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Forrester Research

103 hedge funds and large institutions have $64.3M invested in Forrester Research in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

7.41% more ownership

Funds ownership: 51.78%59.19% (+7.4%)

6% less funds holding

Funds holding: 109103 (-6)

20% less capital invested

Capital invested by funds: $79.9M → $64.3M (-$15.6M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.79M

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
40
Reduced
28
Closed
24
Calls
Puts
$3.79M
Net Calls
-$3.79M
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
101
Caitong International Asset Management
Hong Kong
$23 +$27 +4 New
HNB
102
Huntington National Bank
Ohio
$6
ICM
103
Invenomic Capital Management
Massachusetts
-$2.1M -258,733 Closed
Walleye Capital
104
Walleye Capital
New York
-$1.87M -229,890 Closed
HIM
105
Herald Investment Management
United Kingdom
-$1.22M -150,000 Closed
Two Sigma Advisers
106
Two Sigma Advisers
New York
-$860K -105,903 Closed
Citadel Advisors
107
Citadel Advisors
Florida
-$804K -99,074 Closed
TCM
108
Topline Capital Management
California
-$529K -65,168 Closed
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
-$385K -47,381 Closed
AA
110
Ancora Advisors
Ohio
-$297K -36,575 Closed
ETC
111
Exchange Traded Concepts
Oklahoma
-$275K -33,886 Closed
Point72 Asset Management
112
Point72 Asset Management
Connecticut
-$242K -29,768 Closed
Corient Private Wealth
113
Corient Private Wealth
Florida
-$186K -22,884 Closed
GCM
114
Graham Capital Management
Connecticut
-$159K -19,522 Closed
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
-$133K -16,407 Closed
OAM
116
Oxford Asset Management
United Kingdom
-$113K -13,934 Closed
OQS
117
Occudo Quantitative Strategies
Florida
-$92.7K -11,420 Closed
CM
118
Caption Management
Oklahoma
-$39.3K -4,834 Closed
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
-$32.9K -4,050 Closed
KAS
120
Kestra Advisory Services
Texas
-$21.3K -2,620 Closed
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
-$9.68K -1,192 Closed
AB
122
Amalgamated Bank
New York
-$3K -360 Closed
HCA
123
Harbor Capital Advisors
Illinois
-$1K -166 Closed
FFO
124
Fortitude Family Office
Arizona
-$1.07K -132 Closed
CA
125
Clearstead Advisors
Ohio
-$17 -2 Closed