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Forrester Research

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10% more funds holding

Funds holding: 115126 (+11)

2.8% less ownership

Funds ownership: 61.07%58.27% (-2.8%)

6% less capital invested

Capital invested by funds: $506M → $475M (-$31M)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
Net Calls
+$84K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.8M -$2.71M -63,627 -3%
BlackRock
2
BlackRock
New York
$67M +$567K +13,286 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.9M +$1.82M +42,630 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.8M +$116K +2,723 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$34.2M +$550K +12,900 +2%
ACH
6
ArrowMark Colorado Holdings
Colorado
$23.9M +$1.34M +31,466 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$23.2M +$1.05M +24,608 +5%
Norges Bank
8
Norges Bank
Norway
$13.6M -$981K -22,993 -7%
USAA
9
United Services Automobile Association
Texas
$13.5M +$35K +820 +0.3%
State Street
10
State Street
Massachusetts
$13M +$60.4K +1,415 +0.5%
BP
11
Ballentine Partners
Massachusetts
$11.2M -$12.6M -296,229 -54%
AAM
12
ACK Asset Management
Connecticut
$9.32M +$699K +16,400 +8%
Northern Trust
13
Northern Trust
Illinois
$6.98M -$176K -4,125 -3%
ACM
14
American Capital Management
New York
$6.61M -$345K -8,095 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.14M +$349K +8,188 +6%
GKIM
16
GW&K Investment Management
Massachusetts
$5.73M -$299K -7,004 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.25M -$2.48M -58,120 -33%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.2M +$554 +13 +0%
Morgan Stanley
19
Morgan Stanley
New York
$4.03M +$1.46M +34,162 +61%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.87M +$45.6K +1,070 +1%
Millennium Management
21
Millennium Management
New York
$3.22M +$1.42M +33,248 +86%
Ameriprise
22
Ameriprise
Minnesota
$2.61M +$11.7K +275 +0.5%
Goldman Sachs
23
Goldman Sachs
New York
$2.53M +$243K +5,692 +11%
Charles Schwab
24
Charles Schwab
California
$2.51M +$73.8K +1,730 +3%
Man Group
25
Man Group
United Kingdom
$2.42M -$410K -9,615 -15%