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Forrester Research

121 hedge funds and large institutions have $348M invested in Forrester Research in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 55.78%56.02% (+0.24%)

3% less capital invested

Capital invested by funds: $358M → $348M (-$9.55M)

6% less funds holding

Funds holding: 129121 (-8)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

32% less call options, than puts

Call options by funds: $197K | Put options by funds: $291K

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
51
Closed
19
Calls
$197K
Puts
$291K
Net Calls
-$94K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$69.5M +$7.42M +214,167 +11%
BlackRock
2
BlackRock
New York
$59.1M -$1.71M -49,300 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.7M +$188K +5,425 +0.4%
Renaissance Technologies
4
Renaissance Technologies
New York
$20.7M -$510K -14,718 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$19.8M -$337K -9,723 -2%
State Street
6
State Street
Massachusetts
$14.3M +$303K +8,737 +2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$13.6M +$5.83M +168,222 +67%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.5M +$259K +7,474 +3%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$4.96M
Northern Trust
10
Northern Trust
Illinois
$4.64M +$43.6K +1,258 +0.9%
ACM
11
American Capital Management
New York
$4.52M
ICM
12
Invenomic Capital Management
Massachusetts
$4.51M +$4.82M +139,299 New
UBS Group
13
UBS Group
Switzerland
$4.46M +$229K +6,615 +5%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$4.18M -$269K -7,781 -6%
Morgan Stanley
15
Morgan Stanley
New York
$3.75M -$212K -6,111 -5%
GKIM
16
GW&K Investment Management
Massachusetts
$3.7M -$26.9K -776 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.46M -$64K -1,848 -2%
Charles Schwab
18
Charles Schwab
California
$2.76M +$43.9K +1,268 +2%
Norges Bank
19
Norges Bank
Norway
$2.69M
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.47M +$2.22M +64,058 +522%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.42M +$1.66M +47,979 +179%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.22M -$368K -10,640 -13%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.2M -$54.1K -1,563 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$2.12M +$1.67M +48,147 +278%
CI
25
Cambiar Investors
Colorado
$2.07M -$17.5K -504 -0.8%