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Forrester Research

129 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126129 (+3)

0.32% more ownership

Funds ownership: 55.46%55.78% (+0.32%)

6% less capital invested

Capital invested by funds: $379M → $358M (-$21.3M)

33% less call options, than puts

Call options by funds: $215K | Put options by funds: $322K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
40
Closed
9
Calls
$215K
Puts
$322K
Net Calls
-$107K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Impact Advisors
Massachusetts
$618K +$232K +6,340 +58%
Victory Capital Management
52
Victory Capital Management
Texas
$600K +$221K +6,040 +56%
CS
53
Credit Suisse
Switzerland
$560K +$280K +7,663 +96%
MAM
54
Martingale Asset Management
Massachusetts
$558K
Bank of America
55
Bank of America
North Carolina
$550K -$104K -2,850 -16%
Teacher Retirement System of Texas
56
Teacher Retirement System of Texas
Texas
$547K -$52.5K -1,436 -9%
Man Group
57
Man Group
United Kingdom
$529K -$16.5K -451 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$515K +$6.91K +189 +1%
PI
59
PEAK6 Investments
Illinois
$504K +$516K +14,107 New
Canada Life
60
Canada Life
Manitoba, Canada
$499K +$83.6K +2,287 +20%
Barclays
61
Barclays
United Kingdom
$495K -$157K -4,284 -24%
SGI
62
Summit Global Investments
Utah
$486K +$3.66K +100 +0.7%
EGM
63
Engineers Gate Manager
New York
$477K +$62.2K +1,700 +15%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$474K +$484K +13,245 New
Allianz Asset Management
65
Allianz Asset Management
Germany
$465K -$581K -15,882 -55%
DCM
66
Dupont Capital Management
Delaware
$458K +$468K +12,809 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$444K +$61.7K +1,688 +16%
Federated Hermes
68
Federated Hermes
Pennsylvania
$439K +$449K +12,281 New
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$430K +$66.8K +1,827 +18%
WG
70
Winton Group
United Kingdom
$429K -$41.5K -1,134 -9%
Prudential Financial
71
Prudential Financial
New Jersey
$408K -$183 -5 -0%
SO
72
STRS Ohio
Ohio
$386K -$124K -3,400 -24%
Lido Advisors
73
Lido Advisors
California
$372K +$40.4K +1,104 +12%
NYLIM
74
New York Life Investment Management
New York
$359K +$41.3K +1,130 +13%
VI
75
Vestcor Inc
New Brunswick, Canada
$313K +$264K +7,232 +475%

FORR Hedge Fund Activity: Q4 2022 in Review

129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2022, worth a combined $358M — down 5.6% from $379M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FORR positions and 9 closed out — a net gain of 3 holders — while 59 added to existing stakes and 40 trimmed.

The largest buyer was UBS Group, adding an estimated $3.98M. The largest seller was Millennium Management, cutting an estimated $5.4M.

  • 129 institutional investors held Forrester Research (FORR) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $358M of Forrester Research stock for Q4 2022, down 5.6% quarter-over-quarter.
  • 12 funds opened new Forrester Research positions in Q4 2022 and 9 closed out, a net change of +3 holders.
  • The largest Forrester Research buyer in Q4 2022 was UBS Group, an estimated $3.98M added.
  • The largest Forrester Research seller in Q4 2022 was Millennium Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2022.