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Forrester Research

129 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126129 (+3)

0.32% more ownership

Funds ownership: 55.46%55.78% (+0.32%)

6% less capital invested

Capital invested by funds: $379M → $358M (-$21.3M)

33% less call options, than puts

Call options by funds: $215K | Put options by funds: $322K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
40
Closed
9
Calls
$215K
Puts
$322K
Net Calls
-$107K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$69.2M +$1.34M +36,539 +2%
BlackRock
2
BlackRock
New York
$67.1M +$1.07M +29,272 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.3M +$2.05M +55,965 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.4M -$2.85M -77,951 -11%
State Street
5
State Street
Massachusetts
$15.5M +$1.96M +53,682 +14%
ACH
6
ArrowMark Colorado Holdings
Colorado
$9.04M +$137K +3,757 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.02M +$267K +7,292 +3%
Invesco
8
Invesco
Georgia
$7.19M +$1.27M +34,777 +21%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$5.49M
Northern Trust
10
Northern Trust
Illinois
$5.08M +$524K +14,338 +11%
ACM
11
American Capital Management
New York
$5M -$110K -3,000 -2%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$4.9M +$1.48M +40,357 +42%
UBS Group
13
UBS Group
Switzerland
$4.69M +$3.98M +108,879 +490%
Morgan Stanley
14
Morgan Stanley
New York
$4.37M -$390K -10,652 -8%
GKIM
15
GW&K Investment Management
Massachusetts
$4.11M -$59.5K -1,628 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.89M +$175K +4,782 +5%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.72M -$1.01M -27,642 -21%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.57M +$399K +10,910 +12%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$3.04M -$538K -14,700 -15%
Charles Schwab
20
Charles Schwab
California
$3.01M +$112K +3,074 +4%
Norges Bank
21
Norges Bank
Norway
$2.98M
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.83M +$69.5K +1,900 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.48M -$77K -2,106 -3%
CI
24
Cambiar Investors
Colorado
$2.31M +$883K +24,155 +60%
PAM
25
Panagora Asset Management
Massachusetts
$2.09M +$3.58K +98 +0.2%