We are live on ! Find out more
FORR icon

Forrester Research

105 hedge funds and large institutions have $290M invested in Forrester Research in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 54.89%56.22% (+1.3%)

1% less funds holding

Funds holding: 106105 (-1)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

5% less capital invested

Capital invested by funds: $305M → $290M (-$14.7M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
42
Closed
9
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$1.08M +$1.05M +40,234 New
CIC
27
Cornercap Investment Counsel
Georgia
$1.03M +$241K +9,237 +32%
AAM
28
Auxier Asset Management
Oregon
$959K
Legal & General Group
29
Legal & General Group
United Kingdom
$952K -$521 -20 -0.1%
Ameriprise
30
Ameriprise
Minnesota
$905K -$41.9K -1,607 -5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$896K -$27.7K -1,065 -3%
Goldman Sachs
32
Goldman Sachs
New York
$896K -$93.2K -3,578 -10%
PAM
33
Panagora Asset Management
Massachusetts
$890K -$618K -23,732 -42%
N
34
Nuveen
North Carolina
$867K +$7.22K +277 +0.9%
Barclays
35
Barclays
United Kingdom
$780K +$336K +12,916 +80%
BFM
36
Boothbay Fund Management
New York
$757K +$365K +14,024 +99%
ICM
37
Invenomic Capital Management
Massachusetts
$746K -$533K -20,443 -42%
JP Morgan Chase
38
JP Morgan Chase
New York
$695K -$534K -20,484 -44%
WCM
39
Wedge Capital Management
North Carolina
$682K +$15.4K +593 +2%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$642K +$253K +9,706 +68%
AQR Capital Management
41
AQR Capital Management
Connecticut
$633K -$27.8K -1,066 -4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$610K -$67.7K -2,600 -10%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$598K +$182K +7,000 +46%
Citadel Advisors
44
Citadel Advisors
Florida
$548K -$42.7K -1,639 -7%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$528K +$33.6K +1,288 +7%
Canada Life
46
Canada Life
Manitoba, Canada
$486K
CS
47
Credit Suisse
Switzerland
$463K -$27.2K -1,046 -6%
TCWM
48
Total Clarity Wealth Management
Illinois
$450K +$252K +9,674 +136%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$395K -$191K -7,315 -33%
WG
50
Watchman Group
Texas
$390K