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Forrester Research

94 hedge funds and large institutions have $87.7M invested in Forrester Research in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.05% less ownership

Funds ownership: 53.03%49.98% (-3%)

5% less funds holding

Funds holding: 9994 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

44% less capital invested

Capital invested by funds: $158M → $87.7M (-$70.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
33
Closed
20
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$16.9M -$8.31M -653,455 -26%
BlackRock
2
BlackRock
New York
$8.09M -$899K -70,689 -7%
ACH
3
ArrowMark Colorado Holdings
Colorado
$6.62M -$382K -29,996 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.94M -$32.8K -2,581 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.73M +$436K +34,266 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.41M -$35.4K -2,782 -0.6%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$3.07M -$304K -23,887 -7%
ICM
8
Invenomic Capital Management
Massachusetts
$2.98M +$2.04M +160,569 +99%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.8M +$142K +11,193 +4%
PCM
10
Portolan Capital Management
Massachusetts
$2.59M +$364K +28,641 +11%
State Street
11
State Street
Massachusetts
$2.32M -$100K -7,860 -3%
Federated Hermes
12
Federated Hermes
Pennsylvania
$2.31M +$1.91M +150,265 +150%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$1.99M +$435K +34,155 +19%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$1.73M -$29.3K -2,300 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.54M +$745K +58,568 +54%
HIM
16
Herald Investment Management
United Kingdom
$1.39M +$1.91M +150,000 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.13M -$240K -18,900 -13%
Northern Trust
18
Northern Trust
Illinois
$1.03M -$50.4K -3,958 -3%
Morgan Stanley
19
Morgan Stanley
New York
$986K +$316K +24,837 +30%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$948K +$39.4K +3,096 +3%
KIM
21
Kestrel Investment Management
California
$922K
Charles Schwab
22
Charles Schwab
California
$817K -$108K -8,451 -9%
Two Sigma Investments
23
Two Sigma Investments
New York
$736K -$94K -7,385 -8%
Goldman Sachs
24
Goldman Sachs
New York
$685K -$85.9K -6,755 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$563K -$361K -28,353 -32%