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Forrester Research
FORR

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$3.56M +$1.46M +26,323 +77%
N
27
Nuveen
North Carolina
$3.49M -$209K -3,757 -6%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$3.18M +$751K +13,514 +33%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$3.06M +$600K +10,800 +26%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.99M +$197K +3,552 +7%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$2.88M +$1.54M +27,713 +129%
Ameriprise
32
Ameriprise
Minnesota
$2.76M +$4.72K +85 +0.2%
CCPM
33
Cooper Creek Partners Management
New York
$2.75M – – –
Two Sigma Investments
34
Two Sigma Investments
New York
$2.61M +$545K +9,804 +28%
Barclays
35
Barclays
United Kingdom
$2.32M -$35.3K -636 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.04M +$48.4K +870 +3%
OAM
37
Oberweis Asset Management
Illinois
$1.74M +$1.65M +29,700 New
PAM
38
Panagora Asset Management
Massachusetts
$1.7M +$1.34M +24,158 +504%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.68M -$325K -5,854 -17%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.68M +$968K +17,418 +156%
CSS
41
Cubist Systematic Strategies
Connecticut
$1.54M +$812K +14,612 +125%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.51M -$16.7K -300 -1%
GCP
43
GSA Capital Partners
United Kingdom
$1.48M +$186K +3,347 +15%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.47M – – –
Bank of America
45
Bank of America
North Carolina
$1.42M +$187K +3,359 +16%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M -$368K -6,628 -23%
ETC
47
Exchange Traded Concepts
Oklahoma
$1.31M +$538K +9,677 +76%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.24M +$565K +10,157 +93%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$1.13M +$755K +13,585 +239%
AAM
50
Auxier Asset Management
Oregon
$1.12M – – –
1
2
3 4 5

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.