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Forrester Research
FORR

Overview Fund Activity

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.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.54%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.66M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$20.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.33M
4
RA
4
Royce & Associates
New York
$57.6M
5
BlackRock
5
BlackRock
New York
$49.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$359K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
UBS Group
3
UBS Group
Switzerland
$351K
4
ACM
4
American Capital Management
New York
$2.38M
5
PAM
5
Panagora Asset Management
Massachusetts
$890K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$57.6M 2,147,017 +70,646 +3%
BlackRock
2
BlackRock
New York
$49.9M 1,860,207 +70,513 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.3M 1,391,355 +1,672 +0.1%
ACH
4
ArrowMark Colorado Holdings
Colorado
$20.5M 764,884 +119,449 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.4M 610,302 +5,841 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$16M 595,906 -17,600 -3%
State Street
7
State Street
Massachusetts
$12.3M 457,842 +23,810 +5%
Morgan Stanley
8
Morgan Stanley
New York
$8.66M 323,134 +171,319 +113%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.24M 269,888 +10,807 +4%
Federated Hermes
10
Federated Hermes
Pennsylvania
$6.66M 248,593 -23,546 -9%
PCM
11
Portolan Capital Management
Massachusetts
$3.99M 148,688 +29,730 +25%
Northern Trust
12
Northern Trust
Illinois
$3.96M 147,719 +5,063 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.78M 103,616 +824 +0.8%
Charles Schwab
14
Charles Schwab
California
$2.48M 92,558 -213 -0.2%
ACM
15
American Capital Management
New York
$2.38M 88,955 -38,395 -30%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.33M 86,800 +86,800 New
CI
17
Cambiar Investors
Colorado
$2.04M 75,949 – –
M&T Bank
18
M&T Bank
New York
$1.84M 68,482 +10,909 +19%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.61M 60,057 -1,677 -3%
2C
20
272 Capital
Texas
$1.5M 55,916 +27,900 +100%
Invesco
21
Invesco
Georgia
$1.38M 51,476 -137 -0.3%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.26M 47,106 +4,963 +12%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.25M 46,803 +5,200 +12%
CCPM
24
Cooper Creek Partners Management
New York
$1.25M 46,779 – –
Bank of America
25
Bank of America
North Carolina
$1.22M 45,347 -15,020 -25%
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