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Forrester Research

116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $325M → $439M (+$114M)

2.03% more ownership

Funds ownership: 54.53%56.56% (+2%)

0% more funds holding

Funds holding: 116116 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

31% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $2.43M

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
41
Closed
15
Calls
$1.67M
Puts
$2.43M
Net Calls
-$758K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.68M +$53.4K +1,431 +2%
Ameriprise
27
Ameriprise
Minnesota
$2.27M -$46.6K -1,250 -2%
Goldman Sachs
28
Goldman Sachs
New York
$2.25M +$953K +25,570 +90%
Wells Fargo
29
Wells Fargo
California
$2.19M -$597 -16 -0%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.05M +$681K +18,265 +59%
OPCM
31
Osborne Partners Capital Management
California
$2.03M +$1.82M +48,735 New
PPA
32
Parametric Portfolio Associates
Washington
$1.8M +$578K +15,508 +56%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$1.79M -$389K -10,447 -20%
Squarepoint
34
Squarepoint
New York
$1.78M +$185K +4,951 +13%
WA
35
Wasatch Advisors
Utah
$1.55M +$1.39M +37,160 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.41M +$81.8K +2,195 +7%
WSL
37
Western Standard LLC
California
$1.35M +$1.2M +32,300 New
JP Morgan Chase
38
JP Morgan Chase
New York
$1.3M -$946K -25,374 -45%
Bank of America
39
Bank of America
North Carolina
$1.25M -$236K -6,332 -17%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.21M +$81.6K +2,188 +8%
MAM
41
Martingale Asset Management
Massachusetts
$1.2M -$328K -8,804 -23%
SIM
42
Spark Investment Management
New York
$1.05M
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$991K -$96.9K -2,600 -10%
Axa
44
Axa
France
$892K +$255K +6,840 +47%
Swiss National Bank
45
Swiss National Bank
Switzerland
$890K +$37.3K +1,000 +5%
Prudential Financial
46
Prudential Financial
New Jersey
$851K +$122K +3,270 +19%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$788K -$336K -9,000 -32%
Barclays
48
Barclays
United Kingdom
$772K +$289K +7,741 +72%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$750K -$3.73K -100 -0.6%
Invesco
50
Invesco
Georgia
$741K -$566K -15,192 -46%