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Forrester Research
FORR

Overview Fund Activity

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.

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.69%
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

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$3.44M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$18.7M
3
Millennium Management
3
Millennium Management
New York
$3.57M
4
Bank of America
4
Bank of America
North Carolina
$1.74M
5
CI
5
Cambiar Investors
Colorado
$2.19M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
ICM
2
Invenomic Capital Management
Massachusetts
$1.39M
3
BlackRock
3
BlackRock
New York
$51.7M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.57M
5
UBS Group
5
UBS Group
Switzerland
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$60M 2,076,371 -2,631 -0.1%
BlackRock
2
BlackRock
New York
$51.7M 1,789,694 -67,314 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.2M 1,389,683 +7,316 +0.5%
ACH
4
ArrowMark Colorado Holdings
Colorado
$18.7M 645,435 +65,003 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.7M 613,506 -13,000 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.5M 604,461 -5,514 -0.9%
State Street
7
State Street
Massachusetts
$12.5M 434,032 -5,178 -1%
Federated Hermes
8
Federated Hermes
Pennsylvania
$7.86M 272,139 -2,184 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.49M 259,081 +16,879 +7%
Morgan Stanley
10
Morgan Stanley
New York
$4.39M 151,815 +5,951 +4%
Northern Trust
11
Northern Trust
Illinois
$4.12M 142,656 -733 -0.5%
ACM
12
American Capital Management
New York
$3.68M 127,350 -1,000 -0.8%
Millennium Management
13
Millennium Management
New York
$3.57M 123,473 +29,743 +32%
PCM
14
Portolan Capital Management
Massachusetts
$3.44M 118,958 +118,958 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.97M 102,792 -6,416 -6%
Charles Schwab
16
Charles Schwab
California
$2.68M 92,771 +6,269 +7%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$2.57M 88,918 -64,509 -42%
CI
18
Cambiar Investors
Colorado
$2.19M 75,949 +18,679 +33%
UBS Group
19
UBS Group
Switzerland
$1.88M 65,099 -56,922 -47%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.78M 61,734 -2,891 -4%
Bank of America
21
Bank of America
North Carolina
$1.74M 60,367 +28,392 +89%
M&T Bank
22
M&T Bank
New York
$1.66M 57,573 +9,656 +20%
PAM
23
Panagora Asset Management
Massachusetts
$1.64M 56,919 -1,483 -3%
Invesco
24
Invesco
Georgia
$1.49M 51,613 +964 +2%
ICM
25
Invenomic Capital Management
Massachusetts
$1.39M 48,267 -76,046 -61%
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