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Forrester Research

96 hedge funds and large institutions have $358M invested in Forrester Research in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $349M → $358M (+$9.06M)

0.25% less ownership

Funds ownership: 58.09%57.84% (-0.25%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

4% less funds holding

Funds holding: 10096 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$89.9K +$63.9K +1,868 +213%
PAM
77
Panagora Asset Management
Massachusetts
$78K
Russell Investments Group
78
Russell Investments Group
United Kingdom
$78K +$82.1K +2,400 New
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$62K
MOACM
80
Mutual of America Capital Management
New York
$44K +$27.7K +810 +156%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$40K -$12.7K -371 -24%
Acadian Asset Management
82
Acadian Asset Management
Massachusetts
$35K -$251K -7,345 -87%
US Bancorp
83
US Bancorp
Minnesota
$34K
AIP
84
Ameritas Investment Partners
Nebraska
$32K
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$28K
Macquarie Group
86
Macquarie Group
Australia
$25K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$5K -$1.2K -35 -16%
SWA
88
Sutton Wealth Advisors
Florida
$4.53K
VCM
89
Versant Capital Management
Arizona
$4K
GT
90
Glenmede Trust
Pennsylvania
$4K +$1.27K +37 +35%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1K -$274 -8 -28%
FHA
92
Flagship Harbor Advisors
Massachusetts
$1K
Millennium Management
93
Millennium Management
New York
-$840K -26,218 Closed
BC
94
BIT Capital
Germany
-$567K -17,700 Closed
AA
95
ALPS Advisors
Colorado
-$413K -12,890 Closed
DTL
96
Dynamic Technology Lab
Singapore
-$225K -7,021 Closed
SG Americas Securities
97
SG Americas Securities
New York
-$224K -6,983 Closed
Bessemer Group
98
Bessemer Group
New Jersey
-$64K -2,000 Closed
CAN
99
Cetera Advisor Networks
California
-$31K -960 Closed
KPW
100
Kore Private Wealth
New York
-$12K -379 Closed