Charles Schwab
California
$106M +$820K +5,692 +0.9%
ACH
20
ArrowMark Colorado Holdings
Colorado
$105M +$8.02M +55,647 +9%
Wells Fargo
21
Wells Fargo
California
$104M -$2.66M -18,452 -3%
Invesco
22
Invesco
Georgia
$94.2M +$4.61M +32,003 +6%
Bank of America
23
Bank of America
North Carolina
$92M -$12.5M -86,942 -13%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$88.5M -$3.45M -23,926 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$87.7M +$1.27M +8,808 +2%

IT Hedge Fund Activity: Q4 2020 in Review

549 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2020, worth a combined $13.2B — up 27% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IT positions and 44 closed out — a net gain of 59 holders — while 195 added to existing stakes and 177 trimmed.

The largest buyer was Junto Capital Management, opening a new position worth an estimated $61.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 549 institutional investors held Gartner (IT) as of Q4 2020, up from 496 in Q3 2020.
  • Funds reported $13.2B of Gartner stock for Q4 2020, up 27% quarter-over-quarter.
  • 103 funds opened new Gartner positions in Q4 2020 and 44 closed out, a net change of +59 holders.
  • The largest Gartner buyer in Q4 2020 was Junto Capital Management, an estimated $61.2M added.
  • The largest Gartner seller in Q4 2020 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q4 2020.