We are live on ! Find out more
FORR icon

Forrester Research

119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

0.23% less ownership

Funds ownership: 54.1%53.87% (-0.23%)

4% less capital invested

Capital invested by funds: $389M → $375M (-$14.1M)

2% less funds holding

Funds holding: 122119 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
52
Reduced
36
Closed
9
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$1.62M
Charles Schwab
27
Charles Schwab
California
$1.51M +$6.76K +171 +0.4%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.43M +$455K +11,500 +46%
TCIM
29
TIAA CREF Investment Management
New York
$1.34M +$207K +5,244 +18%
Citadel Advisors
30
Citadel Advisors
Florida
$1.21M -$86.5K -2,188 -7%
Goldman Sachs
31
Goldman Sachs
New York
$1.14M -$252K -6,360 -18%
CIA
32
Capital Impact Advisors
Massachusetts
$1.1M -$425K -10,755 -28%
Bank of America
33
Bank of America
North Carolina
$844K +$207K +5,240 +32%
Prudential Financial
34
Prudential Financial
New Jersey
$825K -$15K -380 -2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$821K -$2.49K -63 -0.3%
PPA
36
Parametric Portfolio Associates
Washington
$819K +$106K +2,668 +15%
GC
37
Guggenheim Capital
Illinois
$786K -$41.5K -1,048 -5%
BG
38
Bahl & Gaynor
Ohio
$782K +$70.2K +1,775 +10%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$743K +$28.5K +720 +4%
Legal & General Group
40
Legal & General Group
United Kingdom
$702K +$59.3K +1,499 +9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$697K -$71.2K -1,800 -9%
TA
42
Teachers Advisors
New York
$685K +$21.2K +536 +3%
Bessemer Group
43
Bessemer Group
New Jersey
$685K +$439K +11,100 +173%
SO
44
STRS Ohio
Ohio
$673K +$19.8K +500 +3%
Victory Capital Management
45
Victory Capital Management
Texas
$659K +$49.9K +1,261 +8%
Citigroup
46
Citigroup
New York
$647K +$47K +1,188 +8%
PCP
47
P2 Capital Partners
New York
$591K -$26.1M -660,838 -98%
Swiss National Bank
48
Swiss National Bank
Switzerland
$581K
Deutsche Bank
49
Deutsche Bank
Germany
$551K +$458K +11,589 +456%
JP Morgan Chase
50
JP Morgan Chase
New York
$545K -$204K -5,149 -27%