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Forrester Research
FORR

100 hedge funds and large institutions have $349M invested in Forrester Research in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $317M → $349M (+$32M)

0.24% more ownership

Funds ownership: 57.85% → 58.09% (+0.24%)

3% less funds holding

Funds holding: 103 → 100 (-3)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$8.12M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.19M
3
BlackRock
BlackRock
New York
+$980K
4
Millennium Management
Millennium Management
New York
+$832K
5
AAM
Auxier Asset Management
Oregon
+$444K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.61M
2
Victory Capital Management
Victory Capital Management
Texas
-$1.65M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.39M
4
Goldman Sachs
Goldman Sachs
New York
-$1.15M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$406K -$126K -3,960 -24%
CS
52
Credit Suisse
Switzerland
$398K +$86.4K +2,721 +28%
Comerica Bank
53
Comerica Bank
Texas
$356K +$26.7K +840 +8%
Deutsche Bank
54
Deutsche Bank
Germany
$342K +$51.7K +1,630 +18%
M&T Bank
55
M&T Bank
New York
$315K +$18.3K +575 +6%
SOADOR
56
State of Alaska Department of Revenue
Alaska
$314K -$635 -20 -0.2%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$299K +$296K +9,321 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$298K – – –
TPSF
59
Texas Permanent School Fund
Texas
$271K -$16K -504 -6%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$268K -$72.2K -2,275 -21%
AIG
61
American International Group
New York
$247K +$10.6K +333 +5%
DTL
62
Dynamic Technology Lab
Singapore
$225K +$223K +7,021 New
SG Americas Securities
63
SG Americas Securities
New York
$224K +$97.9K +3,084 +79%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K -$10.5K -330 -4%
Citigroup
65
Citigroup
New York
$196K +$88.4K +2,785 +84%
UBS Group
66
UBS Group
Switzerland
$190K -$40.1K -1,262 -18%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$188K – – –
MIM
68
MetLife Investment Management
New Jersey
$152K – – –
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$141K – – –
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$136K -$1.17K -37 -0.9%
OPERF
71
Oregon Public Employees Retirement Fund
Oregon
$133K – – –
MSA
72
Mason Street Advisors
Wisconsin
$129K -$117K -3,697 Closed
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$118K -$297K -9,363 -72%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$111K – – –
FMT
75
First Mercantile Trust
Tennessee
$110K +$3.81K +120 +4%
1 2
3
4 5

FORR Hedge Fund Activity: Q2 2020 in Review

100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2020, worth a combined $349M — up 10% from $317M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 32 added.

The largest buyer was Royce & Associates, adding an estimated $8.12M. The largest seller was Norges Bank, cutting an estimated $2.61M.

  • 100 institutional investors held Forrester Research (FORR) as of Q2 2020, down from 103 in Q1 2020.
  • Funds reported $349M of Forrester Research stock for Q2 2020, up 10% quarter-over-quarter.
  • 12 funds opened new Forrester Research positions in Q2 2020 and 15 closed out, a net change of -3 holders.
  • The largest Forrester Research buyer in Q2 2020 was Royce & Associates, an estimated $8.12M added.
  • The largest Forrester Research seller in Q2 2020 was Norges Bank, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.