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Forrester Research
FORR

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$2.53M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$5.58M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$2.84M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.57M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$14.8M
3
Jane Street
3
Jane Street
New York
$0
4
N
4
Numerai
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.28M -$420K -26,824 -25%
Goldman Sachs
27
Goldman Sachs
New York
$1.27M -$516K -32,927 -29%
CI
28
Cambiar Investors
Colorado
$1.07M -$91.7K -5,850 -8%
TI
29
Trexquant Investment
Connecticut
$961K -$233K -14,840 -19%
Axa
30
Axa
France
$793K – – –
GCP
31
GSA Capital Partners
United Kingdom
$756K -$753K -48,062 -50%
Barclays
32
Barclays
United Kingdom
$749K +$57.6K +3,673 +8%
CCPM
33
Cooper Creek Partners Management
New York
$733K – – –
SIM
34
SummerHaven Investment Management
Connecticut
$710K – – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
$693K -$110K -7,041 -14%
Ameriprise
36
Ameriprise
Minnesota
$561K +$212K +13,530 +61%
AQR Capital Management
37
AQR Capital Management
Connecticut
$559K -$225K -14,336 -29%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$557K +$44.9K +2,862 +9%
AAM
39
Auxier Asset Management
Oregon
$524K – – –
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$507K -$475K -30,340 -48%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$463K -$87.3K -5,571 -16%
Bank of America
42
Bank of America
North Carolina
$413K -$576K -36,728 -58%
UBS Group
43
UBS Group
Switzerland
$397K +$311K +19,832 +359%
AA
44
Ancora Advisors
Ohio
$393K -$1.33K -85 -0.3%
Invesco
45
Invesco
Georgia
$369K +$4.98K +318 +1%
SEI Investments
46
SEI Investments
Pennsylvania
$366K -$122K -7,817 -25%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$291K +$21K +1,337 +8%
EGM
48
Engineers Gate Manager
New York
$282K -$137K -8,771 -33%
AllianceBernstein
49
AllianceBernstein
Tennessee
$266K – – –
ECM
50
ExodusPoint Capital Management
New York
$264K +$264K +16,870 New
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2
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