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Forrester Research

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.61% more ownership

Funds ownership: 59.91%61.52% (+1.6%)

3% more capital invested

Capital invested by funds: $449M → $464M (+$15.4M)

1% more funds holding

Funds holding: 118119 (+1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $864K

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
46
Reduced
37
Closed
9
Calls
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.5M +$1.32M +30,931 +2%
BlackRock
2
BlackRock
New York
$58.3M +$2.49M +58,153 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.4M +$147K +3,442 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.2M +$826K +19,275 +3%
BP
5
Ballentine Partners
Massachusetts
$31.5M
Renaissance Technologies
6
Renaissance Technologies
New York
$30.8M +$1.53M +35,700 +5%
ACH
7
ArrowMark Colorado Holdings
Colorado
$21.5M +$1.25M +29,229 +6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$19.5M +$3.17M +74,037 +19%
Norges Bank
9
Norges Bank
Norway
$14.1M -$4.26M -99,498 -23%
USAA
10
United Services Automobile Association
Texas
$12.7M +$1.93M +45,000 +18%
State Street
11
State Street
Massachusetts
$11.2M +$255K +5,951 +2%
Invesco
12
Invesco
Georgia
$9.75M +$540K +12,620 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.05M -$117K -2,726 -2%
ACM
14
American Capital Management
New York
$6.61M -$274K -6,400 -4%
Northern Trust
15
Northern Trust
Illinois
$6.5M +$315K +7,345 +5%
GKIM
16
GW&K Investment Management
Massachusetts
$5.8M -$39.7K -927 -0.7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.01M +$719K +16,792 +16%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.01M +$182K +4,253 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.39M +$2.83K +66 +0.1%
AAM
20
ACK Asset Management
Connecticut
$3.3M +$3.21M +75,000 New
Man Group
21
Man Group
United Kingdom
$2.65M -$187K -4,356 -6%
Goldman Sachs
22
Goldman Sachs
New York
$2.65M +$449K +10,477 +20%
Ameriprise
23
Ameriprise
Minnesota
$2.33M +$97K +2,265 +4%
Morgan Stanley
24
Morgan Stanley
New York
$2.21M -$2.55M -59,508 -53%
Charles Schwab
25
Charles Schwab
California
$2.14M +$66.3K +1,548 +3%