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Forrester Research

105 hedge funds and large institutions have $313M invested in Forrester Research in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.01% less ownership

Funds ownership: 56.02%56.02% (-0.01%)

10% less capital invested

Capital invested by funds: $348M → $313M (-$35.3M)

13% less funds holding

Funds holding: 121105 (-16)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
105
Holders Change
-16
Holders Change %
-13.22%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
40
Closed
28
Calls
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$320 +$327 +11 New
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$233
PA
103
Parallel Advisors
California
$87 +$89 +3 New
HNB
104
Huntington National Bank
Ohio
$29 -$9.13K -307 -100%
Pacer Advisors
105
Pacer Advisors
Pennsylvania
-$4.18M -129,195 Closed
GKIM
106
GW&K Investment Management
Massachusetts
-$3.7M -114,265 Closed
Massachusetts Financial Services
107
Massachusetts Financial Services
Massachusetts
-$1.47M -45,463 Closed
CSS
108
Cubist Systematic Strategies
Connecticut
-$656K -20,266 Closed
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
-$461K -14,251 Closed
VOYA Investment Management
110
VOYA Investment Management
Georgia
-$430K -13,281 Closed
GCM
111
Graham Capital Management
Connecticut
-$366K -11,313 Closed
SGI
112
Summit Global Investments
Utah
-$359K -11,100 Closed
MAM
113
Martingale Asset Management
Massachusetts
-$356K -10,993 Closed
WG
114
Winton Group
United Kingdom
-$350K -10,831 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
-$335K -10,363 Closed
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
-$278K -8,607 Closed
YIH
117
Y-Intercept (HK)
Hong Kong
-$217K -6,694 Closed
YCM
118
Yousif Capital Management
Michigan
-$205K -6,327 Closed
SG Americas Securities
119
SG Americas Securities
New York
-$200K -6,182 Closed
VI
120
Vestcor Inc
New Brunswick, Canada
-$189K -5,832 Closed
PI
121
PEAK6 Investments
Illinois
-$124K -3,822 Closed
SO
122
STRS Ohio
Ohio
-$93K -2,900 Closed
Lazard Asset Management
123
Lazard Asset Management
New York
-$93K -2,883 Closed
Amundi
124
Amundi
France
-$56.4K -1,790 Closed
C
125
Covestor
United Kingdom
-$35K -1,178 -100%