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Forrester Research
FORR

Overview Fund Activity

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.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.94%
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

Top Buyers

1
RA
1
Royce & Associates
New York
$69.5M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$13.6M
3
ICM
3
Invenomic Capital Management
Massachusetts
$4.51M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.49M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$879K
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.47M
5
BlackRock
5
BlackRock
New York
$59.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$69.5M 2,149,335 +214,167 +11%
BlackRock
2
BlackRock
New York
$59.1M 1,827,380 -49,300 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.7M 1,382,701 +5,425 +0.4%
Renaissance Technologies
4
Renaissance Technologies
New York
$20.7M 641,006 -14,718 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$19.8M 612,181 -9,723 -2%
State Street
6
State Street
Massachusetts
$14.3M 442,551 +8,737 +2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$13.6M 420,938 +168,222 +67%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.5M 231,811 +7,474 +3%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$4.96M 153,427 – –
Northern Trust
10
Northern Trust
Illinois
$4.64M 143,336 +1,258 +0.9%
ACM
11
American Capital Management
New York
$4.52M 139,800 – –
ICM
12
Invenomic Capital Management
Massachusetts
$4.51M 139,299 +139,299 New
UBS Group
13
UBS Group
Switzerland
$4.46M 137,722 +6,615 +5%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$4.18M 129,195 -7,781 -6%
Morgan Stanley
15
Morgan Stanley
New York
$3.75M 116,042 -6,111 -5%
GKIM
16
GW&K Investment Management
Massachusetts
$3.7M 114,265 -776 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.46M 106,884 -1,848 -2%
Charles Schwab
18
Charles Schwab
California
$2.76M 85,452 +1,268 +2%
Norges Bank
19
Norges Bank
Norway
$2.69M 83,200 – –
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.47M 76,339 +64,058 +522%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.42M 74,711 +47,979 +179%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.22M 68,624 -10,640 -13%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.2M 67,926 -1,563 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$2.12M 65,436 +48,147 +278%
CI
25
Cambiar Investors
Colorado
$2.07M 64,039 -504 -0.8%
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