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Forrester Research

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.61% more ownership

Funds ownership: 59.91%61.52% (+1.6%)

3% more capital invested

Capital invested by funds: $449M → $464M (+$15.4M)

1% more funds holding

Funds holding: 118119 (+1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $864K

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
37
Closed
9
Calls
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$16K -$600 -14 -3%
Macquarie Group
102
Macquarie Group
Australia
$15K -$31.4K -732 -67%
TCOV
103
Trust Company of Vermont
Vermont
$14K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$14K +$6.17K +144 +72%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$13K
TRCT
106
Tower Research Capital (TRC)
New York
$12K -$14K -328 -54%
LIA
107
LS Investment Advisors
Michigan
$12K
MAM
108
Meeder Asset Management
Ohio
$11.7K -$22K -514 -65%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$7K
VCM
110
Versant Capital Management
Arizona
$7K
SWA
111
Sutton Wealth Advisors
Florida
$5.58K
JA
112
JOYN Advisors
Georgia
$5K +$4.33K +101 +561%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K +$171 +4 +7%
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$2K +$428 +10 +37%
MOACM
115
Mutual of America Capital Management
New York
$2K +$1.54K +36 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.06K +48 New
TWA
117
TCI Wealth Advisors
Arizona
$2K +$2.18K +51 New
CAW
118
Cornerstone Advisors (Washington)
Washington
$1K
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
-$786K -18,954 Closed
CI
120
Cigna Investments
Connecticut
-$413K -9,963 Closed
FQ
121
First Quadrant
California
-$396K -9,549 Closed
Two Sigma Investments
122
Two Sigma Investments
New York
-$236K -5,702 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
-$203K -4,900 Closed
JIM
124
Jupiter Investment Management
United Kingdom
-$140K -3,388 Closed
PG
125
PEAK6 Group
Illinois
-$71K -1,701 Closed