We are live on ! Find out more
FORR icon

Forrester Research

119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

0.23% less ownership

Funds ownership: 54.1%53.87% (-0.23%)

4% less capital invested

Capital invested by funds: $389M → $375M (-$14.1M)

2% less funds holding

Funds holding: 122119 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
52
Reduced
36
Closed
9
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$26K +$6.41K +162 +32%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$20K -$15.8K -399 -44%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$20K
TCOV
104
Trust Company of Vermont
Vermont
$13K
Loomis, Sayles & Company
105
Loomis, Sayles & Company
Massachusetts
$11K
VCM
106
Versant Capital Management
Arizona
$11K
AG
107
Advisor Group
Arizona
$10K +$1.38K +35 +16%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$10K +$5.85K +148 +123%
MAM
109
Meeder Asset Management
Ohio
$9K +$7.52K +190 +442%
Pacer Advisors
110
Pacer Advisors
Pennsylvania
$9K +$9.26K +234 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$8K -$2.81K -71 -26%
SWA
112
Sutton Wealth Advisors
Florida
$5.21K
CG
113
Cutler Group
California
$5K
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$5K
MA
115
MUFG Americas
New York
$3K +$158 +4 +7%
NFG
116
Next Financial Group
Texas
$2K
OAM
117
Oppenheimer Asset Management
New York
$2K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1K +$831 +21 +350%
MC
119
Menta Capital
California
-$572K -14,383 Closed
CS
120
Credit Suisse
Switzerland
-$519K -13,050 Closed
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
-$413K -10,400 Closed
HIMCH
122
Hartford Investment Management Co (HIMCO)
Connecticut
-$232K -5,840 Closed
HHC
123
Hutchin Hill Capital
New York
-$223K -5,600 Closed
AIM
124
Alambic Investment Management
California
-$220K -5,545 Closed
AQR Capital Management
125
AQR Capital Management
Connecticut
-$210K -5,294 Closed