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Forrester Research
FORR

Overview Fund Activity

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.

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.18%
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
–

Top Buyers

1
RA
1
Royce & Associates
New York
$68.4M
2
Millennium Management
2
Millennium Management
New York
$6.21M
3
CI
3
Cambiar Investors
Colorado
$1.45M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$2.79M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$1.04M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$8.97M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$26.4M
4
BlackRock
4
BlackRock
New York
$66.5M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$68.4M 1,898,629 +146,659 +8%
BlackRock
2
BlackRock
New York
$66.5M 1,847,408 -57,413 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.6M 1,321,311 +20,309 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$26.4M 733,675 -78,249 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.4M 622,615 -288 -0%
State Street
6
State Street
Massachusetts
$13.7M 380,132 +3,173 +0.8%
ACH
7
ArrowMark Colorado Holdings
Colorado
$8.97M 248,959 -101,954 -29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.82M 217,045 +5,905 +3%
Millennium Management
9
Millennium Management
New York
$6.21M 172,444 +50,958 +42%
Invesco
10
Invesco
Georgia
$5.99M 166,283 +19,870 +14%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$5.53M 153,427 -5 -0%
ACM
12
American Capital Management
New York
$5.14M 142,800 – –
Morgan Stanley
13
Morgan Stanley
New York
$4.78M 132,805 +13,229 +11%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.75M 131,798 +16,621 +14%
Northern Trust
15
Northern Trust
Illinois
$4.6M 127,740 +788 +0.6%
GKIM
16
GW&K Investment Management
Massachusetts
$4.2M 116,669 -1,277 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.74M 103,950 +3,614 +4%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$3.59M 99,700 -2,000 -2%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$3.48M 96,619 +14,477 +18%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$3.2M 88,821 -810 -0.9%
Norges Bank
21
Norges Bank
Norway
$3M 83,200 – –
Charles Schwab
22
Charles Schwab
California
$2.92M 81,110 +2,862 +4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.79M 77,364 +34,243 +79%
Goldman Sachs
24
Goldman Sachs
New York
$2.72M 75,519 -9,888 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.58M 71,595 -2,666 -4%
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