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Forrester Research

128 hedge funds and large institutions have $500M invested in Forrester Research in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

0.21% more ownership

Funds ownership: 57.54%57.75% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less capital invested

Capital invested by funds: $511M → $500M (-$11M)

3% less funds holding

Funds holding: 132128 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $305K

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
39
Closed
15
Calls
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.85M +$83.5K +1,734 +3%
Ameriprise
27
Ameriprise
Minnesota
$2.69M -$26.1K -543 -0.9%
PPA
28
Parametric Portfolio Associates
Washington
$2.54M +$318K +6,602 +14%
Millennium Management
29
Millennium Management
New York
$2.43M -$1.39M -28,792 -36%
Morgan Stanley
30
Morgan Stanley
New York
$2.34M +$1.52M +31,646 +174%
OAM
31
Oxford Asset Management
United Kingdom
$2.33M -$398K -8,265 -14%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$1.92M +$1.96M +40,731 New
Goldman Sachs
33
Goldman Sachs
New York
$1.84M -$708K -14,699 -27%
CIA
34
Capital Impact Advisors
Massachusetts
$1.83M -$38.8K -806 -2%
Bank of America
35
Bank of America
North Carolina
$1.74M -$70K -1,454 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.72M +$464K +9,630 +36%
Wells Fargo
37
Wells Fargo
California
$1.69M +$130K +2,693 +8%
Bessemer Group
38
Bessemer Group
New Jersey
$1.61M +$67.4K +1,400 +4%
Invesco
39
Invesco
Georgia
$1.55M +$108K +2,233 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.46M +$65K +1,350 +5%
RA
41
Royce & Associates
New York
$1.41M -$336K -6,969 -19%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$1.24M -$549K -11,400 -30%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.2M +$17.2K +358 +1%
SIM
44
Spark Investment Management
New York
$1.18M -$55K -1,142 -4%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M +$664K +13,800 +155%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.05M -$9.63K -200 -0.9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$957K +$101K +2,100 +12%
Two Sigma Investments
48
Two Sigma Investments
New York
$954K +$518K +10,760 +113%
Barclays
49
Barclays
United Kingdom
$868K -$660K -13,702 -43%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$819K +$838K +17,402 New