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Forrester Research

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $375M → $428M (+$53.4M)

3.83% more ownership

Funds ownership: 53.87%57.7% (+3.8%)

3% less funds holding

Funds holding: 119116 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$85.5M -$47.9K -1,189 -0.1%
BlackRock
2
BlackRock
New York
$52.6M +$747K +18,540 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.6M -$588K -14,599 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.1M +$331K +8,216 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$26.4M +$1.84M +45,800 +8%
BP
6
Ballentine Partners
Massachusetts
$20.9M +$10.1M +250,000 +100%
Norges Bank
7
Norges Bank
Norway
$18.9M +$5.06M +125,541 +39%
ACM
8
American Capital Management
New York
$16.8M
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$13.9M +$2.48M +61,554 +23%
State Street
10
State Street
Massachusetts
$11M -$110K -2,735 -1%
ACH
11
ArrowMark Colorado Holdings
Colorado
$10.2M +$1.32M +32,722 +16%
USAA
12
United Services Automobile Association
Texas
$9.98M +$292K +7,250 +3%
Invesco
13
Invesco
Georgia
$9.97M +$7.24M +179,844 +307%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.31M -$272K -6,766 -4%
Northern Trust
15
Northern Trust
Illinois
$6.01M -$345K -8,567 -6%
Morgan Stanley
16
Morgan Stanley
New York
$4.31M +$413K +10,255 +11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.29M +$3.67M +91,098 +797%
GKIM
18
GW&K Investment Management
Massachusetts
$4.13M -$57.3K -1,422 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.12M +$60.2K +1,495 +2%
Wells Fargo
20
Wells Fargo
California
$3.33M -$166K -4,110 -5%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.18M -$26.1K -649 -0.8%
NI
22
Numeric Investors
Massachusetts
$2.75M +$705K +17,496 +36%
Ameriprise
23
Ameriprise
Minnesota
$2.35M -$52.2K -1,295 -2%
Goldman Sachs
24
Goldman Sachs
New York
$1.98M +$735K +18,244 +63%
MAM
25
Martingale Asset Management
Massachusetts
$1.85M +$84.6K +2,100 +5%