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Forrester Research

126 hedge funds and large institutions have $379M invested in Forrester Research in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

0.16% less ownership

Funds ownership: 55.62%55.46% (-0.16%)

4% less funds holding

Funds holding: 131126 (-5)

25% less capital invested

Capital invested by funds: $503M → $379M (-$124M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
55
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$68.4M +$6.3M +146,659 +8%
BlackRock
2
BlackRock
New York
$66.5M -$2.47M -57,413 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.6M +$872K +20,309 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$26.4M -$3.36M -78,249 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.4M -$12.4K -288 -0%
State Street
6
State Street
Massachusetts
$13.7M +$136K +3,173 +0.8%
ACH
7
ArrowMark Colorado Holdings
Colorado
$8.96M -$4.38M -101,954 -29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.82M +$254K +5,905 +3%
Millennium Management
9
Millennium Management
New York
$6.21M +$2.19M +50,958 +42%
Invesco
10
Invesco
Georgia
$5.99M +$853K +19,870 +14%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$5.53M -$215 -5 -0%
ACM
12
American Capital Management
New York
$5.14M
Morgan Stanley
13
Morgan Stanley
New York
$4.78M +$568K +13,229 +11%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.75M +$714K +16,621 +14%
Northern Trust
15
Northern Trust
Illinois
$4.6M +$33.8K +788 +0.6%
GKIM
16
GW&K Investment Management
Massachusetts
$4.2M -$54.9K -1,277 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.74M +$155K +3,614 +4%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$3.59M -$85.9K -2,000 -2%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$3.48M +$622K +14,477 +18%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$3.2M -$34.8K -810 -0.9%
Norges Bank
21
Norges Bank
Norway
$3M
Charles Schwab
22
Charles Schwab
California
$2.92M +$123K +2,862 +4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.79M +$1.47M +34,243 +79%
Goldman Sachs
24
Goldman Sachs
New York
$2.72M -$425K -9,888 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.58M -$115K -2,666 -4%