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Forrester Research

108 hedge funds and large institutions have $221M invested in Forrester Research in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

3% more funds holding

Funds holding: 105108 (+3)

3.34% less ownership

Funds ownership: 56.22%52.88% (-3.3%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

24% less capital invested

Capital invested by funds: $290M → $221M (-$68.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
28
Reduced
36
Closed
28
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$48.6M +$2.42M +106,484 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M -$9.84M -433,706 -31%
BlackRock
3
BlackRock
New York
$19.8M -$21.4M -942,154 -51%
ACH
4
ArrowMark Colorado Holdings
Colorado
$15.4M -$1.14M -50,063 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$12M -$866K -38,200 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.8M -$1.48M -65,193 -11%
KLC
7
Kent Lake Capital
Nevada
$11.5M +$12.1M +532,152 New
PCM
8
Portolan Capital Management
Massachusetts
$8.53M +$5.6M +246,950 +166%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.02M +$216K +9,521 +4%
State Street
10
State Street
Massachusetts
$5.97M -$4.1M -180,807 -39%
Morgan Stanley
11
Morgan Stanley
New York
$3.92M -$3.2M -141,241 -44%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$3.68M +$1.91M +84,100 +97%
Citadel Advisors
13
Citadel Advisors
Florida
$3.39M +$3.1M +136,846 +670%
Northern Trust
14
Northern Trust
Illinois
$2.93M -$272K -12,000 -8%
Millennium Management
15
Millennium Management
New York
$2.52M +$2.35M +103,525 +772%
HF
16
HRT Financial
New York
$2.25M +$2.36M +104,215 New
Jane Street
17
Jane Street
New York
$2.17M +$2.28M +100,568 New
Charles Schwab
18
Charles Schwab
California
$2.03M +$33.3K +1,466 +2%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.82M +$848K +37,377 +79%
ACM
20
American Capital Management
New York
$1.72M -$204K -9,000 -10%
Bank of America
21
Bank of America
North Carolina
$1.67M +$728K +32,090 +71%
CI
22
Cambiar Investors
Colorado
$1.59M -$45.2K -1,994 -3%
M&T Bank
23
M&T Bank
New York
$1.48M +$771 +34 +0%
Federated Hermes
24
Federated Hermes
Pennsylvania
$1.46M -$4.1M -180,761 -73%
AP
25
Advisors Preferred
Maryland
$1.43M +$1.55M +68,552 New