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Forrester Research

115 hedge funds and large institutions have $506M invested in Forrester Research in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $464M → $506M (+$42.3M)

0.45% less ownership

Funds ownership: 61.52%61.07% (-0.45%)

3% less funds holding

Funds holding: 119115 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

85% less call options, than puts

Call options by funds: $225K | Put options by funds: $1.5M

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
33
Closed
14
Calls
$225K
Puts
$1.5M
Net Calls
-$1.28M
Net Calls Change
-$416K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.1M -$2.62M -57,060 -3%
BlackRock
2
BlackRock
New York
$68.2M +$4.36M +94,937 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M +$960K +20,893 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.6M +$343K +7,461 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$34.5M +$846K +18,400 +3%
BP
6
Ballentine Partners
Massachusetts
$25.1M -$9.37M -203,808 -27%
ACH
7
ArrowMark Colorado Holdings
Colorado
$23.1M -$475K -10,343 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$22.7M +$1.31M +28,443 +6%
Norges Bank
9
Norges Bank
Norway
$15M -$460K -10,000 -3%
USAA
10
United Services Automobile Association
Texas
$13.9M
State Street
11
State Street
Massachusetts
$13.3M +$1.04M +22,566 +8%
Invesco
12
Invesco
Georgia
$11.3M +$680K +14,795 +6%
AAM
13
ACK Asset Management
Connecticut
$8.89M +$5.45M +118,600 +158%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.06M +$346K +7,523 +4%
Northern Trust
15
Northern Trust
Illinois
$7.35M +$238K +5,181 +3%
ACM
16
American Capital Management
New York
$7.16M -$75.8K -1,650 -1%
GKIM
17
GW&K Investment Management
Massachusetts
$6.21M -$141K -3,058 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.93M +$452K +9,824 +8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4.31M -$72K -1,567 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.93M +$217K +4,719 +6%
Man Group
21
Man Group
United Kingdom
$2.92M +$18.4K +400 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$2.67M +$119K +2,585 +5%
Morgan Stanley
23
Morgan Stanley
New York
$2.56M +$153K +3,332 +6%
Charles Schwab
24
Charles Schwab
California
$2.5M +$154K +3,352 +7%
Goldman Sachs
25
Goldman Sachs
New York
$2.34M -$562K -12,230 -19%