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Forrester Research

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 56.56%57.85% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

11% less funds holding

Funds holding: 116103 (-13)

28% less capital invested

Capital invested by funds: $439M → $317M (-$122M)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
37
Closed
21
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.3M -$2.79M -73,364 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$37.2M +$1.49M +39,244 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M -$668K -17,565 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.9M +$974K +25,600 +3%
ACH
5
ArrowMark Colorado Holdings
Colorado
$23.2M +$2.48M +65,146 +9%
RA
6
Royce & Associates
New York
$21.7M +$18.9M +496,817 +204%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$21.2M -$696K -18,299 -2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$12.9M +$9.2M +241,953 +122%
State Street
9
State Street
Massachusetts
$10.1M +$802K +21,091 +7%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.7M +$116K +3,054 +1%
Norges Bank
11
Norges Bank
Norway
$6.63M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.78M +$114K +3,008 +2%
Northern Trust
13
Northern Trust
Illinois
$4.75M +$14.7K +387 +0.2%
ACM
14
American Capital Management
New York
$4.36M -$284K -7,455 -5%
GKIM
15
GW&K Investment Management
Massachusetts
$4.07M -$310K -8,153 -6%
Goldman Sachs
16
Goldman Sachs
New York
$3.41M +$2.38M +62,677 +116%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.14M -$165K -4,334 -4%
Victory Capital Management
18
Victory Capital Management
Texas
$3.04M +$1.34M +35,292 +51%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$2.85M +$588K +15,452 +19%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.52M -$126K -3,310 -4%
N
21
Nuveen
North Carolina
$2.37M -$604K -15,885 -16%
CCPM
22
Cooper Creek Partners Management
New York
$1.91M
Charles Schwab
23
Charles Schwab
California
$1.9M +$28K +737 +1%
PPA
24
Parametric Portfolio Associates
Washington
$1.69M +$566K +14,880 +35%
Citadel Advisors
25
Citadel Advisors
Florida
$1.69M -$850K -22,354 -28%