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690 hedge funds and large institutions have $25.1B invested in Gartner in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 239 increasing their positions, 243 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 59

9% more capital invested

Capital invested by funds: $23.1B → $25.1B (+$2B)

7% more funds holding

Funds holding: 645690 (+45)

1.79% more ownership

Funds ownership: 90.86%92.65% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 243

36% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $65M

Holders
690
Holders Change
+45
Holders Change %
+6.98%
% of All Funds
10.62%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
115
Increased
239
Reduced
243
Closed
59
Calls
$41.3M
Puts
$65M
Net Calls
-$23.7M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.04B -$34.1M -106,038 -1%
BlackRock
2
BlackRock
New York
$2.1B +$198M +615,832 +11%
BAMCO Inc
3
BAMCO Inc
New York
$1.78B -$42.6M -132,337 -2%
Polen Capital Management
4
Polen Capital Management
Florida
$1.54B +$27.8M +86,540 +2%
State Street
5
State Street
Massachusetts
$1.09B +$22.1M +68,873 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$902M +$25M +77,692 +3%
GIM
7
Generation Investment Management
United Kingdom
$738M -$197M -612,806 -22%
ACM
8
Atlanta Capital Management
Georgia
$571M -$120M -373,700 -18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$564M +$16.8M +52,268 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$532M -$427K -1,327 -0.1%
Harris Associates
11
Harris Associates
Illinois
$493M -$87.5M -272,069 -16%
Invesco
12
Invesco
Georgia
$409M +$86.3M +268,338 +28%
Alkeon Capital Management
13
Alkeon Capital Management
New York
$409M
Principal Financial Group
14
Principal Financial Group
Iowa
$406M -$39.9M -124,181 -9%
Goldman Sachs
15
Goldman Sachs
New York
$392M -$43M -133,775 -10%
Northern Trust
16
Northern Trust
Illinois
$377M -$5.28M -16,406 -1%
MCM
17
Melvin Capital Management
New York
$303M -$14.5M -45,000 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$284M +$26.3M +81,849 +11%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$282M -$9.79M -30,436 -3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$266M +$112M +349,099 +78%
Norges Bank
21
Norges Bank
Norway
$250M +$3.38M +10,526 +1%
Bank of America
22
Bank of America
North Carolina
$249M -$140K -434 -0.1%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$221M -$3.62M -11,250 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$190M +$3.5M +10,887 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$180M -$11.1M -34,661 -6%

IT Hedge Fund Activity: Q4 2021 in Review

690 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2021, worth a combined $25.1B — up 8.7% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IT positions and 59 closed out — a net gain of 56 holders — while 239 added to existing stakes and 243 trimmed.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Macquarie Group, cutting an estimated $222M.

  • 690 institutional investors held Gartner (IT) as of Q4 2021, up from 645 in Q3 2021.
  • Funds reported $25.1B of Gartner stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 115 funds opened new Gartner positions in Q4 2021 and 59 closed out, a net change of +56 holders.
  • The largest Gartner buyer in Q4 2021 was BlackRock, an estimated $198M added.
  • The largest Gartner seller in Q4 2021 was Macquarie Group, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.