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Forrester Research
FORR

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$2.53M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.7M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$5.58M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$2.84M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.57M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$14.8M
3
Jane Street
3
Jane Street
New York
$0
4
N
4
Numerai
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
N
101
Numerai
California
– – -55,593 Closed
Creative Planning
102
Creative Planning
Kansas
– – -26,772 Closed
HF
103
HRT Financial
New York
– – -21,860 Closed
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
– – -10,715 Closed
Deutsche Bank
105
Deutsche Bank
Germany
– – -8,686 Closed
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
– – -2,897 Closed
Lazard Asset Management
107
Lazard Asset Management
New York
– – -2,395 Closed
PA
108
Parallel Advisors
California
– – -888 Closed
QL
109
Quarry LP
New York
– – -345 Closed
CPA
110
Capital Performance Advisors
California
– – -151 Closed
Russell Investments Group
111
Russell Investments Group
United Kingdom
– – -116 Closed
EWA
112
EverSource Wealth Advisors
Alabama
– – -100 Closed
GI
113
GAMMA Investing
California
– – -71 Closed
PWMG
114
Private Wealth Management Group
New Jersey
– – -61 Closed
CPG
115
Cornerstone Planning Group
New Jersey
– – -38 Closed
AF
116
Allworth Financial
California
– – -17 Closed
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
– – -14 Closed
SAM
118
Smartleaf Asset Management
Massachusetts
– – -10 Closed
C
119
Covestor
United Kingdom
$0 4 – –
CFGS
120
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5