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Forrester Research

116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

3.22% less ownership

Funds ownership: 57.75%54.53% (-3.2%)

9% less funds holding

Funds holding: 128116 (-12)

25% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $1.71M

35% less capital invested

Capital invested by funds: $500M → $325M (-$175M)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
46
Reduced
30
Closed
24
Calls
$1.29M
Puts
$1.71M
Net Calls
-$423K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$40K
US Bancorp
102
US Bancorp
Minnesota
$33K
Macquarie Group
103
Macquarie Group
Australia
$32K -$170K -4,300 -81%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$27K +$25.3K +638 +304%
AIP
105
Ameritas Investment Partners
Nebraska
$25K
MOACM
106
Mutual of America Capital Management
New York
$13K +$950 +24 +7%
Lazard Asset Management
107
Lazard Asset Management
New York
$12K +$16K +404 New
TCOV
108
Trust Company of Vermont
Vermont
$11K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$6K -$1.27K -32 -14%
Twin Tree Management
110
Twin Tree Management
Texas
$6K +$7.17K +181 New
SWA
111
Sutton Wealth Advisors
Florida
$4.28K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$3K -$19.8K -500 -82%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K -$6.41K -162 -66%
NFG
114
Next Financial Group
Texas
$1K
BP
115
Ballentine Partners
Massachusetts
-$11.8M -250,000 Closed
USAA
116
United Services Automobile Association
Texas
-$10.1M -215,749 Closed
AAM
117
ACK Asset Management
Connecticut
-$8.51M -193,400 Closed
RC
118
Roubaix Capital
Colorado
-$5.05M -107,419 Closed
CIA
119
Capital Impact Advisors
Massachusetts
-$1.83M -38,815 Closed
Canada Life
120
Canada Life
Manitoba, Canada
-$689K -14,635 Closed
IUHSA
121
Itau Unibanco Holding S.A.
Brazil
-$656K -13,945 Closed
HIM
122
Hillsdale Investment Management
Ontario, Canada
-$611K -13,000 Closed
GAM
123
Grandview Asset Management
Pennsylvania
-$430K -9,150 Closed
EGM
124
Engineers Gate Manager
New York
-$333K -7,080 Closed
UCFA
125
United Capital Financial Advisors
Texas
-$257K -5,475 Closed