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Forrester Research

105 hedge funds and large institutions have $290M invested in Forrester Research in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 54.89%56.22% (+1.3%)

1% less funds holding

Funds holding: 106105 (-1)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

5% less capital invested

Capital invested by funds: $305M → $290M (-$14.7M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
42
Closed
9
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$57.6M +$1.84M +70,646 +3%
BlackRock
2
BlackRock
New York
$49.9M +$1.84M +70,513 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.3M +$43.6K +1,672 +0.1%
ACH
4
ArrowMark Colorado Holdings
Colorado
$20.5M +$3.11M +119,449 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.4M +$152K +5,841 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$16M -$458K -17,600 -3%
State Street
7
State Street
Massachusetts
$12.3M +$620K +23,810 +5%
Morgan Stanley
8
Morgan Stanley
New York
$8.66M +$4.46M +171,319 +113%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.24M +$282K +10,807 +4%
Federated Hermes
10
Federated Hermes
Pennsylvania
$6.66M -$613K -23,546 -9%
PCM
11
Portolan Capital Management
Massachusetts
$3.99M +$774K +29,730 +25%
Northern Trust
12
Northern Trust
Illinois
$3.96M +$132K +5,063 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.78M +$21.5K +824 +0.8%
Charles Schwab
14
Charles Schwab
California
$2.48M -$5.55K -213 -0.2%
ACM
15
American Capital Management
New York
$2.38M -$1M -38,395 -30%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.33M +$2.26M +86,800 New
CI
17
Cambiar Investors
Colorado
$2.04M
M&T Bank
18
M&T Bank
New York
$1.84M +$284K +10,909 +19%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.61M -$43.7K -1,677 -3%
2C
20
272 Capital
Texas
$1.5M +$727K +27,900 +100%
Invesco
21
Invesco
Georgia
$1.38M -$3.57K -137 -0.3%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.26M +$129K +4,963 +12%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.25M +$135K +5,200 +12%
CCPM
24
Cooper Creek Partners Management
New York
$1.25M
Bank of America
25
Bank of America
North Carolina
$1.22M -$391K -15,020 -25%