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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.01% less ownership

Funds ownership: 56.02%56.02% (-0.01%)

10% less capital invested

Capital invested by funds: $348M → $313M (-$35.3M)

13% less funds holding

Funds holding: 121105 (-16)

57% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
105
Holders Change
-16
Holders Change %
-13.22%
% of All Funds
1.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$60.5M -$2.09M -70,333 -3%
BlackRock
2
BlackRock
New York
$54M +$881K +29,628 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.2M -$9.93K -334 -0%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.2M -$431K -14,500 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.7M -$65.6K -2,206 -0.4%
ACH
6
ArrowMark Colorado Holdings
Colorado
$16.9M +$4.74M +159,494 +38%
State Street
7
State Street
Massachusetts
$12.8M -$99.4K -3,341 -0.8%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.98M +$5.89M +197,984 +259%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.05M +$309K +10,391 +4%
Assenagon Asset Management
10
Assenagon Asset Management
Luxembourg
$4.46M
Morgan Stanley
11
Morgan Stanley
New York
$4.24M +$887K +29,822 +26%
Northern Trust
12
Northern Trust
Illinois
$4.17M +$1.58K +53 +0%
ACM
13
American Capital Management
New York
$3.73M -$341K -11,450 -8%
ICM
14
Invenomic Capital Management
Massachusetts
$3.62M -$446K -14,986 -11%
UBS Group
15
UBS Group
Switzerland
$3.55M -$467K -15,701 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.18M +$69.1K +2,324 +2%
Millennium Management
17
Millennium Management
New York
$2.73M +$1.8M +60,475 +182%
Charles Schwab
18
Charles Schwab
California
$2.52M +$31.2K +1,050 +1%
Norges Bank
19
Norges Bank
Norway
$2.42M
JP Morgan Chase
20
JP Morgan Chase
New York
$2.37M +$197K +6,635 +9%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.88M -$98.2K -3,301 -5%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.72M +$89.2K +3,000 +5%
PAM
23
Panagora Asset Management
Massachusetts
$1.7M -$13.1K -439 -0.7%
CI
24
Cambiar Investors
Colorado
$1.67M -$201K -6,769 -11%
Invesco
25
Invesco
Georgia
$1.47M +$132K +4,445 +10%