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Forrester Research
FORR

Overview Fund Activity

94 hedge funds and large institutions have $87.7M invested in Forrester Research in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
33
Closed
20
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$2.98M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$2.31M
3
HIM
3
Herald Investment Management
United Kingdom
$1.39M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.54M
5
BCM
5
Bridgeway Capital Management
Texas
$453K

Top Sellers

1
RA
1
Royce & Associates
New York
$16.9M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
Millennium Management
4
Millennium Management
New York
$287K
5
BlackRock
5
BlackRock
New York
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$8.98K – – –
AIP
77
Ameritas Investment Partners
Nebraska
$8.93K – – –
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$8K – – –
CCM
79
Coldstream Capital Management
Washington
$4.76K +$4.76K +515 New
AB
80
Amalgamated Bank
New York
$4K – – –
US Bancorp
81
US Bancorp
Minnesota
$2.54K -$8.54K -924 -77%
HCA
82
Harbor Capital Advisors
Illinois
$2K +$10 +1 +0.5%
Simplex Trading
83
Simplex Trading
Illinois
$2K +$2K +222 New
SCM
84
Sterling Capital Management
North Carolina
$1.95K -$1.52K -164 -44%
GI
85
GAMMA Investing
California
$1.3K +$1.3K +141 New
Osaic Holdings
86
Osaic Holdings
Arizona
$924 -$65 -7 -7%
HNB
87
Huntington National Bank
Ohio
$841 +$832 +90 +9,000%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$536 +$536 +58 New
PWMG
89
Private Wealth Management Group
New Jersey
$499 +$499 +54 New
SS
90
SBI Securities
Japan
$397 – – –
TWD
91
True Wealth Design
Ohio
$102 -$603 -65 -86%
IA
92
IFP Advisors
Florida
$46 – – –
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$9 – – –
BP
94
Ballentine Partners
Massachusetts
– -$3.93M -250,559 Closed
M&T Bank
95
M&T Bank
New York
– -$1.56M -99,688 Closed
AQR Capital Management
96
AQR Capital Management
Connecticut
– -$559K -35,670 Closed
SEI Investments
97
SEI Investments
Pennsylvania
– -$366K -23,353 Closed
ECM
98
ExodusPoint Capital Management
New York
– -$264K -16,870 Closed
Marshall Wace
99
Marshall Wace
United Kingdom
– -$226K -14,432 Closed
HSBC Holdings
100
HSBC Holdings
United Kingdom
– -$205K -13,080 Closed
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