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Forrester Research

128 hedge funds and large institutions have $500M invested in Forrester Research in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

0.21% more ownership

Funds ownership: 57.54%57.75% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less capital invested

Capital invested by funds: $511M → $500M (-$11M)

3% less funds holding

Funds holding: 132128 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $305K

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
39
Closed
15
Calls
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
101
First Mercantile Trust
Tennessee
$152K -$25.5K -530 -14%
MERSOM
102
Municipal Employees' Retirement System of Michigan
Michigan
$144K +$2.89K +60 +2%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$89K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$86K +$42.7K +886 +97%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$69.2K -$45.4K -943 -39%
PO
106
Private Ocean
California
$59K
LIA
107
LS Investment Advisors
Michigan
$58K
US Bancorp
108
US Bancorp
Minnesota
$48K
AIP
109
Ameritas Investment Partners
Nebraska
$36K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$29K -$674 -14 -2%
QT
111
Quantamental Technologies
New York
$28K -$5.39K -112 -16%
MAM
112
Meeder Asset Management
Ohio
$20K -$5.44K -113 -21%
MOACM
113
Mutual of America Capital Management
New York
$17K +$3.76K +78 +27%
TCOV
114
Trust Company of Vermont
Vermont
$16K
TRCT
115
Tower Research Capital (TRC)
New York
$13K +$4.38K +91 +47%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$11K +$1.54K +32 +16%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$11K +$2.17K +45 +22%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$10K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$7K
SWA
120
Sutton Wealth Advisors
Florida
$6.25K
BCA
121
Berman Capital Advisors
Georgia
$2K
LC
122
Lindbrook Capital
California
$2K
NFG
123
Next Financial Group
Texas
$2K
TWA
124
TCI Wealth Advisors
Arizona
$2K
PFBT
125
Parkside Financial Bank & Trust
Missouri
$1K