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874 hedge funds and large institutions have $32.1B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 309 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $16.3M

8% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 84

8% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 309

0.29% more ownership

Funds ownership: 91.71%92.01% (+0.29%)

1% less funds holding

Funds holding: 880874 (-6)

6% less capital invested

Capital invested by funds: $34B → $32.1B (-$1.94B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
874
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.62%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
91
Increased
333
Reduced
309
Closed
84
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.08B +$50.6M +113,649 +1%
BlackRock
2
BlackRock
New York
$2.89B +$113M +254,434 +4%
BAMCO Inc
3
BAMCO Inc
New York
$1.88B -$29.7M -66,814 -2%
State Street
4
State Street
Massachusetts
$1.45B +$13.2M +29,697 +0.9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.41B -$53.6M -120,558 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.3B -$842K -1,893 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$959M +$28M +62,914 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$888M +$89.3M +200,701 +11%
Principal Financial Group
9
Principal Financial Group
Iowa
$852M +$152M +341,911 +22%
Polen Capital Management
10
Polen Capital Management
Florida
$741M -$43.6M -98,038 -6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$673M -$89M -199,943 -12%
GIM
12
Generation Investment Management
United Kingdom
$570M -$81.3M -182,713 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$434M +$10.7M +23,940 +3%
Brown Advisory
14
Brown Advisory
Maryland
$421M -$127M -284,674 -23%
Norges Bank
15
Norges Bank
Norway
$414M +$12.1M +27,270 +3%
Invesco
16
Invesco
Georgia
$412M +$25.6M +57,531 +7%
Northern Trust
17
Northern Trust
Illinois
$385M +$4.78M +10,751 +1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$379M -$16M -36,013 -4%
Goldman Sachs
19
Goldman Sachs
New York
$369M +$100M +225,583 +38%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$352M -$11.1M -24,856 -3%
Franklin Resources
21
Franklin Resources
California
$349M -$149M -334,431 -30%
Bessemer Group
22
Bessemer Group
New Jersey
$338M +$63.3M +142,254 +23%
FPP
23
Findlay Park Partners
United Kingdom
$302M -$2.31M -5,200 -0.8%
Bank of America
24
Bank of America
North Carolina
$283M -$9.19M -20,660 -3%
SGA
25
Sustainable Growth Advisers
Connecticut
$267M +$264M +593,553 New

IT Hedge Fund Activity: Q2 2024 in Review

874 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2024, worth a combined $32.1B — down 5.7% from $34B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IT positions and 84 closed out — a net gain of 7 holders — while 333 added to existing stakes and 309 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $149M.

  • 874 institutional investors held Gartner (IT) as of Q2 2024, down from 880 in Q1 2024.
  • Funds reported $32.1B of Gartner stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 91 funds opened new Gartner positions in Q2 2024 and 84 closed out, a net change of +7 holders.
  • The largest Gartner buyer in Q2 2024 was Sustainable Growth Advisers, an estimated $264M added.
  • The largest Gartner seller in Q2 2024 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.