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Forrester Research

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10% more funds holding

Funds holding: 115126 (+11)

2.8% less ownership

Funds ownership: 61.07%58.27% (-2.8%)

6% less capital invested

Capital invested by funds: $506M → $475M (-$31M)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
Net Calls
+$84K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$573K -$12.7K -297 -2%
SRAM
52
Stone Ridge Asset Management
New York
$551K -$76.8K -1,800 -13%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$532K
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$529K +$682 +16 +0.1%
PP
55
PDT Partners
New York
$501K -$34.1K -800 -7%
CS
56
Credit Suisse
Switzerland
$474K +$159K +3,737 +54%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$433K +$158K +3,705 +62%
Comerica Bank
58
Comerica Bank
Texas
$426K +$3.71K +87 +0.9%
QI
59
QS Investors
New York
$406K
Bank of America
60
Bank of America
North Carolina
$406K +$295K +6,922 +319%
SLF
61
Sun Life Financial
Ontario, Canada
$405K +$1.96K +46 +0.5%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$399K +$85.3K +2,000 +29%
AllianceBernstein
63
AllianceBernstein
Tennessee
$393K +$59.7K +1,400 +19%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$365K +$348K +8,161 New
AIG
65
American International Group
New York
$356K -$3.46K -81 -1%
OSIA
66
O'Shares Investment Advisers
Massachusetts
$314K +$299K +7,018 New
TPSF
67
Texas Permanent School Fund
Texas
$299K +$13.9K +325 +5%
MC
68
Menta Capital
California
$295K +$4.18K +98 +2%
Citigroup
69
Citigroup
New York
$278K -$427 -10 -0.2%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$262K
UCFA
71
United Capital Financial Advisors
Texas
$245K -$32.5K -761 -12%
Citadel Advisors
72
Citadel Advisors
Florida
$245K -$9.6K -225 -4%
EGM
73
Engineers Gate Manager
New York
$243K +$232K +5,442 New
VOYA Investment Management
74
VOYA Investment Management
Georgia
$237K -$9K -211 -4%
Two Sigma Investments
75
Two Sigma Investments
New York
$221K -$140K -3,288 -40%