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Forrester Research
FORR

Overview Fund Activity

104 hedge funds and large institutions have $463M invested in Forrester Research in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$53.5M
2
BlackRock
2
BlackRock
New York
$77.6M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$20.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.46M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$29.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$52.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$664K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OPERF
76
Oregon Public Employees Retirement Fund
Oregon
$182K 4,343 +181 +4%
MSA
77
Mason Street Advisors
Wisconsin
– – -4,111 Closed
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$170K 4,046 +358 +10%
TRCT
79
Tower Research Capital (TRC)
New York
$164K 3,905 -8,109 -67%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$145K 3,459 – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$128K 2,963 +1,756 +145%
FMT
82
First Mercantile Trust
Tennessee
$122K 2,904 -130 -4%
PAM
83
Panagora Asset Management
Massachusetts
$107K 2,547 +154 +6%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$96.5K 2,303 -440 -16%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$80K 1,900 – –
MOACM
86
Mutual of America Capital Management
New York
$58K 1,374 +46 +3%
PWM
87
Perigon Wealth Management
California
$53K 1,259 +1,259 New
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$44K 1,062 – –
US Bancorp
89
US Bancorp
Minnesota
$43K 1,025 – –
AIP
90
Ameritas Investment Partners
Nebraska
$40K 966 – –
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$36K 848 – –
Macquarie Group
92
Macquarie Group
Australia
$32K 760 – –
VCG
93
Vantage Consulting Group
Virginia
$16K 378 +378 New
LWCFA
94
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K 157 +157 New
SWA
95
Sutton Wealth Advisors
Florida
$5.78K 138 – –
VCM
96
Versant Capital Management
Arizona
$5K 122 – –
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$5K 112 +112 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$4K 125 -60 -32%
PFBT
99
Parkside Financial Bank & Trust
Missouri
$2K 54 +43 +391%
Osaic Holdings
100
Osaic Holdings
Arizona
$2K 48 +48 New
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