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Forrester Research

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 56.56%57.85% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

11% less funds holding

Funds holding: 116103 (-13)

28% less capital invested

Capital invested by funds: $439M → $317M (-$122M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
37
Closed
21
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$1.5M -$846K -22,245 -30%
Ameriprise
27
Ameriprise
Minnesota
$1.49M -$127K -3,345 -6%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.39M +$1.35M +35,489 +298%
Wells Fargo
29
Wells Fargo
California
$1.03M -$665K -17,477 -33%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.01M +$26.2K +688 +2%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$993K -$1.29M -33,879 -50%
Legal & General Group
32
Legal & General Group
United Kingdom
$856K +$13.2K +348 +1%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$811K -$815K -21,424 -44%
Morgan Stanley
34
Morgan Stanley
New York
$783K -$3.01M -79,099 -75%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$695K
Invesco
36
Invesco
Georgia
$667K +$191K +5,033 +28%
Swiss National Bank
37
Swiss National Bank
Switzerland
$633K +$11.4K +300 +1%
SIM
38
Spark Investment Management
New York
$609K -$164K -4,300 -17%
Bank of America
39
Bank of America
North Carolina
$597K -$358K -9,409 -32%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$543K -$11.6K -305 -2%
Prudential Financial
41
Prudential Financial
New Jersey
$486K -$143K -3,767 -18%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$486K +$18.3K +480 +3%
WG
43
Winton Group
United Kingdom
$436K -$75.8K -1,993 -12%
TI
44
Trexquant Investment
Connecticut
$423K +$550K +14,470 New
JP Morgan Chase
45
JP Morgan Chase
New York
$417K -$646K -16,977 -54%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$414K +$95.1K +2,500 +21%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$396K +$89.9K +2,363 +21%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$388K
Axa
49
Axa
France
$386K -$312K -8,200 -38%
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$381K -$95.9K -2,523 -16%