Gartner
707 hedge funds and large institutions have $22B invested in Gartner in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 235 increasing their positions, 275 reducing their positions, and 74 closing their positions.
32% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 74
25% more call options, than puts
Call options by funds: $111M | Put options by funds: $88.1M
2% more funds holding
Funds holding: 690 → 707 (+17)
2.54% less ownership
Funds ownership: 92.65% → 90.11% (-2.5%)
12% less capital invested
Capital invested by funds: $25.1B → $22B (-$3.09B)
15% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 275
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$225M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$99.1M |
| 3 |
JCM
Junto Capital Management
New York
|
+$85M |
| 4 |
BlackRock
New York
|
+$50.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$347M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$278M |
| 3 |
Alkeon Capital Management
New York
|
-$160M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$108M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.2M |
IT Hedge Fund Activity: Q1 2022 in Review
707 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2022, worth a combined $22B — down 12% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IT positions and 74 closed out — a net gain of 24 holders — while 235 added to existing stakes and 275 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $225M. The largest seller was Polen Capital Management, cutting an estimated $347M.
- 707 institutional investors held Gartner (IT) as of Q1 2022, up from 690 in Q4 2021.
- Funds reported $22B of Gartner stock for Q1 2022, down 12% quarter-over-quarter.
- 98 funds opened new Gartner positions in Q1 2022 and 74 closed out, a net change of +24 holders.
- The largest Gartner buyer in Q1 2022 was Winslow Capital Management, an estimated $225M added.
- The largest Gartner seller in Q1 2022 was Polen Capital Management, an estimated $347M sold.
Based on aggregated 13F filings for Q1 2022.