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Forrester Research

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.61% more ownership

Funds ownership: 59.91%61.52% (+1.6%)

3% more capital invested

Capital invested by funds: $449M → $464M (+$15.4M)

1% more funds holding

Funds holding: 118119 (+1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $864K

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
37
Closed
9
Calls
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.9M +$474K +11,058 +32%
CIA
27
Capital Impact Advisors
Massachusetts
$1.77M +$287K +6,698 +19%
MAM
28
Martingale Asset Management
Massachusetts
$1.73M +$55.7K +1,300 +3%
PPA
29
Parametric Portfolio Associates
Washington
$1.7M +$57.5K +1,342 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$1.66M +$92.3K +2,154 +6%
RA
31
Royce & Associates
New York
$1.6M
TD Asset Management
32
TD Asset Management
Ontario, Canada
$1.38M +$1.4M +32,800 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.34M -$77.1K -1,800 -5%
Wells Fargo
34
Wells Fargo
California
$1.34M +$12.2K +284 +0.9%
BG
35
Bahl & Gaynor
Ohio
$1.1M +$17.4K +406 +2%
Victory Capital Management
36
Victory Capital Management
Texas
$1.1M +$22.2K +518 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.04M +$21.5K +502 +2%
TCIM
38
TIAA CREF Investment Management
New York
$942K -$153K -3,580 -14%
JP Morgan Chase
39
JP Morgan Chase
New York
$913K +$137K +3,192 +17%
Legal & General Group
40
Legal & General Group
United Kingdom
$864K -$131K -3,057 -13%
TA
41
Teachers Advisors
New York
$813K +$80.9K +1,889 +11%
SO
42
STRS Ohio
Ohio
$767K +$34.3K +800 +5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$724K +$103K +2,400 +16%
Prudential Financial
44
Prudential Financial
New Jersey
$712K -$5.57K -130 -0.8%
OAM
45
Oxford Asset Management
United Kingdom
$686K -$64.4K -1,503 -8%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$658K +$7.88K +184 +1%
SGI
47
Summit Global Investments
Utah
$633K +$647K +15,100 New
Bessemer Group
48
Bessemer Group
New Jersey
$629K
ASRS
49
Arizona State Retirement System
Arizona
$604K -$51.9K -1,212 -8%
SRAM
50
Stone Ridge Asset Management
New York
$593K