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Forrester Research

108 hedge funds and large institutions have $221M invested in Forrester Research in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

3% more funds holding

Funds holding: 105108 (+3)

3.34% less ownership

Funds ownership: 56.22%52.88% (-3.3%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

24% less capital invested

Capital invested by funds: $290M → $221M (-$68.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
28
Reduced
36
Closed
28
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$429K +$451K +19,893 New
CS
52
Credit Suisse
Switzerland
$372K
SPA
53
Sherbrooke Park Advisers
New York
$351K +$369K +16,274 New
NRD
54
Nebula Research & Development
New York
$347K +$365K +16,088 New
Legal & General Group
55
Legal & General Group
United Kingdom
$331K -$457K -20,169 -57%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$330K -$411K -18,132 -54%
TCWM
57
Total Clarity Wealth Management
Illinois
$317K -$46.9K -2,070 -12%
QC
58
Quadrature Capital
United Kingdom
$315K +$332K +14,631 New
ECM
59
ExodusPoint Capital Management
New York
$312K +$77.5K +3,416 +31%
PAS
60
Point72 Asia (Singapore)
Singapore
$303K +$319K +14,046 New
CC
61
Centiva Capital
New York
$284K +$299K +13,176 New
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$278K +$195K +8,607 New
HSBC Holdings
63
HSBC Holdings
United Kingdom
$268K +$282K +12,420 New
YIH
64
Y-Intercept (HK)
Hong Kong
$258K +$272K +11,982 New
Comerica Bank
65
Comerica Bank
Texas
$254K +$148K +6,510 +123%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$249K -$14.4K -637 -5%
BHCM
67
Brevan Howard Capital Management
Jersey
$245K +$257K +11,342 New
EGM
68
Engineers Gate Manager
New York
$238K -$30.6K -1,351 -11%
UBS AM
69
UBS AM
Illinois
$227K
QT
70
Quantbot Technologies
New York
$223K +$235K +10,365 New
PP
71
Paloma Partners
Connecticut
$222K +$233K +10,276 New
N
72
Numerai
California
$206K +$216K +9,544 New
Canada Life
73
Canada Life
Manitoba, Canada
$189K -$215K -9,458 -52%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$181K +$83.7K +3,689 +78%
AIG
75
American International Group
New York
$125K -$13.4K -591 -9%