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Forrester Research

100 hedge funds and large institutions have $469M invested in Forrester Research in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $463M → $469M (+$6.19M)

0.47% less ownership

Funds ownership: 58.3%57.83% (-0.47%)

4% less funds holding

Funds holding: 104100 (-4)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81M +$2.4M +55,232 +3%
RA
2
Royce & Associates
New York
$64.3M +$10.2M +235,741 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.7M +$1M +23,101 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45M -$8.82M -203,135 -16%
Renaissance Technologies
5
Renaissance Technologies
New York
$36.2M -$2.12M -48,800 -5%
ACH
6
ArrowMark Colorado Holdings
Colorado
$30.4M +$855K +19,694 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.4M -$1.05M -24,079 -4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$21.9M +$1.3M +29,962 +6%
State Street
9
State Street
Massachusetts
$14.1M +$212K +4,892 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.2M +$705K +16,239 +9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$7.7M -$670K -15,434 -8%
ACM
12
American Capital Management
New York
$6.32M
Northern Trust
13
Northern Trust
Illinois
$6.26M -$560K -12,910 -8%
GKIM
14
GW&K Investment Management
Massachusetts
$5.53M -$70.6K -1,627 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.58M -$26.6K -613 -0.6%
Norges Bank
16
Norges Bank
Norway
$4M -$1.47M -33,884 -26%
Victory Capital Management
17
Victory Capital Management
Texas
$3.64M +$1.29M +29,667 +53%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.37M -$408K -9,403 -11%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.21M -$2.73K -63 -0.1%
Charles Schwab
20
Charles Schwab
California
$3.21M +$157K +3,614 +5%
Goldman Sachs
21
Goldman Sachs
New York
$3.1M +$384K +8,844 +14%
PPA
22
Parametric Portfolio Associates
Washington
$2.67M +$223K +5,137 +9%
N
23
Nuveen
North Carolina
$2.29M -$52.6K -1,212 -2%
Ameriprise
24
Ameriprise
Minnesota
$2.04M +$90.7K +2,090 +5%
CCPM
25
Cooper Creek Partners Management
New York
$1.99M