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Forrester Research

122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.45% less ownership

Funds ownership: 55.56%54.1% (-1.5%)

4% less funds holding

Funds holding: 127122 (-5)

11% less capital invested

Capital invested by funds: $435M → $389M (-$45.9M)

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
51
Reduced
35
Closed
9
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$79.2M +$914K +23,280 +1%
BlackRock
2
BlackRock
New York
$48.7M +$48.1M +1,224,196 +130,234%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M +$1.39M +35,510 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28M +$335K +8,519 +1%
PCP
5
P2 Capital Partners
New York
$26.9M -$17.7M -449,672 -40%
Renaissance Technologies
6
Renaissance Technologies
New York
$22M +$550K +14,000 +3%
ACM
7
American Capital Management
New York
$16.2M -$277K -7,050 -2%
Norges Bank
8
Norges Bank
Norway
$11.2M +$1.04M +26,500 +10%
Invesco
9
Invesco
Georgia
$11.1M +$2.55M +64,960 +30%
State Street
10
State Street
Massachusetts
$10M +$644K +16,389 +7%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$9.53M +$1.36M +34,540 +17%
USAA
12
United Services Automobile Association
Texas
$9.11M -$284K -7,240 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.39M +$284K +7,239 +4%
ACH
14
ArrowMark Colorado Holdings
Colorado
$6.64M +$1.56M +39,729 +31%
Northern Trust
15
Northern Trust
Illinois
$5.49M -$10.1K -256 -0.2%
GKIM
16
GW&K Investment Management
Massachusetts
$4.08M -$80.5K -2,050 -2%
Wells Fargo
17
Wells Fargo
California
$3.79M +$191K +4,853 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.59M +$153K +3,899 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.15M +$105K +2,678 +4%
Morgan Stanley
20
Morgan Stanley
New York
$3.02M -$1.6M -40,844 -35%
Ameriprise
21
Ameriprise
Minnesota
$2.3M +$294K +7,495 +15%
RA
22
Royce & Associates
New York
$1.64M
CIA
23
Capital Impact Advisors
Massachusetts
$1.54M +$563K +14,329 +58%
Charles Schwab
24
Charles Schwab
California
$1.53M +$60.5K +1,539 +4%
Millennium Management
25
Millennium Management
New York
$1.5M +$372K +9,480 +34%