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Forrester Research
FORR

105 hedge funds and large institutions have $501M invested in Forrester Research in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $469M → $501M (+$31.8M)

5% more funds holding

Funds holding: 100 → 105 (+5)

0.59% less ownership

Funds ownership: 57.83% → 57.24% (-0.59%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
39
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.81M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.33M
3
JG
Jefferies Group
New York
+$1.18M
4
GCP
GSA Capital Partners
United Kingdom
+$1.14M
5
Millennium Management
Millennium Management
New York
+$962K

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$4.13M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.33M
3
BlackRock
BlackRock
New York
-$2.58M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.44M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
76
Zebra Capital Management
Connecticut
$210K -$19.5K -451 -9%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$205K -$56.9K -1,320 -23%
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$203K – – –
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$180K – – –
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$179K +$73.8K +1,712 +78%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$158K – – –
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$142K – – –
PAM
83
Panagora Asset Management
Massachusetts
$118K +$1.47K +34 +1%
EVM
84
Eaton Vance Management
Massachusetts
$100K +$91.3K +2,116 +3,527%
FMT
85
First Mercantile Trust
Tennessee
$89K -$27.6K -639 -25%
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$89K +$38.4K +890 +84%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$78K +$30.2K +700 +70%
MOACM
88
Mutual of America Capital Management
New York
$72K +$4.66K +108 +7%
Osaic Holdings
89
Osaic Holdings
Arizona
$72K +$62.8K +1,455 +1,373%
Wells Fargo
90
Wells Fargo
California
$49K -$121K -2,803 -72%
US Bancorp
91
US Bancorp
Minnesota
$47K – – –
AIP
92
Ameritas Investment Partners
Nebraska
$44K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$44K +$30.5K +708 +267%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$39K – – –
Macquarie Group
95
Macquarie Group
Australia
$24K – – –
TRCT
96
Tower Research Capital (TRC)
New York
$17K -$59K -1,367 -79%
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.77K +157 New
SWA
98
Sutton Wealth Advisors
Florida
$6.32K – – –
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$6K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$5K -$820 -19 -12%
1 2 3
4
5

FORR Hedge Fund Activity: Q2 2021 in Review

105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2021, worth a combined $501M — up 6.8% from $469M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FORR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.81M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $4.13M.

  • 105 institutional investors held Forrester Research (FORR) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $501M of Forrester Research stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Forrester Research buyer in Q2 2021 was Royce & Associates, an estimated $1.81M added.
  • The largest Forrester Research seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $4.13M sold.

Based on aggregated 13F filings for Q2 2021.