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Forrester Research

100 hedge funds and large institutions have $349M invested in Forrester Research in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $317M → $349M (+$32M)

0.24% more ownership

Funds ownership: 57.85%58.09% (+0.24%)

3% less funds holding

Funds holding: 103100 (-3)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54M +$980K +30,871 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$45M +$4.19M +132,040 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.6M +$235K +7,403 +0.7%
RA
4
Royce & Associates
New York
$31.9M +$8.12M +255,925 +35%
Renaissance Technologies
5
Renaissance Technologies
New York
$30.7M -$971K -30,582 -3%
ACH
6
ArrowMark Colorado Holdings
Colorado
$25.7M +$282K +8,898 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$23.2M -$102K -3,228 -0.4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$13.5M -$567K -17,869 -4%
State Street
9
State Street
Massachusetts
$11.1M +$28K +881 +0.3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$7.26M -$88.1K -2,777 -1%
Northern Trust
11
Northern Trust
Illinois
$5.59M +$383K +12,054 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.38M +$141K +4,428 +3%
ACM
13
American Capital Management
New York
$4.77M -$10.3K -325 -0.2%
Norges Bank
14
Norges Bank
Norway
$4.63M -$2.61M -82,372 -36%
GKIM
15
GW&K Investment Management
Massachusetts
$4.36M -$103K -3,237 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.44M +$3.9K +123 +0.1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$3.05M -$77.1K -2,429 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.67M -$91.3K -2,876 -3%
Goldman Sachs
19
Goldman Sachs
New York
$2.58M -$1.15M -36,325 -31%
Charles Schwab
20
Charles Schwab
California
$2.25M +$171K +5,393 +8%
PPA
21
Parametric Portfolio Associates
Washington
$1.79M -$61.3K -1,931 -3%
N
22
Nuveen
North Carolina
$1.76M -$834K -26,292 -32%
Victory Capital Management
23
Victory Capital Management
Texas
$1.67M -$1.65M -51,985 -50%
Ameriprise
24
Ameriprise
Minnesota
$1.58M -$49.4K -1,555 -3%
CCPM
25
Cooper Creek Partners Management
New York
$1.5M -$589K -18,570 -28%