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Forrester Research
FORR
FORR
129 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 126 → 129 (+3)
0.32% more ownership
Funds ownership: 55.46% → 55.78% (+0.32%)
6% less capital invested
Capital invested by funds: $379M → $358M (-$21.3M)
33% less call options, than puts
Call options by funds: $215K | Put options by funds: $322K
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
59
Reduced
40
Closed
9
Calls
$215K
Puts
$322K
Net Calls
-$107K
Net Calls Change
-$107K
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.98M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.05M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.96M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.5M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.48M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$5.4M |
| 2 |
Renaissance Technologies
New York
|
-$2.85M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$2.09M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.69M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
126
Lindbrook Capital
Calabasas,
California
| $572 | -$366 | -10 | -38% |
|
|
FMII
127
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $286 | – | – | – |
|
|
OAM
128
Oberweis Asset Management
Lisle,
Illinois
| – | -$2.09M | -58,000 | Closed |
|
|
129
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.69M | -46,889 | Closed |
|
130
Squarepoint
New York
| – | -$405K | -11,258 | Closed |
|
|
TI
131
Trexquant Investment
Stamford,
Connecticut
| – | -$380K | -10,561 | Closed |
|
|
CIM
132
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$144K | -4,008 | Closed |
|
|
MOACM
133
Mutual of America Capital Management
New York
| – | -$80K | -2,227 | Closed |
|
134
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$61K | -1,700 | Closed |
|
|
PHK
135
Point72 Hong Kong
Hong Kong
| – | -$13K | -369 | Closed |
|
|
MAM
136
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -26 | Closed |
|
|
C
137
Covestor
London,
United Kingdom
| – | +$37 | +1 | +33% |
|