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Forrester Research

116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $325M → $439M (+$114M)

2.03% more ownership

Funds ownership: 54.53%56.56% (+2%)

0% more funds holding

Funds holding: 116116 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

31% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $2.43M

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
41
Closed
15
Calls
$1.67M
Puts
$2.43M
Net Calls
-$758K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$48K -$44.7K -1,200 -51%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$43K +$31.4K +843 +422%
Macquarie Group
103
Macquarie Group
Australia
$42K
US Bancorp
104
US Bancorp
Minnesota
$42K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$35K
AIP
106
Ameritas Investment Partners
Nebraska
$32K
MOACM
107
Mutual of America Capital Management
New York
$16K -$485 -13 -3%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$16K +$10.3K +275 +327%
TCOV
109
Trust Company of Vermont
Vermont
$14K
LIA
110
LS Investment Advisors
Michigan
$12K -$35.7K -957 -78%
KPW
111
Kore Private Wealth
New York
$10K +$9.32K +250 New
SWA
112
Sutton Wealth Advisors
Florida
$7.71K +$1.94K +52 +39%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$4K
NFG
114
Next Financial Group
Texas
$2K
Millennium Management
115
Millennium Management
New York
-$3.19M -99,267 Closed
Marshall Wace
116
Marshall Wace
United Kingdom
-$2.79M -86,706 Closed
Two Sigma Investments
117
Two Sigma Investments
New York
-$1.35M -41,917 Closed
WCM
118
Weld Capital Management
New York
-$663K -20,634 Closed
SO
119
STRS Ohio
Ohio
-$446K -13,900 Closed
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
-$379K -11,782 Closed
DTL
121
Dynamic Technology Lab
Singapore
-$315K -9,796 Closed
SLF
122
Sun Life Financial
Ontario, Canada
-$294K -9,162 Closed
OAM
123
Oxford Asset Management
United Kingdom
-$271K -8,433 Closed
SG Americas Securities
124
SG Americas Securities
New York
-$149K -4,626 Closed
PAM
125
Panagora Asset Management
Massachusetts
-$149K -4,624 Closed