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Forrester Research

104 hedge funds and large institutions have $463M invested in Forrester Research in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $358M → $463M (+$105M)

8% more funds holding

Funds holding: 96104 (+8)

0.46% more ownership

Funds ownership: 57.84%58.3% (+0.46%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.93M -$72.5K -1,814 -4%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.61M +$250K +6,254 +19%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.46M +$737K +18,454 +112%
Morgan Stanley
29
Morgan Stanley
New York
$1.42M +$291K +7,286 +27%
Invesco
30
Invesco
Georgia
$1.32M +$396K +9,899 +46%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.28M +$44.6K +1,116 +4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.07M
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02M +$22.8K +570 +2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.01M -$20K -500 -2%
Wells Fargo
35
Wells Fargo
California
$985K +$581K +14,529 +162%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$949K -$79.9K -2,000 -8%
Barclays
37
Barclays
United Kingdom
$881K -$120K -2,991 -12%
AAM
38
Auxier Asset Management
Oregon
$798K
Bank of America
39
Bank of America
North Carolina
$735K -$630K -15,764 -47%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$697K
ECM
41
ExodusPoint Capital Management
New York
$677K +$646K +16,157 New
Citadel Advisors
42
Citadel Advisors
Florida
$664K -$1.01M -25,269 -61%
CS
43
Credit Suisse
Switzerland
$600K +$87.9K +2,201 +18%
Deutsche Bank
44
Deutsche Bank
Germany
$573K +$82.6K +2,067 +18%
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$550K
M&T Bank
46
M&T Bank
New York
$530K
Prudential Financial
47
Prudential Financial
New Jersey
$522K -$144K -3,606 -22%
Comerica Bank
48
Comerica Bank
Texas
$509K +$9.07K +227 +2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$490K
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$484K -$1.68K -42 -0.4%