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Forrester Research
FORR

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 135 → 135 (0)

0.28% less ownership

Funds ownership: 55.17% → 54.89% (-0.28%)

5% less capital invested

Capital invested by funds: $621M → $592M (-$28.9M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
RA
Royce & Associates
New York
+$9.01M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.88M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.39M
5
OAM
Oberweis Asset Management
Illinois
+$1.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$5.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.22M
4
Goldman Sachs
Goldman Sachs
New York
-$2.19M
5
BlackRock
BlackRock
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
51
Seizert Capital Partners
Michigan
$1.01M – – –
SEI Investments
52
SEI Investments
Pennsylvania
$950K +$631K +11,712 +224%
CIA
53
Capital Impact Advisors
Massachusetts
$946K +$105K +1,941 +13%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$902K +$13K +241 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$822K -$57.3K -1,063 -7%
SO
56
STRS Ohio
Ohio
$818K +$10.8K +200 +1%
MAM
57
Martingale Asset Management
Massachusetts
$794K +$45.8K +850 +6%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$761K -$411K -7,631 -36%
Victory Capital Management
59
Victory Capital Management
Texas
$724K +$90.6K +1,680 +15%
GCP
60
GSA Capital Partners
United Kingdom
$668K -$722K -13,386 -53%
Prudential Financial
61
Prudential Financial
New Jersey
$666K -$5.71K -106 -0.9%
PP
62
PDT Partners
New York
$658K -$2K -37 -0.3%
ETC
63
Exchange Traded Concepts
Oklahoma
$623K -$609K -11,304 -51%
YCM
64
Yousif Capital Management
Michigan
$576K -$4.37K -81 -0.8%
Wells Fargo
65
Wells Fargo
California
$573K +$159K +2,947 +41%
UBS AM
66
UBS AM
Illinois
$570K – – –
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$568K – – –
Comerica Bank
68
Comerica Bank
Texas
$560K -$5.39K -100 -1%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$541K +$63.7K +1,182 +14%
Citigroup
70
Citigroup
New York
$540K -$10.1K -188 -2%
Canada Life
71
Canada Life
Manitoba, Canada
$538K – – –
SGI
72
Summit Global Investments
Utah
$525K +$501K +9,300 New
DT
73
Diversified Trust
Tennessee
$484K +$36.1K +669 +8%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$477K +$24.3K +450 +6%
TPSF
75
Texas Permanent School Fund
Texas
$445K -$9.11K -169 -2%
1 2
3
4 5

FORR Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2022, worth a combined $592M — down 4.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 56 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.01M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $5.28M.

  • 135 institutional investors held Forrester Research (FORR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $592M of Forrester Research stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2022 was Royce & Associates, an estimated $9.01M added.
  • The largest Forrester Research seller in Q1 2022 was ArrowMark Colorado Holdings, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2022.