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Forrester Research
FORR

Overview Fund Activity

108 hedge funds and large institutions have $221M invested in Forrester Research in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 28 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
28
Reduced
36
Closed
28
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$2K

Top Buyers

1
KLC
1
Kent Lake Capital
Nevada
$11.5M
2
PCM
2
Portolan Capital Management
Massachusetts
$8.53M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.39M
4
RA
4
Royce & Associates
New York
$48.6M
5
HF
5
HRT Financial
New York
$2.25M

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M
3
State Street
3
State Street
Massachusetts
$5.97M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$1.46M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
QL
101
Quarry LP
New York
$1.36K 63 +63 New
TRCT
102
Tower Research Capital (TRC)
New York
$1.23K 57 -4,089 -99%
HNB
103
Huntington National Bank
Ohio
$906 42 +41 +4,100%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$280 13 -1,540 -99%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$194 9 +9 New
Osaic Holdings
106
Osaic Holdings
Arizona
$150 7 -748 -99%
AWM
107
Avior Wealth Management
Nebraska
$43 2 +2 New
Principal Financial Group
108
Principal Financial Group
Iowa
– – -60,057 Closed
2C
109
272 Capital
Texas
– – -55,916 Closed
Ameriprise
110
Ameriprise
Minnesota
– – -33,769 Closed
BFM
111
Boothbay Fund Management
New York
– – -28,232 Closed
ICM
112
Invenomic Capital Management
Massachusetts
– – -27,824 Closed
Public Sector Pension Investment Board (PSP Investments)
113
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -23,954 Closed
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
– – -19,691 Closed
WG
115
Watchman Group
Texas
– – -14,538 Closed
Prudential Financial
116
Prudential Financial
New Jersey
– – -13,452 Closed
CCM
117
Cullen Capital Management
New York
– – -12,554 Closed
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
– – -12,267 Closed
NYLIM
119
New York Life Investment Management
New York
– – -10,758 Closed
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
– – -10,286 Closed
TPSF
121
Texas Permanent School Fund
Texas
– – -9,968 Closed
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
– – -9,449 Closed
Man Group
123
Man Group
United Kingdom
– – -9,441 Closed
AllianceBernstein
124
AllianceBernstein
Tennessee
– – -8,440 Closed
OQS
125
Occudo Quantitative Strategies
Florida
– – -8,373 Closed
2 3 4
5
6