We are live on ! Find out more
FORR icon

Forrester Research

104 hedge funds and large institutions have $463M invested in Forrester Research in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $358M → $463M (+$105M)

8% more funds holding

Funds holding: 96104 (+8)

0.46% more ownership

Funds ownership: 57.84%58.3% (+0.46%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
76
Oregon Public Employees Retirement Fund
Oregon
$182K +$7.23K +181 +4%
MSA
77
Mason Street Advisors
Wisconsin
$172K -$164K -4,111 Closed
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$170K +$14.3K +358 +10%
TRCT
79
Tower Research Capital (TRC)
New York
$164K -$324K -8,109 -67%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$145K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$128K +$70.2K +1,756 +145%
FMT
82
First Mercantile Trust
Tennessee
$122K -$5.19K -130 -4%
PAM
83
Panagora Asset Management
Massachusetts
$107K +$6.15K +154 +6%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$96.5K -$17.6K -440 -16%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$80K
MOACM
86
Mutual of America Capital Management
New York
$58K +$1.84K +46 +3%
PWM
87
Perigon Wealth Management
California
$53K +$50.3K +1,259 New
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$44K
US Bancorp
89
US Bancorp
Minnesota
$43K
AIP
90
Ameritas Investment Partners
Nebraska
$40K
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$36K
Macquarie Group
92
Macquarie Group
Australia
$32K
VCG
93
Vantage Consulting Group
Virginia
$16K +$15.1K +378 New
LWCFA
94
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.27K +157 New
SWA
95
Sutton Wealth Advisors
Florida
$5.78K
VCM
96
Versant Capital Management
Arizona
$5K
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$5K +$4.47K +112 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$4K -$2.4K -60 -32%
PFBT
99
Parkside Financial Bank & Trust
Missouri
$2K +$1.72K +43 +391%
Osaic Holdings
100
Osaic Holdings
Arizona
$2K +$1.92K +48 New