We are live on ! Find out more
FORR icon

Forrester Research

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.61% more ownership

Funds ownership: 59.91%61.52% (+1.6%)

3% more capital invested

Capital invested by funds: $449M → $464M (+$15.4M)

1% more funds holding

Funds holding: 118119 (+1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $864K

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
37
Closed
9
Calls
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$237K -$8.22K -192 -3%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$232K -$34.3K -802 -13%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$225K -$6.12K -143 -3%
Millennium Management
79
Millennium Management
New York
$221K -$193K -4,501 -46%
First Trust Advisors
80
First Trust Advisors
Illinois
$207K -$34.7K -810 -14%
O
81
OppenheimerFunds
New York
$207K -$1.76K -41 -0.8%
FMT
82
First Mercantile Trust
Tennessee
$197K -$5.57K -130 -3%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$185K
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$145K
SG Americas Securities
85
SG Americas Securities
New York
$142K +$145K +3,390 New
SOADOR
86
State of Alaska Department of Revenue
Alaska
$133K
Bank of America
87
Bank of America
North Carolina
$124K -$1.26M -29,375 -91%
MSA
88
Mason Street Advisors
Wisconsin
$120K +$4.84K +113 +4%
MERSOM
89
Municipal Employees' Retirement System of Michigan
Michigan
$117K -$42.4K -990 -26%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$101K -$857 -20 -0.8%
PIA
91
Piedmont Investment Advisors
North Carolina
$97K +$99K +2,311 New
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$80K -$21.4K -500 -21%
Simplex Trading
93
Simplex Trading
Illinois
$71K +$73.1K +1,707 New
Citigroup
94
Citigroup
New York
$59K -$104K -2,431 -63%
UBS Group
95
UBS Group
Switzerland
$59K +$59.1K +1,379 +3,940%
US Bancorp
96
US Bancorp
Minnesota
$52K
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$49K -$47.1K -1,100 -49%
AIP
98
Ameritas Investment Partners
Nebraska
$33K
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$22.7K -$120K -2,798 -84%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$22K