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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
Prudential Financial
51
Prudential Financial
New Jersey
$361K -$4.22K -162 -1%
Millennium Management
52
Millennium Management
New York
$359K -$2.87M -110,068 -89%
UBS Group
53
UBS Group
Switzerland
$351K -$1.35M -51,994 -80%
CCM
54
Cullen Capital Management
New York
$337K -$333K -12,769 -50%
Citigroup
55
Citigroup
New York
$332K +$211K +8,115 +190%
EGM
56
Engineers Gate Manager
New York
$332K -$18.5K -711 -5%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$329K +$132K +5,049 +70%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$327K -$15.1K -581 -5%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$300K +$292K +11,208 New
ECM
60
ExodusPoint Capital Management
New York
$296K -$40.1K -1,540 -12%
NYLIM
61
New York Life Investment Management
New York
$288K -$6.46K -248 -2%
UBS AM
62
UBS AM
Illinois
$282K
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$276K -$196K -7,537 -42%
TPSF
64
Texas Permanent School Fund
Texas
$267K +$32.4K +1,242 +14%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$253K +$6.25K +240 +3%
Man Group
66
Man Group
United Kingdom
$253K +$246K +9,441 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$226K +$15.6K +600 +8%
OQS
68
Occudo Quantitative Strategies
Florida
$224K +$218K +8,373 New
HCA
69
Harbor Capital Advisors
Illinois
$198K -$4.87K -187 -2%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$190K -$1.95K -75 -1%
IMRF
71
Illinois Municipal Retirement Fund
Illinois
$185K -$1.28K -49 -0.7%
AIG
72
American International Group
New York
$171K -$1.38K -53 -0.8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$171K -$5.21K -200 -3%
Deutsche Bank
74
Deutsche Bank
Germany
$154K +$834 +32 +0.6%
MIM
75
MetLife Investment Management
New Jersey
$144K