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Forrester Research

131 hedge funds and large institutions have $503M invested in Forrester Research in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.72% more ownership

Funds ownership: 54.89%55.62% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 135131 (-4)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

15% less capital invested

Capital invested by funds: $592M → $503M (-$88.8M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
46
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.1M -$898K -17,329 -0.9%
RA
2
Royce & Associates
New York
$83.8M -$165K -3,175 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.2M +$591K +11,412 +0.9%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.8M +$1.83M +35,400 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.8M -$77.6K -1,498 -0.2%
State Street
6
State Street
Massachusetts
$18M +$458K +8,837 +2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$16.8M -$3.41M -65,888 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.1M +$111K +2,134 +1%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$7.34M +$4.03M +77,719 +103%
Invesco
10
Invesco
Georgia
$7M -$1.72M -33,279 -19%
ACM
11
American Capital Management
New York
$6.83M -$206K -3,975 -3%
Northern Trust
12
Northern Trust
Illinois
$6.07M -$167K -3,221 -2%
Millennium Management
13
Millennium Management
New York
$5.81M +$2.26M +43,596 +56%
Morgan Stanley
14
Morgan Stanley
New York
$5.72M +$3.39M +65,350 +121%
GKIM
15
GW&K Investment Management
Massachusetts
$5.64M -$57K -1,100 -0.9%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$5.62M +$6.09M +117,520 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$5.51M +$1.61M +31,024 +37%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$4.87M -$51.8K -1,000 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.8M -$178K -3,427 -3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$4.29M +$23.5K +453 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
$4.09M -$2.3M -44,394 -34%
Norges Bank
22
Norges Bank
Norway
$3.98M -$568K -10,972 -12%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$3.93M +$108K +2,094 +3%
Charles Schwab
24
Charles Schwab
California
$3.74M -$117K -2,263 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.55M +$32.8K +633 +0.9%