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Forrester Research
FORR

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

16% more funds holding

Funds holding: 105 → 122 (+17)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.5M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 57.24% → 56% (-1.2%)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.96M
3
RA
Royce & Associates
New York
+$2.66M
4
BlackRock
BlackRock
New York
+$1.85M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$3.67M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.65M
5
JG
Jefferies Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.17M -$78K -1,662 -4%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.04M +$1.71M +36,400 +742%
Citadel Advisors
28
Citadel Advisors
Florida
$2.03M +$1.08M +22,999 +127%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$2M +$458K +9,766 +32%
Barclays
30
Barclays
United Kingdom
$1.97M +$700K +14,919 +59%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.71M +$1.62M +34,612 New
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$1.7M +$1.62M +34,458 New
Millennium Management
33
Millennium Management
New York
$1.69M +$329K +7,012 +26%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.67M +$115K +2,462 +8%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$1.59M +$1.08M +22,939 +246%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.44M -$4.93K -105 -0.4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.28M -$186K -3,958 -13%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.23M – – –
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.21M +$191K +4,069 +20%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.2M +$1.14M +24,386 New
GCP
41
GSA Capital Partners
United Kingdom
$1.08M -$493K -10,513 -32%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$1.06M +$916K +19,532 +1,001%
Bank of America
43
Bank of America
North Carolina
$1.02M +$38.3K +817 +4%
AAM
44
Auxier Asset Management
Oregon
$938K – – –
SCP
45
Seizert Capital Partners
Michigan
$879K -$40.9K -871 -5%
E
46
Ergoteles
New York
$804K -$159K -3,385 -17%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$785K +$71.6K +1,526 +11%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$759K -$12.1K -257 -2%
M&T Bank
49
M&T Bank
New York
$705K – – –
ETC
50
Exchange Traded Concepts
Oklahoma
$625K +$595K +12,678 New
1
2
3 4 5

FORR Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2021, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 6 closed out — a net gain of 17 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held Forrester Research (FORR) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $528M of Forrester Research stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q3 2021 and 6 closed out, a net change of +17 holders.
  • The largest Forrester Research buyer in Q3 2021 was Goldman Sachs, an estimated $5.62M added.
  • The largest Forrester Research seller in Q3 2021 was William Blair Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.