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Forrester Research
FORR

Overview Fund Activity

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.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.54%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.66M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$20.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.33M
4
RA
4
Royce & Associates
New York
$57.6M
5
BlackRock
5
BlackRock
New York
$49.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$359K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
UBS Group
3
UBS Group
Switzerland
$351K
4
ACM
4
American Capital Management
New York
$2.38M
5
PAM
5
Panagora Asset Management
Massachusetts
$890K
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$361K 13,452 -162 -1%
Millennium Management
52
Millennium Management
New York
$359K 13,405 -110,068 -89%
UBS Group
53
UBS Group
Switzerland
$351K 13,105 -51,994 -80%
CCM
54
Cullen Capital Management
New York
$337K 12,554 -12,769 -50%
Citigroup
55
Citigroup
New York
$332K 12,394 +8,115 +190%
EGM
56
Engineers Gate Manager
New York
$332K 12,390 -711 -5%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$329K 12,267 +5,049 +70%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$327K 12,198 -581 -5%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$300K 11,208 +11,208 New
ECM
60
ExodusPoint Capital Management
New York
$296K 11,038 -1,540 -12%
NYLIM
61
New York Life Investment Management
New York
$288K 10,758 -248 -2%
UBS AM
62
UBS AM
Illinois
$282K 10,525 – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$276K 10,286 -7,537 -42%
TPSF
64
Texas Permanent School Fund
Texas
$267K 9,968 +1,242 +14%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$253K 9,449 +240 +3%
Man Group
66
Man Group
United Kingdom
$253K 9,441 +9,441 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$226K 8,440 +600 +8%
OQS
68
Occudo Quantitative Strategies
Florida
$224K 8,373 +8,373 New
HCA
69
Harbor Capital Advisors
Illinois
$198K 7,371 -187 -2%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$190K 7,102 -75 -1%
IMRF
71
Illinois Municipal Retirement Fund
Illinois
$185K 6,919 -49 -0.7%
AIG
72
American International Group
New York
$171K 6,383 -53 -0.8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$171K 6,382 -200 -3%
Deutsche Bank
74
Deutsche Bank
Germany
$154K 5,737 +32 +0.6%
MIM
75
MetLife Investment Management
New Jersey
$144K 5,365 – –
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3
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