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Forrester Research

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 56.56%57.85% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

11% less funds holding

Funds holding: 116103 (-13)

28% less capital invested

Capital invested by funds: $439M → $317M (-$122M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
37
Closed
21
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
101
Assenagon Asset Management
Luxembourg
-$1.79M -42,989 Closed
WA
102
Wasatch Advisors
Utah
-$1.55M -37,160 Closed
WSL
103
Western Standard LLC
California
-$1.35M -32,300 Closed
MAM
104
Martingale Asset Management
Massachusetts
-$1.2M -28,700 Closed
AQR Capital Management
105
AQR Capital Management
Connecticut
-$678K -16,256 Closed
TD Asset Management
106
TD Asset Management
Ontario, Canada
-$600K -14,400 Closed
DCM
107
Dupont Capital Management
Delaware
-$551K -13,211 Closed
GCP
108
GSA Capital Partners
United Kingdom
-$485K -11,628 Closed
QI
109
QS Investors
New York
-$385K -9,071 Closed
CAC
110
Cowen and Company
New York
-$365K -8,764 Closed
ARTA
111
A.R.T. Advisors
New York
-$349K -8,368 Closed
PI
112
PEAK6 Investments
Illinois
-$338K -8,117 Closed
OSIA
113
O'Shares Investment Advisers
Massachusetts
-$299K -7,173 Closed
ASRS
114
Arizona State Retirement System
Arizona
-$295K -7,078 Closed
CSS
115
Cubist Systematic Strategies
Connecticut
-$276K -6,628 Closed
UBS AM
116
UBS AM
Illinois
-$230K -5,512 Closed
VOYA Investment Management
117
VOYA Investment Management
Georgia
-$226K -5,411 Closed
Wolverine Trading
118
Wolverine Trading
Illinois
-$224K -5,354 Closed
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$157K -3,781 Closed
NFG
120
Next Financial Group
Texas
-$2K -42 Closed
HGWM
121
Harvest Group Wealth Management
Massachusetts
+$228 +6 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
+$418 +11 New