We are live on ! Find out more
FORR icon

Forrester Research

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 54.17%53.03% (-1.1%)

7% less funds holding

Funds holding: 10699 (-7)

15% less capital invested

Capital invested by funds: $186M → $158M (-$28M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
42
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$18.8K +$11.8K +729 +155%
Legal & General Group
77
Legal & General Group
United Kingdom
$15.2K
AIP
78
Ameritas Investment Partners
Nebraska
$15.1K
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$13.6K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$8.99K -$31.6K -1,961 -77%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$8K -$6.56K -407 -44%
VCM
82
Versant Capital Management
Arizona
$6.42K +$6.61K +410 New
AB
83
Amalgamated Bank
New York
$6K
SCM
84
Sterling Capital Management
North Carolina
$5.88K +$5.43K +337 +887%
QCG
85
Quadrant Capital Group
Ohio
$5.59K -$36.5K -2,262 -86%
RS
86
R Squared
Hong Kong
$4.25K +$4.37K +271 New
HCA
87
Harbor Capital Advisors
Illinois
$3K -$48 -3 -1%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.68K -$355 -22 -17%
W
89
WealthCollab
Washington
$1.68K +$1.73K +107 New
LC
90
Lindbrook Capital
California
$1.54K -$129 -8 -8%
TWD
91
True Wealth Design
Ohio
$1.19K +$1.23K +76 New
SS
92
SBI Securities
Japan
$674 +$693 +43 New
S
93
SignatureFD
Georgia
$313 -$3.34K -207 -91%
RIL
94
Rothschild Investment LLC
Illinois
$235 -$81 -5 -25%
IA
95
IFP Advisors
Florida
$78 +$81 +5 New
PD
96
Point72 (DIFC)
United Arab Emirates
$31 +$32 +2 New
HNB
97
Huntington National Bank
Ohio
$16
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$16
Wellington Management Group
99
Wellington Management Group
Massachusetts
-$2.46M -136,634 Closed
Jane Street
100
Jane Street
New York
-$1.07M -59,669 Closed