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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
QC
51
Quadrature Capital
United Kingdom
$435K +$22.8K +741 +5%
WG
52
Watchman Group
Texas
$420K +$447K +14,538 New
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$412K -$180K -5,859 -29%
BFM
54
Boothbay Fund Management
New York
$411K -$37.4K -1,215 -8%
Prudential Financial
55
Prudential Financial
New Jersey
$393K -$14.3K -465 -3%
N
56
Numerai
California
$387K -$780K -25,337 -65%
EGM
57
Engineers Gate Manager
New York
$379K +$35K +1,136 +9%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$376K -$212K -6,890 -35%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$369K -$38.7K -1,259 -9%
CIA
60
Capital Impact Advisors
Massachusetts
$365K
ECM
61
ExodusPoint Capital Management
New York
$364K +$387K +12,578 New
NYLIM
62
New York Life Investment Management
New York
$318K -$53.4K -1,734 -14%
UBS AM
63
UBS AM
Illinois
$304K +$98.9K +3,213 +44%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$266K +$283K +9,209 New
TPSF
65
Texas Permanent School Fund
Texas
$252K -$38.3K -1,244 -12%
AllianceBernstein
66
AllianceBernstein
Tennessee
$227K +$22.2K +720 +10%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$223K -$157K -5,098 -40%
HCA
68
Harbor Capital Advisors
Illinois
$218K -$16.3K -531 -7%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$209K +$222K +7,218 New
SOADOR
70
State of Alaska Department of Revenue
Alaska
$207K -$8.52K -277 -4%
TCWM
71
Total Clarity Wealth Management
Illinois
$206K +$219K +7,121 New
IMRF
72
Illinois Municipal Retirement Fund
Illinois
$201K +$214K +6,968 New
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$190K -$6.15K -200 -3%
AIG
74
American International Group
New York
$186K +$4.58K +149 +2%
Deutsche Bank
75
Deutsche Bank
Germany
$165K