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Forrester Research
FORR

Overview Fund Activity

107 hedge funds and large institutions have $181M invested in Forrester Research in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 25 closing their positions.

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
45
Reduced
31
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$4.27M
2
RA
2
Royce & Associates
New York
$42.4M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.94M
4
Millennium Management
4
Millennium Management
New York
$4.69M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.07M

Top Sellers

1
KLC
1
Kent Lake Capital
Nevada
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.7M
3
PCM
3
Portolan Capital Management
Massachusetts
$4.52M
4
ACM
4
American Capital Management
New York
$0
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$683 40 +40 New
AF
102
Allworth Financial
California
$599 33 -95 -74%
SAM
103
Smartleaf Asset Management
Massachusetts
$169 10 +10 New
RIL
104
Rothschild Investment LLC
Illinois
$85 5 +5 New
IC
105
Innealta Capital
Texas
$85 5 +5 New
HNB
106
Huntington National Bank
Ohio
$17 1 -41 -98%
KLC
107
Kent Lake Capital
Nevada
– – -532,152 Closed
ACM
108
American Capital Management
New York
– – -79,955 Closed
AP
109
Advisors Preferred
Maryland
– – -68,552 Closed
PAM
110
Panagora Asset Management
Massachusetts
– – -29,330 Closed
MFS
111
Mirabella Financial Services
United Kingdom
– – -23,810 Closed
Swiss National Bank
112
Swiss National Bank
Switzerland
– – -22,750 Closed
SPA
113
Sherbrooke Park Advisers
New York
– – -16,274 Closed
QC
114
Quadrature Capital
United Kingdom
– – -14,631 Closed
ECM
115
ExodusPoint Capital Management
New York
– – -14,454 Closed
CC
116
Centiva Capital
New York
– – -13,176 Closed
BHCM
117
Brevan Howard Capital Management
Jersey
– – -11,342 Closed
UBS AM
118
UBS AM
Illinois
– – -10,525 Closed
PP
119
Paloma Partners
Connecticut
– – -10,276 Closed
Canada Life
120
Canada Life
Manitoba, Canada
– – -8,774 Closed
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
– – -8,607 Closed
AIG
122
American International Group
New York
– – -5,792 Closed
CIA
123
Capital Impact Advisors
Massachusetts
– – -4,946 Closed
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
– – -848 Closed
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
– – -698 Closed
2 3 4
5
6