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Forrester Research
FORR
FORR
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.
New
Increased
Maintained
Reduced
Closed
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
3% more funds holding
Funds holding: 105 → 108 (+3)
3.34% less ownership
Funds ownership: 56.22% → 52.88% (-3.3%)
22% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 36
24% less capital invested
Capital invested by funds: $290M → $221M (-$68.9M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
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
Kent Lake Capital
Reno,
Nevada
|
+$12.1M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$5.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.1M |
| 4 |
RA
Royce & Associates
New York
|
+$2.42M |
| 5 |
HF
HRT Financial
New York
|
+$2.36M |
Top Sellers
| 1 |
BlackRock
New York
|
-$21.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.84M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.1M |
| 5 |
Morgan Stanley
New York
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
126
Harbor Capital Advisors
Chicago,
Illinois
| – | -$198K | -7,371 | Closed |
|
|
SOADOR
127
State of Alaska Department of Revenue
Juneau,
Alaska
| – | -$190K | -7,102 | Closed |
|
|
IMRF
128
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| – | -$185K | -6,919 | Closed |
|
129
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$171K | -6,382 | Closed |
|
130
SG Americas Securities
New York
| – | -$117K | -4,380 | Closed |
|
|
OPERF
131
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| – | -$89.4K | -3,333 | Closed |
|
|
EC
132
EntryPoint Capital
New York
| – | -$48.2K | -1,796 | Closed |
|
133
Russell Investments Group
London,
United Kingdom
| – | -$12.1K | -450 | Closed |
|
|
FMII
134
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$214 | -8 | Closed |
|
|
PFBT
135
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$215 | -8 | Closed |
|