Gartner
766 hedge funds and large institutions have $24.3B invested in Gartner in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 234 increasing their positions, 303 reducing their positions, and 42 closing their positions.
205% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 42
166% more call options, than puts
Call options by funds: $153M | Put options by funds: $57.7M
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
19% more capital invested
Capital invested by funds: $20.4B → $24.3B (+$3.88B)
10% more funds holding
Funds holding: 694 → 766 (+72)
1.63% less ownership
Funds ownership: 93.17% → 91.54% (-1.6%)
23% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 303
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$507M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$365M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$152M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$69.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$61.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$188M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$89.1M |
| 3 |
BAMCO Inc
New York
|
-$88.1M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$64.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$64.2M |
IT Hedge Fund Activity: Q4 2022 in Review
766 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2022, worth a combined $24.3B — up 19% from $20.4B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new IT positions and 42 closed out — a net gain of 86 holders — while 234 added to existing stakes and 303 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $507M. The largest seller was Harris Associates, cutting an estimated $188M.
- 766 institutional investors held Gartner (IT) as of Q4 2022, up from 694 in Q3 2022.
- Funds reported $24.3B of Gartner stock for Q4 2022, up 19% quarter-over-quarter.
- 128 funds opened new Gartner positions in Q4 2022 and 42 closed out, a net change of +86 holders.
- The largest Gartner buyer in Q4 2022 was Morgan Stanley, an estimated $507M added.
- The largest Gartner seller in Q4 2022 was Harris Associates, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2022.