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Forrester Research

129 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126129 (+3)

0.32% more ownership

Funds ownership: 55.46%55.78% (+0.32%)

6% less capital invested

Capital invested by funds: $379M → $358M (-$21.3M)

33% less call options, than puts

Call options by funds: $215K | Put options by funds: $322K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
40
Closed
9
Calls
$215K
Puts
$322K
Net Calls
-$107K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$82K +$71.4K +1,951 +577%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$48.7K -$389K -10,635 -89%
QCG
103
Quadrant Capital Group
Ohio
$41.3K +$36K +985 +583%
QT
104
Quantbot Technologies
New York
$39.2K -$50.4K -1,379 -56%
US Bancorp
105
US Bancorp
Minnesota
$35.5K +$731 +20 +2%
AIP
106
Ameritas Investment Partners
Nebraska
$35.3K
KBC Group
107
KBC Group
Belgium
$34K
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$30.3K
SOW
109
State of Wyoming
Wyoming
$25.9K -$32.6K -891 -55%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$25K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$24.6K +$13.8K +377 +121%
Dimensional Fund Advisors
112
Dimensional Fund Advisors
Texas
$22.2K -$26K -711 -0.1%
Wells Fargo
113
Wells Fargo
California
$20.8K -$15.8K -431 -43%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$18.6K -$439 -12 -2%
Osaic Holdings
115
Osaic Holdings
Arizona
$15K +$622 +17 +4%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$13.8K +$6.33K +173 +81%
TRCT
117
Tower Research Capital (TRC)
New York
$13K -$36.5K -997 -73%
NHT
118
New Hampshire Trust
New Hampshire
$11.8K +$12.1K +330 New
HNB
119
Huntington National Bank
Ohio
$10.8K -$219 -6 -2%
EI
120
Ellevest Inc
New York
$10.4K -$2.63K -72 -20%
SWA
121
Sutton Wealth Advisors
Florida
$5.54K +$622 +17 +12%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$2.72K +$805 +22 +41%
S
123
SignatureFD
Georgia
$2.25K +$2.3K +63 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$2K +$146 +4 +7%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1K +$1.02K +28 New