We are live on ! Find out more
FORR icon

Forrester Research

105 hedge funds and large institutions have $313M invested in Forrester Research in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.01% less ownership

Funds ownership: 56.02%56.02% (-0.01%)

10% less capital invested

Capital invested by funds: $348M → $313M (-$35.3M)

13% less funds holding

Funds holding: 121105 (-16)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
105
Holders Change
-16
Holders Change %
-13.22%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
40
Closed
28
Calls
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.42M +$1.45M +48,726 New
M&T Bank
27
M&T Bank
New York
$1.39M +$439K +14,775 +45%
CCPM
28
Cooper Creek Partners Management
New York
$1.36M
Two Sigma Investments
29
Two Sigma Investments
New York
$1.34M -$36K -1,209 -3%
Goldman Sachs
30
Goldman Sachs
New York
$1.23M -$78.1K -2,625 -6%
N
31
Numerai
California
$1.13M +$660K +22,185 +134%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.12M -$896K -30,139 -44%
Ameriprise
33
Ameriprise
Minnesota
$1.12M -$106K -3,565 -9%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.06M -$20.8K -701 -2%
AAM
35
Auxier Asset Management
Oregon
$1.02M +$279K +9,366 +37%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$994K -$82.1K -2,761 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$982K +$4.22K +142 +0.4%
N
38
Nuveen
North Carolina
$939K
Bank of America
39
Bank of America
North Carolina
$930K +$176K +5,931 +23%
Citadel Advisors
40
Citadel Advisors
Florida
$922K -$1M -33,738 -52%
2C
41
272 Capital
Texas
$885K +$905K +30,413 New
CIC
42
Cornercap Investment Counsel
Georgia
$869K +$13.4K +451 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$717K
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$611K +$100K +3,371 +19%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$585K +$10K +337 +2%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$579K +$23.8K +800 +4%
CS
47
Credit Suisse
Switzerland
$550K +$69.4K +2,335 +14%
Man Group
48
Man Group
United Kingdom
$525K +$537K +18,041 New
Canada Life
49
Canada Life
Manitoba, Canada
$469K -$31.6K -1,062 -6%
BFM
50
Boothbay Fund Management
New York
$449K +$459K +15,423 New