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Forrester Research
FORR

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 135 → 135 (0)

0.28% less ownership

Funds ownership: 55.17% → 54.89% (-0.28%)

5% less capital invested

Capital invested by funds: $621M → $592M (-$28.9M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
RA
Royce & Associates
New York
+$9.01M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.88M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.39M
5
OAM
Oberweis Asset Management
Illinois
+$1.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$5.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.22M
4
Goldman Sachs
Goldman Sachs
New York
-$2.19M
5
BlackRock
BlackRock
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.15M -$30.5K -565 -0.8%
Morgan Stanley
27
Morgan Stanley
New York
$3.06M -$833K -15,454 -22%
OAM
28
Oberweis Asset Management
Illinois
$3.04M +$1.3M +24,200 +81%
N
29
Nuveen
North Carolina
$2.88M -$446K -8,281 -13%
Ameriprise
30
Ameriprise
Minnesota
$2.73M +$75.8K +1,406 +3%
CCPM
31
Cooper Creek Partners Management
New York
$2.64M – – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.45M -$464K -8,600 -17%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.29M -$562K -10,424 -20%
PAM
34
Panagora Asset Management
Massachusetts
$2.22M +$556K +10,314 +36%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.2M +$564K +10,455 +37%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.08M -$407K -7,544 -17%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.94M -$20.2K -375 -1%
Barclays
38
Barclays
United Kingdom
$1.67M -$530K -9,823 -25%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.63M +$14.6K +270 +0.9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.54M +$119K +2,200 +9%
Bank of America
41
Bank of America
North Carolina
$1.52M +$152K +2,814 +12%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.52M +$66.2K +1,227 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$1.41M -$2.87M -53,320 -68%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$1.22M +$122K +2,270 +12%
CSS
45
Cubist Systematic Strategies
Connecticut
$1.21M -$259K -4,803 -18%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M -$101K -1,870 -8%
M&T Bank
47
M&T Bank
New York
$1.13M +$308K +5,716 +40%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$1.08M +$426K +7,910 +71%
AAM
49
Auxier Asset Management
Oregon
$1.07M – – –
AI
50
Atom Investors
Texas
$1.06M +$397K +7,362 +65%
1
2
3 4 5

FORR Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2022, worth a combined $592M — down 4.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 56 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.01M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $5.28M.

  • 135 institutional investors held Forrester Research (FORR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $592M of Forrester Research stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2022 was Royce & Associates, an estimated $9.01M added.
  • The largest Forrester Research seller in Q1 2022 was ArrowMark Colorado Holdings, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2022.