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Forrester Research
FORR

Overview Fund Activity

105 hedge funds and large institutions have $313M invested in Forrester Research in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 28 closing their positions.

Holders
105
Holders Change
-16
Holders Change %
-13.22%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
40
Closed
28
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$83K

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$7.98M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$16.9M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
WCM
4
Wedge Capital Management
North Carolina
$1.42M
5
2C
5
272 Capital
Texas
$885K

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
GKIM
2
GW&K Investment Management
Massachusetts
$0
3
RA
3
Royce & Associates
New York
$60.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$60.5M 2,079,002 -70,333 -3%
BlackRock
2
BlackRock
New York
$54M 1,857,008 +29,628 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.2M 1,382,367 -334 -0%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.2M 626,506 -14,500 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.7M 609,975 -2,206 -0.4%
ACH
6
ArrowMark Colorado Holdings
Colorado
$16.9M 580,432 +159,494 +38%
State Street
7
State Street
Massachusetts
$12.8M 439,210 -3,341 -0.8%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.98M 274,323 +197,984 +259%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.05M 242,202 +10,391 +4%
Assenagon Asset Management
10
Assenagon Asset Management
Luxembourg
$4.46M 153,427 – –
Morgan Stanley
11
Morgan Stanley
New York
$4.24M 145,864 +29,822 +26%
Northern Trust
12
Northern Trust
Illinois
$4.17M 143,389 +53 +0%
ACM
13
American Capital Management
New York
$3.73M 128,350 -11,450 -8%
ICM
14
Invenomic Capital Management
Massachusetts
$3.62M 124,313 -14,986 -11%
UBS Group
15
UBS Group
Switzerland
$3.55M 122,021 -15,701 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.18M 109,208 +2,324 +2%
Millennium Management
17
Millennium Management
New York
$2.73M 93,730 +60,475 +182%
Charles Schwab
18
Charles Schwab
California
$2.52M 86,502 +1,050 +1%
Norges Bank
19
Norges Bank
Norway
$2.42M 83,200 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.37M 81,346 +6,635 +9%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.88M 64,625 -3,301 -5%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.72M 59,003 +3,000 +5%
PAM
23
Panagora Asset Management
Massachusetts
$1.7M 58,402 -439 -0.7%
CI
24
Cambiar Investors
Colorado
$1.67M 57,270 -6,769 -11%
Invesco
25
Invesco
Georgia
$1.47M 50,649 +4,445 +10%
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