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Forrester Research

131 hedge funds and large institutions have $503M invested in Forrester Research in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 54.89%55.62% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 135131 (-4)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

15% less capital invested

Capital invested by funds: $592M → $503M (-$88.8M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
46
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$113K +$123K +2,370 New
MOACM
102
Mutual of America Capital Management
New York
$88K +$12.3K +238 +15%
SOW
103
State of Wyoming
Wyoming
$83K +$14.1K +273 +19%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$81K
Lazard Asset Management
105
Lazard Asset Management
New York
$76K +$34.2K +660 +70%
VI
106
Vestcor Inc
New Brunswick, Canada
$73K +$78.9K +1,522 New
Wells Fargo
107
Wells Fargo
California
$54K -$468K -9,035 -89%
AIP
108
Ameritas Investment Partners
Nebraska
$46K
US Bancorp
109
US Bancorp
Minnesota
$45K -$4.51K -87 -8%
KBC Group
110
KBC Group
Belgium
$45K +$49.1K +947 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$41K
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$33.4K
TRCT
113
Tower Research Capital (TRC)
New York
$32K +$25.6K +494 +294%
Macquarie Group
114
Macquarie Group
Australia
$25K
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$22K -$829 -16 -3%
UBS Group
116
UBS Group
Switzerland
$20K -$167K -3,214 -89%
Osaic Holdings
117
Osaic Holdings
Arizona
$18K -$207 -4 -1%
EI
118
Ellevest Inc
New York
$17K -$207 -4 -1%
HNB
119
Huntington National Bank
Ohio
$15K +$13.8K +266 +619%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$13K -$32.5K -628 -70%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$13K +$6.94K +134 +85%
SWA
122
Sutton Wealth Advisors
Florida
$6.6K -$259 -5 -3%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$6K -$414 -8 -5%
ACM
124
Aquatic Capital Management
Illinois
$5K +$5.18K +100 New
C
125
Covestor
United Kingdom
$4K -$518 -10 -12%