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Forrester Research
FORR

106 hedge funds and large institutions have $186M invested in Forrester Research in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $181M → $186M (+$5.3M)

1% less funds holding

Funds holding: 107 → 106 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

1.15% less ownership

Funds ownership: 55.33% → 54.17% (-1.2%)

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.16M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.36M
3
BlackRock
BlackRock
New York
+$1.84M
4
KIM
Kestrel Investment Management
California
+$1.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.6M
2
Jane Street
Jane Street
New York
-$1.98M
3
HF
HRT Financial
New York
-$1.43M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.38M -$3.6M -197,578 -72%
TI
27
Trexquant Investment
Connecticut
$1.37M +$186K +10,184 +15%
CI
28
Cambiar Investors
Colorado
$1.33M +$1.53K +84 +0.1%
Bank of America
29
Bank of America
North Carolina
$1.14M -$592K -32,465 -34%
N
30
Nuveen
North Carolina
$1.13M +$278K +15,240 +32%
Jane Street
31
Jane Street
New York
$1.07M -$1.98M -108,643 -65%
N
32
Numerai
California
$1M +$241K +13,194 +31%
Federated Hermes
33
Federated Hermes
Pennsylvania
$953K -$2.41K -132 -0.2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$923K -$146K -8,003 -14%
Axa
35
Axa
France
$911K +$65.4K +3,587 +8%
AQR Capital Management
36
AQR Capital Management
Connecticut
$901K -$252K -13,835 -22%
CCPM
37
Cooper Creek Partners Management
New York
$842K – – –
SIM
38
SummerHaven Investment Management
Connecticut
$816K +$826K +45,320 New
Barclays
39
Barclays
United Kingdom
$794K +$334K +18,319 +71%
Walleye Capital
40
Walleye Capital
New York
$686K -$85.2K -4,670 -11%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$632K -$100K -5,502 -14%
AAM
42
Auxier Asset Management
Oregon
$602K +$256K +14,024 +72%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$589K +$894 +49 +0.2%
SEI Investments
44
SEI Investments
Pennsylvania
$561K +$110K +6,050 +24%
Creative Planning
45
Creative Planning
Kansas
$482K +$194K +10,651 +66%
EGM
46
Engineers Gate Manager
New York
$482K -$73.5K -4,033 -13%
AA
47
Ancora Advisors
Ohio
$453K +$458K +25,143 New
Invesco
48
Invesco
Georgia
$418K -$302K -16,536 -42%
Ameriprise
49
Ameriprise
Minnesota
$401K +$406K +22,270 New
HF
50
HRT Financial
New York
$393K -$1.43M -78,598 -78%
1
2
3 4 5

FORR Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2024, worth a combined $186M — up 2.9% from $181M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.6M.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $186M of Forrester Research stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 14 funds opened new Forrester Research positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $3.16M added.
  • The largest Forrester Research seller in Q3 2024 was Millennium Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2024.