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Forrester Research
FORR

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

16% more funds holding

Funds holding: 105 → 122 (+17)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.5M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 57.24% → 56% (-1.2%)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.96M
3
RA
Royce & Associates
New York
+$2.66M
4
BlackRock
BlackRock
New York
+$1.85M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$3.67M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.65M
5
JG
Jefferies Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
PDT Partners
New York
$340K +$324K +6,900 New
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$331K -$10.4K -221 -3%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$324K +$97.9K +2,086 +47%
Citigroup
79
Citigroup
New York
$322K -$115K -2,443 -27%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K -$31.7K -676 -9%
JF
81
Jump Financial
Illinois
$311K +$296K +6,300 New
Squarepoint
82
Squarepoint
New York
$305K -$141K -2,999 -33%
AllianceBernstein
83
AllianceBernstein
Tennessee
$291K -$52.5K -1,120 -16%
AB
84
Amalgamated Bank
New York
$291K -$5.49K -117 -2%
UBS AM
85
UBS AM
Illinois
$285K – – –
Los Angeles Capital Management
86
Los Angeles Capital Management
California
$281K +$267K +5,696 New
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$266K +$18.8K +400 +8%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$265K – – –
TI
89
Trexquant Investment
Connecticut
$258K +$246K +5,234 New
VOYA Investment Management
90
VOYA Investment Management
Georgia
$245K +$13.9K +296 +6%
6M
91
6 Meridian
Kansas
$237K +$225K +4,803 New
PAM
92
Panagora Asset Management
Massachusetts
$236K +$104K +2,216 +86%
MIM
93
MetLife Investment Management
New Jersey
$233K – – –
II
94
Inspire Investing
Idaho
$230K +$219K +4,660 New
MSRPS
95
Maryland State Retirement & Pension System
Maryland
$220K +$202K +4,308 New
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$219K – – –
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$170K – – –
APP
98
Alpha Paradigm Partners
Illinois
$159K +$152K +3,231 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$153K – – –
UBS Group
100
UBS Group
Switzerland
$146K -$236K -5,034 -63%
2 3
4
5 6

FORR Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2021, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 6 closed out — a net gain of 17 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held Forrester Research (FORR) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $528M of Forrester Research stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q3 2021 and 6 closed out, a net change of +17 holders.
  • The largest Forrester Research buyer in Q3 2021 was Goldman Sachs, an estimated $5.62M added.
  • The largest Forrester Research seller in Q3 2021 was William Blair Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.