We are live on ! Find out more
FORR icon

Forrester Research
FORR

107 hedge funds and large institutions have $181M invested in Forrester Research in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

2.45% more ownership

Funds ownership: 52.88% → 55.33% (+2.5%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 108 → 107 (-1)

18% less capital invested

Capital invested by funds: $221M → $181M (-$40.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
45
Reduced
31
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
Ballentine Partners
Massachusetts
+$4.59M
2
RA
Royce & Associates
New York
+$4.24M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.55M
4
Millennium Management
Millennium Management
New York
+$2.89M
5
Goldman Sachs
Goldman Sachs
New York
+$1.67M

Top Sellers

1
KLC
Kent Lake Capital
Nevada
-$11.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.03M
3
PCM
Portolan Capital Management
Massachusetts
-$2.4M
4
ACM
American Capital Management
New York
-$1.72M
5
AP
Advisors Preferred
Maryland
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$1.31M +$156K +8,469 +12%
CI
27
Cambiar Investors
Colorado
$1.26M – – –
GCP
28
GSA Capital Partners
United Kingdom
$1.25M +$281K +15,292 +26%
TI
29
Trexquant Investment
Connecticut
$1.13M +$764K +41,613 +171%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.09M +$548K +29,824 +88%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.01M +$60.7K +3,306 +6%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$995K +$1.07M +58,283 New
WCM
33
Wedge Capital Management
North Carolina
$984K +$211K +11,472 +25%
Federated Hermes
34
Federated Hermes
Pennsylvania
$906K -$272K -14,784 -22%
N
35
Nuveen
North Carolina
$810K +$277K +15,100 +47%
Axa
36
Axa
France
$803K +$863K +47,003 New
CCPM
37
Cooper Creek Partners Management
New York
$799K – – –
PTC
38
Petrus Trust Company
Texas
$740K +$796K +43,322 New
Walleye Capital
39
Walleye Capital
New York
$730K +$785K +42,743 New
N
40
Numerai
California
$724K +$603K +32,855 +344%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$694K +$372K +20,283 +100%
Invesco
42
Invesco
Georgia
$679K +$133K +7,221 +22%
CIC
43
Cornercap Investment Counsel
Georgia
$640K -$19.3K -1,051 -3%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$557K +$61.5K +3,348 +11%
EGM
45
Engineers Gate Manager
New York
$526K +$362K +19,738 +179%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$514K +$553K +30,093 New
TCWM
47
Total Clarity Wealth Management
Illinois
$500K +$268K +14,574 +99%
Squarepoint
48
Squarepoint
New York
$483K +$520K +28,306 New
Barclays
49
Barclays
United Kingdom
$440K -$19.3K -1,050 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$429K +$461K +25,120 New
1
2
3 4 5

FORR Hedge Fund Activity: Q2 2024 in Review

107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2024, worth a combined $181M — down 18% from $221M a quarter earlier.

Fund positioning in FORR was balanced in Q2 2024: 25 funds opened new positions, 25 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $4.59M. The largest seller was Kent Lake Capital, exiting entirely with an estimated $11.5M sold.

  • 107 institutional investors held Forrester Research (FORR) as of Q2 2024, down from 108 in Q1 2024.
  • Funds reported $181M of Forrester Research stock for Q2 2024, down 18% quarter-over-quarter.
  • 25 funds opened new Forrester Research positions in Q2 2024 and 25 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q2 2024 was Ballentine Partners, an estimated $4.59M added.
  • The largest Forrester Research seller in Q2 2024 was Kent Lake Capital, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2024.