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Forrester Research

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 54.17%53.03% (-1.1%)

7% less funds holding

Funds holding: 10699 (-7)

15% less capital invested

Capital invested by funds: $186M → $158M (-$28M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
42
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$39M +$159K +9,866 +0.4%
BlackRock
2
BlackRock
New York
$14.8M -$1.42M -87,981 -9%
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.7M -$620K -38,435 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M -$753K -46,725 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.52M -$385K -23,900 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.48M -$225K -13,946 -3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.58M +$874K +54,228 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.57M +$53.1K +3,297 +1%
State Street
9
State Street
Massachusetts
$4.05M +$87.8K +5,445 +2%
PCM
10
Portolan Capital Management
Massachusetts
$3.94M +$723K +44,874 +22%
BP
11
Ballentine Partners
Massachusetts
$3.93M -$61.9K -3,840 -2%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$2.97M +$266K +16,500 +10%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$2.84M +$832K +51,618 +40%
ICM
14
Invenomic Capital Management
Massachusetts
$2.53M +$2.6M +161,594 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$2.21M -$247K -15,300 -10%
Millennium Management
16
Millennium Management
New York
$1.89M +$707K +43,851 +57%
Northern Trust
17
Northern Trust
Illinois
$1.81M +$46.5K +2,883 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.7M +$1.66M +102,976 +1,970%
Federated Hermes
19
Federated Hermes
Pennsylvania
$1.57M +$761K +47,183 +89%
KIM
20
Kestrel Investment Management
California
$1.56M
M&T Bank
21
M&T Bank
New York
$1.56M -$4.53K -281 -0.3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.56M +$239K +14,852 +18%
Charles Schwab
23
Charles Schwab
California
$1.52M +$8.74K +542 +0.6%
Citadel Advisors
24
Citadel Advisors
Florida
$1.4M -$780K -48,414 -35%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.36M -$229K -14,188 -14%