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Forrester Research

116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

3.22% less ownership

Funds ownership: 57.75%54.53% (-3.2%)

9% less funds holding

Funds holding: 128116 (-12)

25% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $1.71M

35% less capital invested

Capital invested by funds: $500M → $325M (-$175M)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
46
Reduced
30
Closed
24
Calls
$1.29M
Puts
$1.71M
Net Calls
-$423K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$1.89M +$719K +18,155 +45%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.82M +$798K +20,153 +55%
Ameriprise
28
Ameriprise
Minnesota
$1.79M -$61.2K -1,545 -3%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$1.72M -$2.11M -53,224 -50%
Wells Fargo
30
Wells Fargo
California
$1.69M +$657K +16,596 +46%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.35M +$856K +21,633 +107%
DCM
32
Dupont Capital Management
Delaware
$1.32M +$1.28M +32,251 +370%
Squarepoint
33
Squarepoint
New York
$1.22M +$1.11M +28,102 +289%
MAM
34
Martingale Asset Management
Massachusetts
$1.21M -$1.08M -27,401 -42%
Bank of America
35
Bank of America
North Carolina
$1.16M -$31.7K -800 -2%
Invesco
36
Invesco
Georgia
$1.06M
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.02M +$28.4K +717 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$993K +$586K +14,812 +92%
Goldman Sachs
39
Goldman Sachs
New York
$916K -$422K -10,660 -27%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$896K +$222K +5,600 +25%
PPA
41
Parametric Portfolio Associates
Washington
$886K -$1.05M -26,445 -49%
RA
42
Royce & Associates
New York
$884K -$98K -2,475 -8%
Legal & General Group
43
Legal & General Group
United Kingdom
$859K +$44.3K +1,118 +4%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$847K +$144K +3,648 +16%
SIM
45
Spark Investment Management
New York
$808K
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$749K +$273K +6,897 +42%
WG
47
Winton Group
United Kingdom
$712K +$877K +22,149 New
WCM
48
Weld Capital Management
New York
$663K +$817K +20,634 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$654K
Bessemer Group
50
Bessemer Group
New Jersey
$627K -$586K -14,800 -43%