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Forrester Research
FORR

100 hedge funds and large institutions have $349M invested in Forrester Research in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $317M → $349M (+$32M)

0.24% more ownership

Funds ownership: 57.85% → 58.09% (+0.24%)

3% less funds holding

Funds holding: 103 → 100 (-3)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$8.12M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.19M
3
BlackRock
BlackRock
New York
+$980K
4
Millennium Management
Millennium Management
New York
+$832K
5
AAM
Auxier Asset Management
Oregon
+$444K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.61M
2
Victory Capital Management
Victory Capital Management
Texas
-$1.65M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.39M
4
Goldman Sachs
Goldman Sachs
New York
-$1.15M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.47M -$376K -11,852 -20%
Man Group
27
Man Group
United Kingdom
$1.36M -$276K -8,700 -17%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.01M +$67.4K +2,123 +7%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$991K -$117K -3,681 -11%
Morgan Stanley
30
Morgan Stanley
New York
$907K +$48.7K +1,535 +6%
Millennium Management
31
Millennium Management
New York
$840K +$832K +26,218 New
Swiss National Bank
32
Swiss National Bank
Switzerland
$819K +$124K +3,900 +18%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$771K +$314K +9,900 +70%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$761K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$721K +$261K +8,222 +58%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$675K -$211K -6,656 -24%
Invesco
37
Invesco
Georgia
$662K -$67.2K -2,117 -9%
BC
38
BIT Capital
Germany
$567K +$562K +17,700 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$533K – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$528K -$66.7K -2,100 -11%
Bank of America
41
Bank of America
North Carolina
$492K -$162K -5,112 -25%
Canada Life
42
Canada Life
Manitoba, Canada
$453K +$39.5K +1,246 +10%
Barclays
43
Barclays
United Kingdom
$452K +$88.7K +2,796 +25%
AAM
44
Auxier Asset Management
Oregon
$449K +$444K +14,000 New
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$435K +$1.49K +47 +0.3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$433K +$62.5K +1,970 +17%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$421K -$4.44K -140 -1%
TI
48
Trexquant Investment
Connecticut
$420K -$43.3K -1,363 -9%
AA
49
ALPS Advisors
Colorado
$413K +$409K +12,890 New
Wells Fargo
50
Wells Fargo
California
$409K -$710K -22,362 -64%
1
2
3 4 5

FORR Hedge Fund Activity: Q2 2020 in Review

100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2020, worth a combined $349M — up 10% from $317M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 32 added.

The largest buyer was Royce & Associates, adding an estimated $8.12M. The largest seller was Norges Bank, cutting an estimated $2.61M.

  • 100 institutional investors held Forrester Research (FORR) as of Q2 2020, down from 103 in Q1 2020.
  • Funds reported $349M of Forrester Research stock for Q2 2020, up 10% quarter-over-quarter.
  • 12 funds opened new Forrester Research positions in Q2 2020 and 15 closed out, a net change of -3 holders.
  • The largest Forrester Research buyer in Q2 2020 was Royce & Associates, an estimated $8.12M added.
  • The largest Forrester Research seller in Q2 2020 was Norges Bank, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.