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905 hedge funds and large institutions have $35.8B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 323 increasing their positions, 336 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $15.3M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $32.1B → $35.8B (+$3.7B)

4% more funds holding

Funds holding: 874905 (+31)

0.43% less ownership

Funds ownership: 92.01%91.58% (-0.43%)

4% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 336

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
905
Holders Change
+31
Holders Change %
+3.55%
% of All Funds
13%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
106
Increased
323
Reduced
336
Closed
69
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.65B +$38.1M +79,313 +0.9%
BlackRock
2
BlackRock
New York
$3.26B +$3.41M +7,086 +0.1%
BAMCO Inc
3
BAMCO Inc
New York
$2.04B -$77.7M -161,535 -4%
State Street
4
State Street
Massachusetts
$1.65B +$17.4M +36,258 +1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.46B -$121M -251,075 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.32B -$147M -305,098 -11%
Morgan Stanley
7
Morgan Stanley
New York
$1.1B +$14.9M +30,914 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.02B +$17.6M +36,698 +2%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.01B +$49.9M +103,814 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$747M -$11.6M -24,099 -2%
Polen Capital Management
11
Polen Capital Management
Florida
$745M -$87.2M -181,401 -11%
GIM
12
Generation Investment Management
United Kingdom
$616M -$26.1M -54,259 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$525M +$33.8M +70,236 +7%
Norges Bank
14
Norges Bank
Norway
$471M +$3.22M +6,701 +0.7%
Brown Advisory
15
Brown Advisory
Maryland
$468M -$6.91M -14,372 -2%
Invesco
16
Invesco
Georgia
$453M -$11.4M -23,712 -3%
Franklin Resources
17
Franklin Resources
California
$423M +$12.2M +25,315 +3%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$417M +$18.3M +38,080 +5%
Northern Trust
19
Northern Trust
Illinois
$415M -$18.8M -39,081 -5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$405M -$21.4M -44,438 -5%
Bessemer Group
21
Bessemer Group
New Jersey
$384M +$2.8M +5,829 +0.8%
Goldman Sachs
22
Goldman Sachs
New York
$384M -$30.5M -63,536 -8%
SGA
23
Sustainable Growth Advisers
Connecticut
$358M +$54.3M +112,991 +19%
Bank of America
24
Bank of America
North Carolina
$350M +$29.2M +60,659 +10%
FPP
25
Findlay Park Partners
United Kingdom
$337M -$3.37M -7,000 -1%

IT Hedge Fund Activity: Q3 2024 in Review

905 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2024, worth a combined $35.8B — up 12% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IT positions and 69 closed out — a net gain of 37 holders — while 323 added to existing stakes and 336 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 905 institutional investors held Gartner (IT) as of Q3 2024, up from 874 in Q2 2024.
  • Funds reported $35.8B of Gartner stock for Q3 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Gartner positions in Q3 2024 and 69 closed out, a net change of +37 holders.
  • The largest Gartner buyer in Q3 2024 was Point72 Asset Management, an estimated $67.3M added.
  • The largest Gartner seller in Q3 2024 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.