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Forrester Research

132 hedge funds and large institutions have $511M invested in Forrester Research in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $475M → $511M (+$35.8M)

5% more funds holding

Funds holding: 126132 (+6)

0.73% less ownership

Funds ownership: 58.27%57.54% (-0.73%)

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
50
Reduced
31
Closed
15
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.2M +$4.52M +96,992 +6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$75.8M -$18.5M -397,134 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.4M +$2.58M +55,305 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.5M +$1.48M +31,800 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.5M -$53.8K -1,154 -0.1%
ACH
6
ArrowMark Colorado Holdings
Colorado
$28M +$2.1M +44,978 +8%
State Street
7
State Street
Massachusetts
$14.4M +$341K +7,327 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$13.7M -$11M -235,735 -45%
Norges Bank
9
Norges Bank
Norway
$12.4M -$2.23M -47,898 -16%
BP
10
Ballentine Partners
Massachusetts
$12.1M
USAA
11
United Services Automobile Association
Texas
$11.2M -$3.35M -71,860 -24%
AAM
12
ACK Asset Management
Connecticut
$9.29M
Northern Trust
13
Northern Trust
Illinois
$7.64M +$87.8K +1,885 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.46M +$786K +16,868 +12%
ACM
15
American Capital Management
New York
$7.01M -$133K -2,845 -2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.99M +$1.4M +29,958 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.75M +$76.4K +1,639 +1%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$5.38M +$5.19M +111,338 New
GKIM
19
GW&K Investment Management
Massachusetts
$5.34M -$829K -17,796 -14%
RC
20
Roubaix Capital
Colorado
$4.94M +$4.76M +102,196 New
Principal Financial Group
21
Principal Financial Group
Iowa
$4.14M -$40.2K -863 -1%
Millennium Management
22
Millennium Management
New York
$3.89M +$395K +8,467 +12%
Man Group
23
Man Group
United Kingdom
$3.13M +$494K +10,600 +20%
MAM
24
Martingale Asset Management
Massachusetts
$3.01M +$522K +11,200 +22%
Charles Schwab
25
Charles Schwab
California
$2.85M +$129K +2,764 +5%