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Forrester Research

106 hedge funds and large institutions have $305M invested in Forrester Research in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 105106 (+1)

3% less capital invested

Capital invested by funds: $313M → $305M (-$8.18M)

1.13% less ownership

Funds ownership: 56.02%54.89% (-1.1%)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
50
Closed
10
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
CCPM
26
Cooper Creek Partners Management
New York
$1.35M
JP Morgan Chase
27
JP Morgan Chase
New York
$1.34M -$1.07M -34,925 -43%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.22M -$122K -3,971 -9%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.2M -$535K -17,400 -29%
Goldman Sachs
30
Goldman Sachs
New York
$1.07M -$161K -5,222 -12%
AAM
31
Auxier Asset Management
Oregon
$1.03M +$26.7K +867 +2%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.03M -$31.4K -1,020 -3%
Ameriprise
33
Ameriprise
Minnesota
$1.02M -$91.9K -2,986 -8%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$997K +$22.8K +741 +2%
N
35
Nuveen
North Carolina
$926K -$6.98K -227 -0.7%
CIC
36
Cornercap Investment Counsel
Georgia
$846K -$18.4K -598 -2%
2C
37
272 Capital
Texas
$810K -$73.7K -2,397 -8%
Swiss National Bank
38
Swiss National Bank
Switzerland
$733K +$21.5K +700 +3%
CCM
39
Cullen Capital Management
New York
$732K +$492K +16,002 +172%
WCM
40
Wedge Capital Management
North Carolina
$719K -$734K -23,863 -49%
AQR Capital Management
41
AQR Capital Management
Connecticut
$713K -$425K -13,819 -36%
Citadel Advisors
42
Citadel Advisors
Florida
$638K -$296K -9,634 -30%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$637K +$215K +6,990 +46%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$532K -$80.2K -2,606 -12%
CS
45
Credit Suisse
Switzerland
$529K -$18.9K -615 -3%
Canada Life
46
Canada Life
Manitoba, Canada
$527K +$66K +2,146 +13%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$515K -$504K -16,375 -48%
Man Group
48
Man Group
United Kingdom
$513K -$555K -18,041 Closed
Barclays
49
Barclays
United Kingdom
$468K +$90.5K +2,942 +22%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$442K +$45.8K +1,487 +11%