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Forrester Research

128 hedge funds and large institutions have $500M invested in Forrester Research in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

0.21% more ownership

Funds ownership: 57.54%57.75% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less capital invested

Capital invested by funds: $511M → $500M (-$11M)

3% less funds holding

Funds holding: 132128 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $305K

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
39
Closed
15
Calls
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.1M +$2.06M +42,795 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$69.2M -$4.69M -97,350 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.5M +$577K +11,979 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.5M +$2.04M +42,418 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.3M -$183K -3,810 -0.5%
ACH
6
ArrowMark Colorado Holdings
Colorado
$24.8M -$2.45M -50,839 -9%
State Street
7
State Street
Massachusetts
$14.7M +$660K +13,717 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$14.2M +$875K +18,175 +6%
Norges Bank
9
Norges Bank
Norway
$12M
BP
10
Ballentine Partners
Massachusetts
$11.8M
USAA
11
United Services Automobile Association
Texas
$10.1M -$725K -15,060 -7%
AAM
12
ACK Asset Management
Connecticut
$8.51M -$799K -16,600 -8%
Northern Trust
13
Northern Trust
Illinois
$7.5M +$69.9K +1,451 +0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.11M -$150K -3,116 -2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$6.89M +$1.09M +22,569 +18%
ACM
16
American Capital Management
New York
$6.63M -$193K -4,000 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.57M -$31.1K -645 -0.5%
GKIM
18
GW&K Investment Management
Massachusetts
$5.13M -$60.1K -1,248 -1%
RC
19
Roubaix Capital
Colorado
$5.05M +$251K +5,223 +5%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$5.02M -$225K -4,678 -4%
N
21
Nuveen
North Carolina
$4.39M +$4.5M +93,376 New
Principal Financial Group
22
Principal Financial Group
Iowa
$4.14M +$110K +2,289 +3%
MAM
23
Martingale Asset Management
Massachusetts
$3.05M +$130K +2,700 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$3.01M +$559K +11,604 +22%
Man Group
25
Man Group
United Kingdom
$2.96M -$86.7K -1,800 -3%