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Forrester Research

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 56.56%57.85% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

11% less funds holding

Funds holding: 116103 (-13)

28% less capital invested

Capital invested by funds: $439M → $317M (-$122M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
37
Closed
21
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
76
Mason Street Advisors
Wisconsin
$108K
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$101K
Bessemer Group
78
Bessemer Group
New Jersey
$99K -$449K -11,800 -78%
Citigroup
79
Citigroup
New York
$97K -$60.1K -1,581 -32%
FMT
80
First Mercantile Trust
Tennessee
$97K +$7.22K +190 +6%
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$94K
PAM
82
Panagora Asset Management
Massachusetts
$70K +$91K +2,393 New
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$56K
PO
84
Private Ocean
California
$36K
FC
85
FORA Capital
Florida
$33K +$42.4K +1,115 New
US Bancorp
86
US Bancorp
Minnesota
$30K
Macquarie Group
87
Macquarie Group
Australia
$29K
AIP
88
Ameritas Investment Partners
Nebraska
$28K +$7.22K +190 +24%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$25K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$18K +$11.1K +292 +81%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$16K -$42.2K -1,110 -65%
MOACM
92
Mutual of America Capital Management
New York
$14K +$3.12K +82 +22%
TCOV
93
Trust Company of Vermont
Vermont
$10K
LIA
94
LS Investment Advisors
Michigan
$8K
KPW
95
Kore Private Wealth
New York
$7K
SWA
96
Sutton Wealth Advisors
Florida
$4.03K -$1.79K -47 -25%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1K -$2.51K -66 -62%
LC
98
Lindbrook Capital
California
$1K +$1.37K +36 New
VCM
99
Versant Capital Management
Arizona
$1K +$2.47K +65 New
OPCM
100
Osborne Partners Capital Management
California
-$2.03M -48,735 Closed