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Forrester Research
FORR

Overview Fund Activity

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
RA
1
Royce & Associates
New York
$99M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$4.74M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$72.8M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$4.52M
5
OAM
5
Oberweis Asset Management
Illinois
$3.04M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$23.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.41M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$43.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.32M
5
BlackRock
5
BlackRock
New York
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$248K 4,400 – –
II
102
Inspire Investing
Idaho
$237K 4,194 -66 -2%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$234K 4,143 -100 -2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$220K 3,863 -5,276 -58%
H6H
105
Hightower 6M Holding
Kansas
$219K 3,878 +3,878 New
UBS Group
106
UBS Group
Switzerland
$204K 3,620 -4,146 -53%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$200K 3,518 +3,518 New
APP
108
Alpha Paradigm Partners
Illinois
$195K 3,455 -6,000 -63%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$175K 3,100 – –
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$96K 1,700 – –
MOACM
111
Mutual of America Capital Management
New York
$90K 1,601 +81 +5%
SOW
112
State of Wyoming
Wyoming
$82K 1,458 +903 +163%
US Bancorp
113
US Bancorp
Minnesota
$58K 1,025 – –
AIP
114
Ameritas Investment Partners
Nebraska
$55K 966 – –
Lazard Asset Management
115
Lazard Asset Management
New York
$53K 946 +846 +846%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$50K 894 -1,299 -59%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$48K 848 – –
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$39.4K 698 -2,021 -74%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$26K 469 +335 +250%
Osaic Holdings
120
Osaic Holdings
Arizona
$22K 382 -5,547 -94%
EI
121
Ellevest Inc
New York
$21K 366 +366 New
TRCT
122
Tower Research Capital (TRC)
New York
$9K 168 -714 -81%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$9K 146 +14 +11%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$9K 157 +157 New
SWA
125
Sutton Wealth Advisors
Florida
$8.07K 143 +2 +1%
2 3 4
5
6