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Forrester Research

120 hedge funds and large institutions have $477M invested in Forrester Research in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $428M → $477M (+$49.3M)

3% more funds holding

Funds holding: 116120 (+4)

2.37% more ownership

Funds ownership: 57.7%60.07% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$34K -$26K -579 -43%
AIP
102
Ameritas Investment Partners
Nebraska
$34K
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$23K
AG
104
Advisor Group
Arizona
$18K -$90 -2 -0.5%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$16K -$29.1K -649 -64%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$15K -$179 -4 -1%
TCOV
107
Trust Company of Vermont
Vermont
$15K
TRCT
108
Tower Research Capital (TRC)
New York
$14K -$11.9K -265 -45%
LIA
109
LS Investment Advisors
Michigan
$12K -$68.8K -1,533 -85%
DCM
110
Delpha Capital Management
New York
$11K +$10.7K +238 New
VCM
111
Versant Capital Management
Arizona
$8K -$673 -15 -8%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$7K +$1.08K +24 +19%
SWA
113
Sutton Wealth Advisors
Florida
$5.88K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$3K +$314 +7 +13%
VCM
115
Virtue Capital Management
Tennessee
$3K +$3.5K +78 New
MA
116
MUFG Americas
New York
$2K -$1.08K -24 -38%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.12K +25 +1,250%
GC
118
Guggenheim Capital
Illinois
-$906K -21,668 Closed
OAM
119
Oxford Asset Management
United Kingdom
-$349K -8,340 Closed
GT
120
Glenmede Trust
Pennsylvania
-$328K -7,854 Closed
NFA
121
Nationwide Fund Advisors
Ohio
-$236K -5,636 Closed
MWNA
122
Marshall Wace North America
New York
-$206K -4,908 Closed
PI
123
PineBridge Investments
New York
-$50K -1,211 Closed
Loomis, Sayles & Company
124
Loomis, Sayles & Company
Massachusetts
-$13K -310 Closed
OAM
125
Oppenheimer Asset Management
New York
-$2K -53 Closed