Gartner
778 hedge funds and large institutions have $25.2B invested in Gartner in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 271 increasing their positions, 308 reducing their positions, and 56 closing their positions.
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
36% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 56
6% more capital invested
Capital invested by funds: $23.8B → $25.2B (+$1.39B)
2% more funds holding
Funds holding: 762 → 778 (+16)
3.04% less ownership
Funds ownership: 94.06% → 91.01% (-3%)
12% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 308
18% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $25.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$139M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$105M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$76.8M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$76.7M |
| 5 |
JCM
Junto Capital Management
New York
|
+$69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$497M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
-$246M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$189M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$111M |
| 5 |
Millennium Management
New York
|
-$72.2M |
IT Hedge Fund Activity: Q2 2023 in Review
778 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2023, worth a combined $25.2B — up 5.8% from $23.8B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IT positions and 56 closed out — a net gain of 20 holders — while 271 added to existing stakes and 308 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.
- 778 institutional investors held Gartner (IT) as of Q2 2023, up from 762 in Q1 2023.
- Funds reported $25.2B of Gartner stock for Q2 2023, up 5.8% quarter-over-quarter.
- 76 funds opened new Gartner positions in Q2 2023 and 56 closed out, a net change of +20 holders.
- The largest Gartner buyer in Q2 2023 was Massachusetts Financial Services, an estimated $139M added.
- The largest Gartner seller in Q2 2023 was Envestnet Asset Management, an estimated $497M sold.
Based on aggregated 13F filings for Q2 2023.