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Forrester Research
FORR

Overview Fund Activity

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.

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.32%
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
–

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$2.53M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$5.58M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$2.84M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.57M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$14.8M
3
Jane Street
3
Jane Street
New York
$0
4
N
4
Numerai
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$18.8K 1,199 +729 +155%
Legal & General Group
77
Legal & General Group
United Kingdom
$15.2K 972 – –
AIP
78
Ameritas Investment Partners
Nebraska
$15.1K 966 – –
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$13.6K 866 – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$8.99K 574 -1,961 -77%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$8K 513 -407 -44%
VCM
82
Versant Capital Management
Arizona
$6.43K 410 +410 New
AB
83
Amalgamated Bank
New York
$6K 389 – –
SCM
84
Sterling Capital Management
North Carolina
$5.88K 375 +337 +887%
QCG
85
Quadrant Capital Group
Ohio
$5.6K 357 -2,262 -86%
RS
86
R Squared
Hong Kong
$4.25K 271 +271 New
HCA
87
Harbor Capital Advisors
Illinois
$3K 208 -3 -1%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.68K 107 -22 -17%
W
89
WealthCollab
Washington
$1.68K 107 +107 New
LC
90
Lindbrook Capital
California
$1.54K 98 -8 -8%
TWD
91
True Wealth Design
Ohio
$1.19K 76 +76 New
SS
92
SBI Securities
Japan
$674 43 +43 New
S
93
SignatureFD
Georgia
$313 20 -207 -91%
RIL
94
Rothschild Investment LLC
Illinois
$235 15 -5 -25%
IA
95
IFP Advisors
Florida
$78 5 +5 New
PD
96
Point72 (DIFC)
United Arab Emirates
$31 2 +2 New
HNB
97
Huntington National Bank
Ohio
$16 1 – –
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$16 1 – –
Wellington Management Group
99
Wellington Management Group
Massachusetts
– – -136,634 Closed
Jane Street
100
Jane Street
New York
– – -59,669 Closed
1 2 3
4
5