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Forrester Research

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $375M → $428M (+$53.4M)

3.83% more ownership

Funds ownership: 53.87%57.7% (+3.8%)

3% less funds holding

Funds holding: 119116 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.71M +$83.8K +2,081 +5%
RA
27
Royce & Associates
New York
$1.65M -$72.2K -1,793 -4%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.62M +$92.6K +2,300 +6%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.58M -$295K -7,336 -16%
Bank of America
30
Bank of America
North Carolina
$1.54M +$616K +15,289 +71%
TCIM
31
TIAA CREF Investment Management
New York
$1.52M +$92.8K +2,304 +7%
CIA
32
Capital Impact Advisors
Massachusetts
$1.25M +$72.7K +1,806 +6%
PPA
33
Parametric Portfolio Associates
Washington
$1.11M +$228K +5,663 +27%
Citadel Advisors
34
Citadel Advisors
Florida
$1.01M -$265K -6,575 -21%
BG
35
Bahl & Gaynor
Ohio
$992K +$151K +3,750 +19%
GC
36
Guggenheim Capital
Illinois
$906K +$63.4K +1,575 +8%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$898K +$19.7K +490 +2%
Prudential Financial
38
Prudential Financial
New Jersey
$879K -$2.42K -60 -0.3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$794K
Bessemer Group
40
Bessemer Group
New Jersey
$774K +$40.3K +1,000 +6%
Legal & General Group
41
Legal & General Group
United Kingdom
$736K -$14.1K -350 -2%
TA
42
Teachers Advisors
New York
$732K
SO
43
STRS Ohio
Ohio
$719K
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$691K +$185K +4,600 +39%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$678K -$64.2K -1,595 -9%
JP Morgan Chase
46
JP Morgan Chase
New York
$644K +$57.4K +1,426 +10%
Swiss National Bank
47
Swiss National Bank
Switzerland
$621K
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$561K
AllianceBernstein
49
AllianceBernstein
Tennessee
$530K -$40.3K -1,000 -7%
Canada Life
50
Canada Life
Manitoba, Canada
$527K -$48.4K -1,202 -9%