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Forrester Research
FORR

Overview Fund Activity

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.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.08%
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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.69M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.3M
3
State Street
3
State Street
Massachusetts
$15.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.47M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$4.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$888K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.4M
3
OAM
3
Oberweis Asset Management
Illinois
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$69.2M 1,935,168 +36,539 +2%
BlackRock
2
BlackRock
New York
$67.1M 1,876,680 +29,272 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.3M 1,377,276 +55,965 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.4M 655,724 -77,951 -11%
State Street
5
State Street
Massachusetts
$15.5M 433,814 +53,682 +14%
ACH
6
ArrowMark Colorado Holdings
Colorado
$9.04M 252,716 +3,757 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.02M 224,337 +7,292 +3%
Invesco
8
Invesco
Georgia
$7.19M 201,060 +34,777 +21%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$5.49M 153,427 – –
Northern Trust
10
Northern Trust
Illinois
$5.08M 142,078 +14,338 +11%
ACM
11
American Capital Management
New York
$5M 139,800 -3,000 -2%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$4.9M 136,976 +40,357 +42%
UBS Group
13
UBS Group
Switzerland
$4.69M 131,107 +108,879 +490%
Morgan Stanley
14
Morgan Stanley
New York
$4.37M 122,153 -10,652 -8%
GKIM
15
GW&K Investment Management
Massachusetts
$4.11M 115,041 -1,628 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.89M 108,732 +4,782 +5%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.72M 104,156 -27,642 -21%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.57M 99,731 +10,910 +12%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$3.04M 85,000 -14,700 -15%
Charles Schwab
20
Charles Schwab
California
$3.01M 84,184 +3,074 +4%
Norges Bank
21
Norges Bank
Norway
$2.98M 83,200 – –
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.83M 79,264 +1,900 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.48M 69,489 -2,106 -3%
CI
24
Cambiar Investors
Colorado
$2.31M 64,543 +24,155 +60%
PAM
25
Panagora Asset Management
Massachusetts
$2.09M 58,507 +98 +0.2%
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