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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
AG
76
Aperio Group
California
$213K -$34.2K -802 -14%
First Trust Advisors
77
First Trust Advisors
Illinois
$212K -$938 -22 -0.5%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$197K
UBS Group
79
UBS Group
Switzerland
$196K +$54.3K +1,273 +41%
FMT
80
First Mercantile Trust
Tennessee
$189K -$14.1K -330 -7%
OPERF
81
Oregon Public Employees Retirement Fund
Oregon
$174K +$166K +3,890 New
MIM
82
MetLife Investment Management
New Jersey
$166K -$88.5K -2,075 -36%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$155K
SOADOR
84
State of Alaska Department of Revenue
Alaska
$152K +$7.46K +175 +5%
MSA
85
Mason Street Advisors
Wisconsin
$142K +$7.55K +177 +6%
MERSOM
86
Municipal Employees' Retirement System of Michigan
Michigan
$131K +$125K +2,930 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
$128K -$260K -6,085 -68%
Marshall Wace
88
Marshall Wace
United Kingdom
$104K +$99.6K +2,336 New
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$85K
PI
90
PineBridge Investments
New York
$82K +$61.2K +1,434 +356%
US Bancorp
91
US Bancorp
Minnesota
$52K -$2.13K -50 -4%
Acadian Asset Management
92
Acadian Asset Management
Massachusetts
$52K
LIA
93
LS Investment Advisors
Michigan
$52K +$38.3K +898 +325%
AIP
94
Ameritas Investment Partners
Nebraska
$35K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$33K -$71.7K -1,682 -70%
QT
96
Quantamental Technologies
New York
$27K +$25.5K +597 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$23K -$2.13K -50 -9%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$23K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$22K +$21.3K +500 New
AG
100
Advisor Group
Arizona
$17K -$1.19K -28 -7%