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Forrester Research

104 hedge funds and large institutions have $463M invested in Forrester Research in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $358M → $463M (+$105M)

8% more funds holding

Funds holding: 96104 (+8)

0.46% more ownership

Funds ownership: 57.84%58.3% (+0.46%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.6M +$2.86M +71,563 +4%
RA
2
Royce & Associates
New York
$53.5M +$5.5M +137,658 +12%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$52.9M -$1.48M -36,958 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.1M +$1.55M +38,702 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.8M -$992K -24,818 -3%
ACH
6
ArrowMark Colorado Holdings
Colorado
$29.2M -$1.58M -39,634 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$28M -$1.32M -33,067 -5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$20.3M +$1.93M +48,355 +11%
State Street
9
State Street
Massachusetts
$13.7M -$487K -12,185 -4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$8.24M -$89K -2,228 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.41M +$79.1K +1,980 +1%
Northern Trust
12
Northern Trust
Illinois
$6.72M -$327K -8,186 -5%
ACM
13
American Capital Management
New York
$6.23M
GKIM
14
GW&K Investment Management
Massachusetts
$5.53M -$87.1K -2,181 -2%
Norges Bank
15
Norges Bank
Norway
$5.37M -$394K -9,856 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.54M +$152K +3,804 +4%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$3.72M -$116K -2,897 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.17M -$364K -9,111 -11%
Charles Schwab
19
Charles Schwab
California
$3.01M +$21.5K +538 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$2.69M -$829K -20,749 -24%
PPA
21
Parametric Portfolio Associates
Washington
$2.41M +$55.7K +1,393 +2%
Man Group
22
Man Group
United Kingdom
$2.36M -$456K -11,400 -17%
Victory Capital Management
23
Victory Capital Management
Texas
$2.35M +$66.6K +1,668 +3%
N
24
Nuveen
North Carolina
$2.31M +$51.3K +1,283 +2%
CCPM
25
Cooper Creek Partners Management
New York
$1.96M