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Forrester Research

121 hedge funds and large institutions have $348M invested in Forrester Research in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 55.78%56.02% (+0.24%)

3% less capital invested

Capital invested by funds: $358M → $348M (-$9.55M)

6% less funds holding

Funds holding: 129121 (-8)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

32% less call options, than puts

Call options by funds: $197K | Put options by funds: $291K

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
51
Closed
19
Calls
$197K
Puts
$291K
Net Calls
-$94K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$1.9M +$11.6K +334 +0.6%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.81M +$620K +17,900 +47%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.53M +$742K +21,435 +83%
CCPM
29
Cooper Creek Partners Management
New York
$1.51M
Invesco
30
Invesco
Georgia
$1.49M -$5.36M -154,856 -77%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$1.47M -$1.88M -54,268 -54%
Goldman Sachs
32
Goldman Sachs
New York
$1.45M -$70.5K -2,036 -4%
Ameriprise
33
Ameriprise
Minnesota
$1.36M -$68.5K -1,979 -5%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.2M +$97.6K +2,817 +8%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.2M +$12.8K +371 +1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.09M +$60.2K +1,737 +5%
Millennium Management
37
Millennium Management
New York
$1.08M +$292K +8,419 +34%
M&T Bank
38
M&T Bank
New York
$1.07M +$546K +15,753 +91%
N
39
Nuveen
North Carolina
$1.04M -$404K -11,656 -27%
CIC
40
Cornercap Investment Counsel
Georgia
$952K -$24.7K -712 -2%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$879K -$2.67M -76,967 -74%
SEI Investments
42
SEI Investments
Pennsylvania
$844K -$489K -14,128 -35%
Bank of America
43
Bank of America
North Carolina
$843K +$370K +10,677 +69%
AAM
44
Auxier Asset Management
Oregon
$827K +$225K +6,500 +34%
Swiss National Bank
45
Swiss National Bank
Switzerland
$797K -$97K -2,800 -10%
CSS
46
Cubist Systematic Strategies
Connecticut
$656K -$284K -8,196 -29%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$640K -$17.2K -497 -2%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$618K -$64.8K -1,870 -9%
EGM
49
Engineers Gate Manager
New York
$581K +$160K +4,609 +35%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$571K +$375K +10,819 +159%