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Forrester Research

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: 116120 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$91.7M +$1.42M +31,688 +2%
BlackRock
2
BlackRock
New York
$58.9M +$3.41M +75,907 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.7M +$897K +19,999 +2%
BP
4
Ballentine Partners
Massachusetts
$33.2M +$11.2M +250,000 +50%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32.1M +$297K +6,612 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.8M +$893K +19,900 +3%
Norges Bank
7
Norges Bank
Norway
$20.1M +$201K +4,481 +1%
ACM
8
American Capital Management
New York
$17.6M -$148K -3,300 -0.8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$16M +$1.33M +29,665 +9%
ACH
10
ArrowMark Colorado Holdings
Colorado
$13.5M +$2.85M +63,588 +26%
State Street
11
State Street
Massachusetts
$11.6M -$46.3K -1,031 -0.4%
USAA
12
United Services Automobile Association
Texas
$10.9M +$390K +8,700 +4%
Invesco
13
Invesco
Georgia
$8.87M -$1.69M -37,616 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.35M -$380K -8,460 -5%
Northern Trust
15
Northern Trust
Illinois
$6.38M +$39.7K +885 +0.6%
GKIM
16
GW&K Investment Management
Massachusetts
$6.14M +$1.81M +40,358 +41%
Morgan Stanley
17
Morgan Stanley
New York
$5.73M +$1.19M +26,630 +26%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.93M +$400K +8,915 +9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.42M +$60.5K +1,349 +1%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.48M +$122K +2,726 +4%
Wells Fargo
21
Wells Fargo
California
$2.99M -$539K -12,023 -15%
NI
22
Numeric Investors
Massachusetts
$2.75M -$148K -3,300 -5%
Ameriprise
23
Ameriprise
Minnesota
$2.48M -$10.3K -230 -0.4%
Goldman Sachs
24
Goldman Sachs
New York
$2.28M +$196K +4,367 +9%
Charles Schwab
25
Charles Schwab
California
$1.9M +$102K +2,274 +6%