Gartner
791 hedge funds and large institutions have $24.8B invested in Gartner in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 270 increasing their positions, 317 reducing their positions, and 57 closing their positions.
39% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 57
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
2% more funds holding
Funds holding: 777 → 791 (+14)
0.33% more ownership
Funds ownership: 90.97% → 91.31% (+0.33%)
2% less capital invested
Capital invested by funds: $25.2B → $24.8B (-$411M)
15% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 317
24% less call options, than puts
Call options by funds: $24M | Put options by funds: $31.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$161M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$148M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$127M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$110M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$137M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$104M |
| 3 |
BlackRock
New York
|
-$82.4M |
| 4 |
Millennium Management
New York
|
-$75.8M |
| 5 |
JCM
Junto Capital Management
New York
|
-$67.6M |
IT Hedge Fund Activity: Q3 2023 in Review
791 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2023, worth a combined $24.8B — down 1.6% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IT positions and 57 closed out — a net gain of 22 holders — while 270 added to existing stakes and 317 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $161M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $137M sold.
- 791 institutional investors held Gartner (IT) as of Q3 2023, up from 777 in Q2 2023.
- Funds reported $24.8B of Gartner stock for Q3 2023, down 1.6% quarter-over-quarter.
- 79 funds opened new Gartner positions in Q3 2023 and 57 closed out, a net change of +22 holders.
- The largest Gartner buyer in Q3 2023 was AllianceBernstein, an estimated $161M added.
- The largest Gartner seller in Q3 2023 was Balyasny Asset Management, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2023.