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Forrester Research

106 hedge funds and large institutions have $305M invested in Forrester Research in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 105106 (+1)

3% less capital invested

Capital invested by funds: $313M → $305M (-$8.18M)

1.13% less ownership

Funds ownership: 56.02%54.89% (-1.1%)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
50
Closed
10
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$60M -$80.9K -2,631 -0.1%
BlackRock
2
BlackRock
New York
$51.7M -$2.07M -67,314 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.2M +$225K +7,316 +0.5%
ACH
4
ArrowMark Colorado Holdings
Colorado
$18.7M +$2M +65,003 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.7M -$400K -13,000 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.5M -$170K -5,514 -0.9%
State Street
7
State Street
Massachusetts
$12.5M -$159K -5,178 -1%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.86M -$67.2K -2,184 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.49M +$519K +16,879 +7%
Morgan Stanley
10
Morgan Stanley
New York
$4.39M +$183K +5,951 +4%
Northern Trust
11
Northern Trust
Illinois
$4.12M -$22.6K -733 -0.5%
ACM
12
American Capital Management
New York
$3.68M -$30.8K -1,000 -0.8%
Millennium Management
13
Millennium Management
New York
$3.57M +$915K +29,743 +32%
PCM
14
Portolan Capital Management
Massachusetts
$3.44M +$3.66M +118,958 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.97M -$197K -6,416 -6%
Charles Schwab
16
Charles Schwab
California
$2.68M +$193K +6,269 +7%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$2.57M -$1.98M -64,509 -42%
CI
18
Cambiar Investors
Colorado
$2.19M +$575K +18,679 +33%
UBS Group
19
UBS Group
Switzerland
$1.88M -$1.75M -56,922 -47%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.78M -$88.9K -2,891 -4%
Bank of America
21
Bank of America
North Carolina
$1.74M +$874K +28,392 +89%
M&T Bank
22
M&T Bank
New York
$1.66M +$297K +9,656 +20%
PAM
23
Panagora Asset Management
Massachusetts
$1.64M -$45.6K -1,483 -3%
Invesco
24
Invesco
Georgia
$1.49M +$29.7K +964 +2%
ICM
25
Invenomic Capital Management
Massachusetts
$1.39M -$2.34M -76,046 -61%