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Forrester Research

119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

0.23% less ownership

Funds ownership: 54.1%53.87% (-0.23%)

4% less capital invested

Capital invested by funds: $389M → $375M (-$14.1M)

2% less funds holding

Funds holding: 122119 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
52
Reduced
36
Closed
9
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$80M +$1.97M +49,880 +3%
BlackRock
2
BlackRock
New York
$48.4M +$484K +12,231 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.6M +$1.75M +44,180 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.9M +$255K +6,447 +0.9%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.9M +$1.24M +31,400 +6%
ACM
6
American Capital Management
New York
$15.7M -$194K -4,900 -1%
Norges Bank
7
Norges Bank
Norway
$12.8M +$1.71M +43,200 +15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$10.6M +$1.23M +31,220 +13%
State Street
9
State Street
Massachusetts
$10.4M +$532K +13,450 +5%
BP
10
Ballentine Partners
Massachusetts
$10.4M +$9.89M +250,037 New
USAA
11
United Services Automobile Association
Texas
$9.05M +$74K +1,870 +0.8%
ACH
12
ArrowMark Colorado Holdings
Colorado
$8.22M +$1.7M +43,028 +26%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.11M -$172K -4,354 -2%
Northern Trust
14
Northern Trust
Illinois
$5.96M +$554K +14,003 +10%
Millennium Management
15
Millennium Management
New York
$5.55M +$4.12M +104,056 +277%
GKIM
16
GW&K Investment Management
Massachusetts
$3.92M -$98.2K -2,482 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.8M +$271K +6,839 +8%
Morgan Stanley
18
Morgan Stanley
New York
$3.63M +$660K +16,682 +22%
Wells Fargo
19
Wells Fargo
California
$3.28M -$461K -11,663 -12%
Principal Financial Group
20
Principal Financial Group
Iowa
$3M -$104K -2,620 -3%
Invesco
21
Invesco
Georgia
$2.29M -$8.75M -221,090 -79%
Ameriprise
22
Ameriprise
Minnesota
$2.25M -$13.1K -330 -0.6%
NI
23
Numeric Investors
Massachusetts
$1.88M +$435K +11,000 +30%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.76M +$302K +7,626 +20%
MAM
25
Martingale Asset Management
Massachusetts
$1.65M +$981K +24,800 +144%