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Forrester Research

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10% more funds holding

Funds holding: 115126 (+11)

2.8% less ownership

Funds ownership: 61.07%58.27% (-2.8%)

6% less capital invested

Capital invested by funds: $506M → $475M (-$31M)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
Net Calls
+$84K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
101
Trust Company of Vermont
Vermont
$15K
CCM
102
Copeland Capital Management
Pennsylvania
$12K +$11.8K +277 New
MOACM
103
Mutual of America Capital Management
New York
$11K +$2.69K +63 +33%
KPW
104
Kore Private Wealth
New York
$11K +$10.7K +250 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$10.4K -$15.1K -354 -60%
PCM
106
Prelude Capital Management
New York
$9K +$725 +17 +10%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$9K +$6.44K +151 +256%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$8K -$2.73K -64 -25%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$6K +$6.18K +145 New
SWA
110
Sutton Wealth Advisors
Florida
$5.95K
VCM
111
Versant Capital Management
Arizona
$5K -$2.86K -67 -37%
MNBTD
112
Moody National Bank Trust Division
Texas
$4K +$4.18K +98 New
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$3K -$384 -9 -14%
OAM
114
Oppenheimer Asset Management
New York
$3K +$2.56K +60 New
JA
115
JOYN Advisors
Georgia
$2K -$2.56K -60 -53%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K
NFG
117
Next Financial Group
Texas
$2K
TWA
118
TCI Wealth Advisors
Arizona
$2K
BCA
119
Berman Capital Advisors
Georgia
$2K +$2.17K +51 New
CAM
120
Cresset Asset Management
Illinois
$1K +$682 +16 New
MSA
121
Marino Stram & Associates
Massachusetts
$1K +$1.32K +31 New
LC
122
Lindbrook Capital
California
$1K +$1.83K +43 New
VIA
123
Vident Investment Advisory
Georgia
-$405K -8,824 Closed
WCM
124
Wedge Capital Management
North Carolina
-$259K -5,637 Closed
O
125
OppenheimerFunds
New York
-$232K -5,046 Closed