We are live on ! Find out more
FORR icon

Forrester Research

116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

3.22% less ownership

Funds ownership: 57.75%54.53% (-3.2%)

9% less funds holding

Funds holding: 128116 (-12)

25% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $1.71M

35% less capital invested

Capital invested by funds: $500M → $325M (-$175M)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
46
Reduced
30
Closed
24
Calls
$1.29M
Puts
$1.71M
Net Calls
-$423K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.3M -$418K -10,568 -0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$39.2M -$9.98M -252,170 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.1M +$295K +7,451 +0.7%
Renaissance Technologies
4
Renaissance Technologies
New York
$29.9M +$3.6M +91,000 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.6M -$273K -6,908 -0.9%
ACH
6
ArrowMark Colorado Holdings
Colorado
$18M +$1.33M +33,674 +6%
State Street
7
State Street
Massachusetts
$10.2M +$186K +4,697 +2%
Norges Bank
8
Norges Bank
Norway
$8.21M
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$7.57M -$2.61M -65,996 -22%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6M +$1.59M +40,134 +27%
Northern Trust
11
Northern Trust
Illinois
$5.29M +$209K +5,291 +3%
ACM
12
American Capital Management
New York
$5.04M +$629K +15,875 +11%
GKIM
13
GW&K Investment Management
Massachusetts
$4.98M +$1.81M +45,724 +42%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.94M +$103K +2,614 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.68M -$157K -3,968 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$3.62M +$4.46M +112,758 New
Millennium Management
17
Millennium Management
New York
$3.19M +$1.89M +47,620 +92%
Morgan Stanley
18
Morgan Stanley
New York
$3.19M +$1.95M +49,348 +99%
N
19
Nuveen
North Carolina
$3.06M +$70.9K +1,790 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$2.97M +$1.12M +28,205 +44%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.86M +$42.4K +1,072 +1%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.79M +$3.43M +86,706 New
Man Group
23
Man Group
United Kingdom
$2.18M +$202K +5,100 +8%
CCPM
24
Cooper Creek Partners Management
New York
$2.1M +$2.59M +65,349 New
Charles Schwab
25
Charles Schwab
California
$2.02M +$83.2K +2,102 +3%