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Forrester Research

116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $325M → $439M (+$114M)

2.03% more ownership

Funds ownership: 54.53%56.56% (+2%)

0% more funds holding

Funds holding: 116116 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

31% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $2.43M

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
41
Closed
15
Calls
$1.67M
Puts
$2.43M
Net Calls
-$758K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$72M +$3.7M +99,111 +6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$51.4M +$504K +13,508 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.1M +$1.04M +27,885 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$40.2M +$1.28M +34,388 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.1M -$788K -21,139 -3%
ACH
6
ArrowMark Colorado Holdings
Colorado
$30.3M +$6.18M +165,729 +30%
State Street
7
State Street
Massachusetts
$13.5M +$256K +6,864 +2%
RA
8
Royce & Associates
New York
$10.2M +$8.07M +216,513 +787%
Norges Bank
9
Norges Bank
Norway
$9.46M -$1.07M -28,818 -11%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.43M +$1.48M +39,573 +21%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$8.27M +$7.39M +198,287 New
Northern Trust
12
Northern Trust
Illinois
$6.76M -$101K -2,696 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.69M +$248K +6,661 +4%
ACM
14
American Capital Management
New York
$6.53M -$10.4K -280 -0.2%
GKIM
15
GW&K Investment Management
Massachusetts
$6.15M -$277K -7,438 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.66M -$102K -2,725 -2%
Morgan Stanley
17
Morgan Stanley
New York
$4.41M +$251K +6,740 +7%
N
18
Nuveen
North Carolina
$4.05M +$72.1K +1,935 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.73M +$13.6K +365 +0.4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$3.43M -$5.71M -153,184 -65%
Citadel Advisors
21
Citadel Advisors
Florida
$3.34M -$451K -12,101 -13%
Man Group
22
Man Group
United Kingdom
$3.06M +$205K +5,500 +8%
Victory Capital Management
23
Victory Capital Management
Texas
$2.86M -$1.64M -44,088 -39%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$2.83M +$334K +8,961 +15%
CCPM
25
Cooper Creek Partners Management
New York
$2.73M