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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
Comerica Bank
76
Comerica Bank
Texas
$142K -$3.41K -131 -2%
AB
77
Amalgamated Bank
New York
$134K -$5.57K -214 -4%
CIA
78
Capital Impact Advisors
Massachusetts
$133K -$201K -7,700 -61%
US Bancorp
79
US Bancorp
Minnesota
$127K +$98.7K +3,789 +401%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$126K +$860 +33 +0.7%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$118K +$156 +6 +0.1%
SG Americas Securities
82
SG Americas Securities
New York
$117K +$19.6K +753 +21%
TRCT
83
Tower Research Capital (TRC)
New York
$111K +$10K +385 +10%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$104K +$56.7K +2,178 +126%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$102K
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$94K
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$89.4K -$2.6K -100 -3%
Wells Fargo
88
Wells Fargo
California
$82.8K +$17.2K +659 +27%
Victory Capital Management
89
Victory Capital Management
Texas
$80.9K -$10.6K -406 -12%
EC
90
EntryPoint Capital
New York
$48.2K +$46.8K +1,796 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$41.6K +$13.9K +533 +52%
A
92
AlphaQuest
New York
$27.8K +$27K +1,037 New
AIP
93
Ameritas Investment Partners
Nebraska
$25.9K
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$22.7K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$21K -$10.2K -390 -33%
Osaic Holdings
96
Osaic Holdings
Arizona
$20.2K -$1.12K -43 -5%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K
Russell Investments Group
98
Russell Investments Group
United Kingdom
$12.1K +$2.45K +94 +26%
Simplex Trading
99
Simplex Trading
Illinois
$4K -$17.8K -685 -79%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.09K +42 +37%