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Forrester Research
FORR

Overview Fund Activity

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$11M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$6.08M
3
BlackRock
3
BlackRock
New York
$115M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.39M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.74M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6M
3
Goldman Sachs
3
Goldman Sachs
New York
$10M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.09M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$115M 1,956,809 +71,028 +4%
RA
2
Royce & Associates
New York
$93.3M 1,588,103 -24,047 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.9M 1,258,961 +43,435 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$48M 817,724 -30,262 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.6M 624,006 -9,480 -1%
ACH
6
ArrowMark Colorado Holdings
Colorado
$30.2M 514,806 -26,838 -5%
State Street
7
State Street
Massachusetts
$21.2M 360,852 +4,652 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.1M 206,544 -329 -0.2%
Invesco
9
Invesco
Georgia
$11M 186,687 +142,594 +323%
Goldman Sachs
10
Goldman Sachs
New York
$10M 170,407 -38,730 -19%
ACM
11
American Capital Management
New York
$8.74M 148,775 – –
Northern Trust
12
Northern Trust
Illinois
$7.9M 134,584 -5,181 -4%
Norges Bank
13
Norges Bank
Norway
$7.21M 122,672 – –
GKIM
14
GW&K Investment Management
Massachusetts
$7.15M 121,661 -4,492 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.14M 104,594 -639 -0.6%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$6.08M 103,500 +103,500 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6M 102,163 -40,620 -28%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$5.18M 88,264 +9,308 +12%
PPA
19
Parametric Portfolio Associates
Washington
$4.78M 81,335 +13,900 +21%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$4.74M 80,764 +48,510 +150%
Charles Schwab
21
Charles Schwab
California
$4.6M 78,287 +793 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$4.6M 78,288 +37,135 +90%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.39M 74,781 +50,287 +205%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.36M 74,193 -1,702 -2%
Morgan Stanley
25
Morgan Stanley
New York
$4.09M 69,680 -32,483 -32%
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