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Forrester Research
FORR
FORR
120 hedge funds and large institutions have $477M invested in Forrester Research in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
12% more capital invested
Capital invested by funds: $428M → $477M (+$49.3M)
3% more funds holding
Funds holding: 116 → 120 (+4)
2.37% more ownership
Funds ownership: 57.7% → 60.07% (+2.4%)
9% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 46
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$11.2M |
| 2 |
BlackRock
New York
|
+$3.41M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.85M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.92M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$1.81M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.69M |
| 2 |
Two Sigma Investments
New York
|
-$967K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$906K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$539K |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$536K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
126
Next Financial Group
Houston,
Texas
| – | -$2K | -42 | Closed |
|
127
AssetMark Inc
Concord,
California
| – | +$179 | +4 | New |
|
|
STA
128
Summit Trail Advisors
New York
| – | +$224 | +5 | New |
|