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Forrester Research

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 135135 (0)

0.28% less ownership

Funds ownership: 55.17%54.89% (-0.28%)

5% less capital invested

Capital invested by funds: $621M → $592M (-$28.9M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$108M -$1.87M -34,659 -2%
RA
2
Royce & Associates
New York
$99M +$9.01M +167,042 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$72.8M +$1.65M +30,629 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$43.8M -$2.22M -41,200 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.2M +$21.3K +395 +0.1%
ACH
6
ArrowMark Colorado Holdings
Colorado
$23.5M -$5.28M -98,005 -19%
State Street
7
State Street
Massachusetts
$20.8M +$392K +7,270 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.8M +$133K +2,462 +1%
Invesco
9
Invesco
Georgia
$10.1M -$377K -6,995 -4%
ACM
10
American Capital Management
New York
$8.28M -$108K -2,000 -1%
Northern Trust
11
Northern Trust
Illinois
$7.34M -$238K -4,411 -3%
Goldman Sachs
12
Goldman Sachs
New York
$7.32M -$2.19M -40,606 -24%
GKIM
13
GW&K Investment Management
Massachusetts
$6.72M -$141K -2,615 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.85M -$44.8K -831 -0.8%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$5.79M -$43.1K -800 -0.8%
PPA
16
Parametric Portfolio Associates
Washington
$5.35M +$730K +13,531 +17%
Norges Bank
17
Norges Bank
Norway
$5.31M -$1.54M -28,500 -23%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$5.31M -$432K -8,010 -8%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$5.03M +$49.3K +914 +1%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$4.74M +$1.88M +34,956 +71%
Charles Schwab
21
Charles Schwab
California
$4.54M +$120K +2,224 +3%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.54M +$309K +5,722 +8%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$4.52M +$1.39M +25,848 +48%
Millennium Management
24
Millennium Management
New York
$4.39M +$933K +17,305 +29%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$4.27M -$272K -5,051 -6%