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Forrester Research
FORR

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 54.17% → 53.03% (-1.1%)

7% less funds holding

Funds holding: 106 → 99 (-7)

15% less capital invested

Capital invested by funds: $186M → $158M (-$28M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICM
Invenomic Capital Management
Massachusetts
+$2.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.66M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$874K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$832K
5
Federated Hermes
Federated Hermes
Pennsylvania
+$761K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.46M
2
BlackRock
BlackRock
New York
-$1.42M
3
Jane Street
Jane Street
New York
-$1.07M
4
N
Numerai
California
-$1M
5
Citadel Advisors
Citadel Advisors
Florida
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Petrus Trust Company
Texas
$250K +$13K +805 +5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$235K -$2.37K -147 -1%
Walleye Capital
53
Walleye Capital
New York
$230K -$377K -23,417 -62%
Marshall Wace
54
Marshall Wace
United Kingdom
$226K +$233K +14,432 New
TCWM
55
Total Clarity Wealth Management
Illinois
$209K +$215K +13,325 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$205K +$12.9K +802 +7%
Squarepoint
57
Squarepoint
New York
$203K +$39K +2,418 +23%
CSS
58
Cubist Systematic Strategies
Connecticut
$194K -$103K -6,408 -34%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$188K -$143K -8,900 -43%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$173K -$10.5K -649 -6%
Citigroup
61
Citigroup
New York
$154K +$5.61K +348 +4%
A
62
AlphaQuest
New York
$153K -$88.2K -5,474 -36%
SG Americas Securities
63
SG Americas Securities
New York
$111K +$114K +7,095 New
Wells Fargo
64
Wells Fargo
California
$108K +$24.1K +1,497 +28%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$104K +$1.64K +102 +2%
MIM
66
MetLife Investment Management
New Jersey
$93.8K -$1.27K -79 -1%
CF
67
Corebridge Financial
Texas
$91.3K -$7.08K -439 -7%
PAS
68
Point72 Asia (Singapore)
Singapore
$91.3K -$57.3K -3,556 -38%
ACM
69
Aquatic Capital Management
Illinois
$87.2K +$34.9K +2,163 +64%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$73.6K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$54.1K +$18.6K +1,153 +50%
PFSRSONJ
72
Police & Firemen's Retirement System of New Jersey
New Jersey
$51K +$52.4K +3,253 New
Victory Capital Management
73
Victory Capital Management
Texas
$39.9K – – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$32K -$68.7K -4,261 -68%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$27K -$1.03K -64 -4%
1 2
3
4 5

FORR Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2024, worth a combined $158M — down 15% from $186M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FORR and 13 opened new positions — a net loss of 7 holders — while 42 trimmed existing stakes and 29 added.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $2.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.46M sold.

  • 99 institutional investors held Forrester Research (FORR) as of Q4 2024, down from 106 in Q3 2024.
  • Funds reported $158M of Forrester Research stock for Q4 2024, down 15% quarter-over-quarter.
  • 13 funds opened new Forrester Research positions in Q4 2024 and 20 closed out, a net change of -7 holders.
  • The largest Forrester Research buyer in Q4 2024 was Invenomic Capital Management, an estimated $2.6M added.
  • The largest Forrester Research seller in Q4 2024 was Wellington Management Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2024.