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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 %
Comerica Bank
76
Comerica Bank
Texas
$142K 5,279 -131 -2%
AB
77
Amalgamated Bank
New York
$134K 5,000 -214 -4%
CIA
78
Capital Impact Advisors
Massachusetts
$133K 4,946 -7,700 -61%
US Bancorp
79
US Bancorp
Minnesota
$127K 4,734 +3,789 +401%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$126K 4,704 +33 +0.7%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$118K 4,415 +6 +0.1%
SG Americas Securities
82
SG Americas Securities
New York
$117K 4,380 +753 +21%
TRCT
83
Tower Research Capital (TRC)
New York
$111K 4,146 +385 +10%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$104K 3,902 +2,178 +126%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$102K 3,823 – –
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$94K 3,498 – –
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$89.4K 3,333 -100 -3%
Wells Fargo
88
Wells Fargo
California
$82.8K 3,090 +659 +27%
Victory Capital Management
89
Victory Capital Management
Texas
$80.9K 3,018 -406 -12%
EC
90
EntryPoint Capital
New York
$48.2K 1,796 +1,796 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$41.6K 1,553 +533 +52%
A
92
AlphaQuest
New York
$27.8K 1,037 +1,037 New
AIP
93
Ameritas Investment Partners
Nebraska
$25.9K 966 – –
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$22.7K 848 – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$21K 782 -390 -33%
Osaic Holdings
96
Osaic Holdings
Arizona
$20.2K 755 -43 -5%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K 698 – –
Russell Investments Group
98
Russell Investments Group
United Kingdom
$12.1K 450 +94 +26%
Simplex Trading
99
Simplex Trading
Illinois
$4K 181 -685 -79%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$4K 157 +42 +37%
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5