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Forrester Research

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10% more funds holding

Funds holding: 115126 (+11)

2.8% less ownership

Funds ownership: 61.07%58.27% (-2.8%)

6% less capital invested

Capital invested by funds: $506M → $475M (-$31M)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
Net Calls
+$84K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.28M +$371K +8,701 +21%
PPA
27
Parametric Portfolio Associates
Washington
$2M +$79.2K +1,856 +4%
CIA
28
Capital Impact Advisors
Massachusetts
$1.75M -$102K -2,381 -6%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$1.69M
Invesco
30
Invesco
Georgia
$1.68M -$8.94M -209,671 -85%
RA
31
Royce & Associates
New York
$1.65M -$51.3K -1,203 -3%
Wells Fargo
32
Wells Fargo
California
$1.59M +$63K +1,478 +4%
Barclays
33
Barclays
United Kingdom
$1.39M +$424K +9,944 +47%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.32M +$222K +5,194 +21%
BG
35
Bahl & Gaynor
Ohio
$1.12M -$78.5K -1,841 -7%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.06M -$229K -5,373 -18%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.01M +$1.58K +37 +0.2%
Bessemer Group
38
Bessemer Group
New Jersey
$1.01M +$316K +7,400 +49%
TCIM
39
TIAA CREF Investment Management
New York
$922K -$5.33K -125 -0.6%
Deutsche Bank
40
Deutsche Bank
Germany
$890K -$420K -9,842 -33%
Prudential Financial
41
Prudential Financial
New Jersey
$880K +$101K +2,374 +14%
TA
42
Teachers Advisors
New York
$859K
SIM
43
Spark Investment Management
New York
$799K +$571K +13,398 +299%
JP Morgan Chase
44
JP Morgan Chase
New York
$782K +$551K +12,925 +282%
Swiss National Bank
45
Swiss National Bank
Switzerland
$771K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$734K +$26.4K +620 +4%
SGI
47
Summit Global Investments
Utah
$711K -$17.1K -400 -2%
ASRS
48
Arizona State Retirement System
Arizona
$704K +$45.6K +1,068 +7%
SO
49
STRS Ohio
Ohio
$657K -$56K -1,314 -8%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$599K