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Forrester Research

118 hedge funds and large institutions have $449M invested in Forrester Research in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

0.16% less ownership

Funds ownership: 60.07%59.91% (-0.16%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 120118 (-2)

6% less capital invested

Capital invested by funds: $477M → $449M (-$28.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $394K

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
39
Closed
11
Calls
Puts
$394K
Net Calls
-$394K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$85.2M -$810K -18,990 -0.9%
BlackRock
2
BlackRock
New York
$55.2M +$35K +821 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.7M +$691K +16,194 +2%
BP
4
Ballentine Partners
Massachusetts
$31.1M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31M +$937K +21,970 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.9M +$1.98M +46,500 +7%
ACH
7
ArrowMark Colorado Holdings
Colorado
$20M +$7.55M +177,055 +58%
Norges Bank
8
Norges Bank
Norway
$18.1M -$845K -19,801 -4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$16.2M +$1.27M +29,751 +8%
State Street
10
State Street
Massachusetts
$10.8M -$68.1K -1,595 -0.6%
USAA
11
United Services Automobile Association
Texas
$10.6M +$417K +9,770 +4%
Invesco
12
Invesco
Georgia
$9.11M +$811K +19,012 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.08M +$190K +4,446 +3%
ACM
14
American Capital Management
New York
$6.8M -$10M -234,502 -59%
Northern Trust
15
Northern Trust
Illinois
$6.12M +$137K +3,204 +2%
GKIM
16
GW&K Investment Management
Massachusetts
$5.77M +$7.38K +173 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$4.65M -$747K -17,503 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.25M +$114K +2,664 +3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.79M -$859K -20,144 -18%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.35M +$90.1K +2,112 +3%
Man Group
21
Man Group
United Kingdom
$2.8M +$2.88M +67,605 New
Ameriprise
22
Ameriprise
Minnesota
$2.21M -$118K -2,770 -5%
Goldman Sachs
23
Goldman Sachs
New York
$2.19M +$44.8K +1,049 +2%
Charles Schwab
24
Charles Schwab
California
$2.05M +$278K +6,504 +15%
MAM
25
Martingale Asset Management
Massachusetts
$1.66M -$38.4K -900 -2%