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Forrester Research

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $375M → $428M (+$53.4M)

3.83% more ownership

Funds ownership: 53.87%57.7% (+3.8%)

3% less funds holding

Funds holding: 119116 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$31K
TRCT
102
Tower Research Capital (TRC)
New York
$25K +$23.8K +591 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$22K
AG
104
Advisor Group
Arizona
$18K +$6.89K +171 +67%
TCOV
105
Trust Company of Vermont
Vermont
$14K
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$14K +$2.9K +72 +27%
Loomis, Sayles & Company
107
Loomis, Sayles & Company
Massachusetts
$13K +$1.05K +26 +9%
VCM
108
Versant Capital Management
Arizona
$8K -$3.79K -94 -32%
SWA
109
Sutton Wealth Advisors
Florida
$5.57K
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$5K
MA
111
MUFG Americas
New York
$3K
NFG
112
Next Financial Group
Texas
$2K
OAM
113
Oppenheimer Asset Management
New York
$2K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2K +$1.01K +25 +93%
Millennium Management
115
Millennium Management
New York
-$5.55M -141,679 Closed
PCP
116
P2 Capital Partners
New York
-$591K -15,098 Closed
Squarepoint
117
Squarepoint
New York
-$368K -9,405 Closed
RA
118
Rational Advisors
New York
-$309K -7,900 Closed
BCM
119
BlueCrest Capital Management
Jersey
-$307K -7,846 Closed
AIM
120
Acrospire Investment Management
Illinois
-$73K -1,866 Closed
PCM
121
Prelude Capital Management
New York
-$39K -1,000 Closed
Pacer Advisors
122
Pacer Advisors
Pennsylvania
-$9K -234 Closed
CG
123
Cutler Group
California
-$5K -144 Closed
WAM
124
Wealthspire Advisors (Maryland)
Maryland
+$81 +2 New