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Forrester Research
FORR

100 hedge funds and large institutions have $349M invested in Forrester Research in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $317M → $349M (+$32M)

0.24% more ownership

Funds ownership: 57.85% → 58.09% (+0.24%)

3% less funds holding

Funds holding: 103 → 100 (-3)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$8.12M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.19M
3
BlackRock
BlackRock
New York
+$980K
4
Millennium Management
Millennium Management
New York
+$832K
5
AAM
Auxier Asset Management
Oregon
+$444K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.61M
2
Victory Capital Management
Victory Capital Management
Texas
-$1.65M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.39M
4
Goldman Sachs
Goldman Sachs
New York
-$1.15M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$81K +$80.2K +2,527 New
PAM
77
Panagora Asset Management
Massachusetts
$77K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$64K -$44.4K -1,400 -41%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$61K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$51K +$30.8K +971 +160%
US Bancorp
81
US Bancorp
Minnesota
$33K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$31K – – –
CAN
83
Cetera Advisor Networks
California
$31K +$30.5K +960 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$28K -$115K -3,627 -81%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$27K – – –
Macquarie Group
86
Macquarie Group
Australia
$24K -$7.62K -240 -24%
MOACM
87
Mutual of America Capital Management
New York
$17K +$1.78K +56 +12%
KPW
88
Kore Private Wealth
New York
$12K +$4.09K +129 +52%
LIA
89
LS Investment Advisors
Michigan
$9K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$6K -$13.7K -431 -66%
SWA
91
Sutton Wealth Advisors
Florida
$4.42K – – –
Osaic Holdings
92
Osaic Holdings
Arizona
$4K +$4.44K +140 New
VCM
93
Versant Capital Management
Arizona
$3K +$1.81K +57 +88%
GT
94
Glenmede Trust
Pennsylvania
$3K +$2.79K +88 +463%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1K -$381 -12 -29%
FHA
96
Flagship Harbor Advisors
Massachusetts
$1K +$1.59K +50 New
First Trust Advisors
97
First Trust Advisors
Illinois
– -$1.39M -47,382 Closed
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
– -$993K -33,968 Closed
SIM
99
Spark Investment Management
New York
– -$609K -20,858 Closed
WG
100
Winton Group
United Kingdom
– -$436K -14,905 Closed
1 2 3
4
5

FORR Hedge Fund Activity: Q2 2020 in Review

100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2020, worth a combined $349M — up 10% from $317M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 32 added.

The largest buyer was Royce & Associates, adding an estimated $8.12M. The largest seller was Norges Bank, cutting an estimated $2.61M.

  • 100 institutional investors held Forrester Research (FORR) as of Q2 2020, down from 103 in Q1 2020.
  • Funds reported $349M of Forrester Research stock for Q2 2020, up 10% quarter-over-quarter.
  • 12 funds opened new Forrester Research positions in Q2 2020 and 15 closed out, a net change of -3 holders.
  • The largest Forrester Research buyer in Q2 2020 was Royce & Associates, an estimated $8.12M added.
  • The largest Forrester Research seller in Q2 2020 was Norges Bank, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.