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Forrester Research
FORR

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

16% more funds holding

Funds holding: 105 → 122 (+17)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.5M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 57.24% → 56% (-1.2%)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.96M
3
RA
Royce & Associates
New York
+$2.66M
4
BlackRock
BlackRock
New York
+$1.85M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$3.67M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.65M
5
JG
Jefferies Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$617K +$22.1K +472 +4%
MFS
52
Mirabella Financial Services
United Kingdom
$580K +$552K +11,777 New
CSS
53
Cubist Systematic Strategies
Connecticut
$574K +$547K +11,654 New
Deutsche Bank
54
Deutsche Bank
Germany
$564K -$49.8K -1,061 -8%
MAM
55
Martingale Asset Management
Massachusetts
$562K +$535K +11,405 New
AQR Capital Management
56
AQR Capital Management
Connecticut
$551K +$524K +11,177 New
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$544K +$273K +5,825 +112%
HF
58
HRT Financial
New York
$541K +$516K +10,997 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$540K +$331K +7,046 +180%
SG Americas Securities
60
SG Americas Securities
New York
$533K +$507K +10,815 New
Comerica Bank
61
Comerica Bank
Texas
$525K -$12.2K -259 -2%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$496K – – –
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$473K +$266K +5,664 +144%
Canada Life
64
Canada Life
Manitoba, Canada
$461K – – –
Victory Capital Management
65
Victory Capital Management
Texas
$456K +$34.9K +744 +9%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$424K +$180K +3,838 +81%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$415K -$3.99K -85 -1%
TPSF
68
Texas Permanent School Fund
Texas
$405K -$2.06K -44 -0.5%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$399K +$20.3K +433 +6%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$388K -$104K -2,224 -22%
CS
71
Credit Suisse
Switzerland
$373K -$104K -2,212 -23%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$364K +$346K +7,384 New
Verition Fund Management
73
Verition Fund Management
Connecticut
$363K +$345K +7,362 New
EGM
74
Engineers Gate Manager
New York
$349K +$332K +7,084 New
AIG
75
American International Group
New York
$348K -$11.4K -244 -3%
1 2
3
4 5

FORR Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2021, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 6 closed out — a net gain of 17 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held Forrester Research (FORR) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $528M of Forrester Research stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q3 2021 and 6 closed out, a net change of +17 holders.
  • The largest Forrester Research buyer in Q3 2021 was Goldman Sachs, an estimated $5.62M added.
  • The largest Forrester Research seller in Q3 2021 was William Blair Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.