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Forrester Research

120 hedge funds and large institutions have $477M invested in Forrester Research in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $428M → $477M (+$49.3M)

3% more funds holding

Funds holding: 116120 (+4)

2.37% more ownership

Funds ownership: 57.7%60.07% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
76
Tudor Investment Corp
Connecticut
$245K -$74.4K -1,658 -23%
Victory Capital Management
77
Victory Capital Management
Texas
$231K +$20.4K +454 +9%
O
78
OppenheimerFunds
New York
$230K -$29.3K -652 -11%
First Trust Advisors
79
First Trust Advisors
Illinois
$224K +$1.66K +37 +0.7%
WCM
80
Wedge Capital Management
North Carolina
$221K -$2.29K -51 -1%
JG
81
Jefferies Group
New York
$218K -$98.6K -2,198 -31%
FMT
82
First Mercantile Trust
Tennessee
$215K -$78.5K -1,750 -26%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$205K -$255K -5,694 -55%
SIM
84
Spark Investment Management
New York
$203K +$206K +4,600 New
GCP
85
GSA Capital Partners
United Kingdom
$202K -$116K -2,591 -36%
Neuberger Berman Group
86
Neuberger Berman Group
New York
$201K +$204K +4,542 New
Barclays
87
Barclays
United Kingdom
$197K +$62K +1,381 +45%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$194K
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$181K -$45.2K -1,007 -20%
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$162K
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$153K -$201K -4,482 -56%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$146K
MSA
93
Mason Street Advisors
Wisconsin
$114K +$4.53K +101 +4%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$105K +$32.3K +721 +44%
Citigroup
95
Citigroup
New York
$100K -$399K -8,897 -80%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$85K
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$67K +$67.8K +1,512 New
US Bancorp
98
US Bancorp
Minnesota
$54K
KBC Group
99
KBC Group
Belgium
$35K -$44.8K -998 -56%
MAM
100
Meeder Asset Management
Ohio
$35K -$1.79K -40 -5%