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Forrester Research

96 hedge funds and large institutions have $358M invested in Forrester Research in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $349M → $358M (+$9.06M)

0.25% less ownership

Funds ownership: 58.09%57.84% (-0.25%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

4% less funds holding

Funds holding: 10096 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCPM
26
Cooper Creek Partners Management
New York
$1.53M
Citadel Advisors
27
Citadel Advisors
Florida
$1.35M -$166K -4,846 -11%
Bank of America
28
Bank of America
North Carolina
$1.09M +$615K +17,968 +117%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.06M +$29.9K +875 +3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$967K -$48.7K -1,422 -5%
Morgan Stanley
31
Morgan Stanley
New York
$870K -$61.1K -1,787 -6%
Swiss National Bank
32
Swiss National Bank
Switzerland
$838K
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$809K +$20.5K +600 +2%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$808K +$843K +24,638 New
Barclays
35
Barclays
United Kingdom
$788K +$339K +9,906 +70%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$779K
Invesco
37
Invesco
Georgia
$705K +$28.7K +838 +4%
AAM
38
Auxier Asset Management
Oregon
$625K +$173K +5,050 +36%
JP Morgan Chase
39
JP Morgan Chase
New York
$545K -$207K -6,041 -27%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$545K
Prudential Financial
41
Prudential Financial
New Jersey
$527K +$116K +3,400 +27%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$439K -$263K -7,683 -36%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$430K
Comerica Bank
44
Comerica Bank
Texas
$430K +$6.26K +183 +2%
Canada Life
45
Canada Life
Manitoba, Canada
$414K -$53.4K -1,561 -11%
M&T Bank
46
M&T Bank
New York
$414K +$95.6K +2,794 +28%
CS
47
Credit Suisse
Switzerland
$397K -$9.72K -284 -2%
TRCT
48
Tower Research Capital (TRC)
New York
$394K +$325K +9,487 +375%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$384K +$82.1K +2,400 +26%
Deutsche Bank
50
Deutsche Bank
Germany
$381K +$31.5K +922 +9%