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Forrester Research

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $375M → $428M (+$53.4M)

3.83% more ownership

Funds ownership: 53.87%57.7% (+3.8%)

3% less funds holding

Funds holding: 119116 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
Cigna Investments
Connecticut
$244K
NFA
77
Nationwide Fund Advisors
Ohio
$236K -$11.1K -276 -5%
FQ
78
First Quadrant
California
$227K
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$214K +$81.5K +2,023 +66%
WCM
80
Wedge Capital Management
North Carolina
$211K -$41.4K -1,029 -17%
ASRS
81
Arizona State Retirement System
Arizona
$211K -$4.03K -100 -2%
First Trust Advisors
82
First Trust Advisors
Illinois
$210K -$16.1K -399 -7%
MWNA
83
Marshall Wace North America
New York
$206K +$198K +4,908 New
Victory Capital Management
84
Victory Capital Management
Texas
$200K -$486K -12,060 -72%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$184K
MERSOM
86
Municipal Employees' Retirement System of Michigan
Michigan
$153K +$55.2K +1,370 +60%
Acadian Asset Management
87
Acadian Asset Management
Massachusetts
$150K -$26.8K -665 -16%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$138K
Barclays
89
Barclays
United Kingdom
$129K -$72.7K -1,804 -37%
MSA
90
Mason Street Advisors
Wisconsin
$103K +$2.58K +64 +3%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$80K -$1.21K -30 -2%
LIA
92
LS Investment Advisors
Michigan
$76K +$17.4K +432 +31%
KBC Group
93
KBC Group
Belgium
$75K
Russell Investments Group
94
Russell Investments Group
United Kingdom
$70K -$161K -3,990 -70%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$68K +$45.3K +1,125 +222%
UBS Group
96
UBS Group
Switzerland
$57K +$28K +695 +105%
US Bancorp
97
US Bancorp
Minnesota
$52K +$2.01K +50 +4%
PI
98
PineBridge Investments
New York
$50K -$3.02K -75 -6%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$42K +$32.8K +815 +408%
MAM
100
Meeder Asset Management
Ohio
$35K +$24.1K +599 +257%