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Forrester Research

131 hedge funds and large institutions have $503M invested in Forrester Research in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 54.89%55.62% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 135131 (-4)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

15% less capital invested

Capital invested by funds: $592M → $503M (-$88.8M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
46
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$794K +$31.8K +614 +4%
MAM
52
Martingale Asset Management
Massachusetts
$731K +$62.6K +1,208 +9%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$690K -$7.3K -141 -1%
SO
54
STRS Ohio
Ohio
$679K -$15.5K -300 -2%
Bank of America
55
Bank of America
North Carolina
$636K -$708K -13,663 -51%
SGI
56
Summit Global Investments
Utah
$627K +$197K +3,800 +41%
Man Group
57
Man Group
United Kingdom
$595K
UBS AM
58
UBS AM
Illinois
$585K +$111K +2,137 +21%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$579K +$375K +7,245 +148%
Prudential Financial
60
Prudential Financial
New Jersey
$546K -$20.2K -390 -3%
ETC
61
Exchange Traded Concepts
Oklahoma
$541K +$13.5K +260 +2%
Citadel Advisors
62
Citadel Advisors
Florida
$527K -$723K -13,954 -56%
Canada Life
63
Canada Life
Manitoba, Canada
$520K +$80.4K +1,552 +17%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$482K
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$477K +$20.4K +394 +4%
Victory Capital Management
66
Victory Capital Management
Texas
$476K -$156K -3,013 -23%
CIA
67
Capital Impact Advisors
Massachusetts
$460K -$370K -7,146 -43%
Comerica Bank
68
Comerica Bank
Texas
$445K -$10.1K -195 -2%
YCM
69
Yousif Capital Management
Michigan
$437K -$55.7K -1,075 -11%
DT
70
Diversified Trust
Tennessee
$411K
WG
71
Winton Group
United Kingdom
$405K +$129K +2,488 +42%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$401K +$93.8K +1,810 +28%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$395K +$28K +540 +7%
NYLIM
74
New York Life Investment Management
New York
$395K +$428K +8,265 New
EGM
75
Engineers Gate Manager
New York
$387K +$61.9K +1,194 +17%