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Forrester Research
FORR

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
51
Seizert Capital Partners
Michigan
$1.05M – – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$925K -$11.2K -202 -1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$918K +$12.9K +232 +2%
Squarepoint
54
Squarepoint
New York
$872K +$481K +8,647 +139%
CIA
55
Capital Impact Advisors
Massachusetts
$871K +$824K +14,826 New
M&T Bank
56
M&T Bank
New York
$842K – – –
SO
57
STRS Ohio
Ohio
$839K +$795K +14,300 New
MAM
58
Martingale Asset Management
Massachusetts
$776K +$100K +1,800 +16%
Prudential Financial
59
Prudential Financial
New Jersey
$699K -$34.3K -617 -5%
PP
60
PDT Partners
New York
$687K +$267K +4,804 +70%
Jane Street
61
Jane Street
New York
$678K +$642K +11,551 New
AI
62
Atom Investors
Texas
$667K +$631K +11,358 New
Victory Capital Management
63
Victory Capital Management
Texas
$663K +$114K +2,044 +22%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$660K +$10.5K +189 +2%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$656K +$88.3K +1,589 +17%
SG Americas Securities
66
SG Americas Securities
New York
$628K -$6.56K -118 -1%
YCM
67
Yousif Capital Management
Michigan
$604K +$572K +10,286 New
Marshall Wace
68
Marshall Wace
United Kingdom
$598K -$790K -14,221 -58%
UBS AM
69
UBS AM
Illinois
$593K +$240K +4,324 +75%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$591K – – –
EGM
71
Engineers Gate Manager
New York
$584K +$159K +2,864 +40%
Citigroup
72
Citigroup
New York
$573K +$179K +3,218 +49%
APP
73
Alpha Paradigm Partners
Illinois
$555K +$346K +6,224 +193%
Canada Life
74
Canada Life
Manitoba, Canada
$543K – – –
Comerica Bank
75
Comerica Bank
Texas
$539K -$23.6K -424 -4%
1 2
3
4 5

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.