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Forrester Research
FORR

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$537K +$32.2K +580 +7%
PI
77
Putnam Investments
Massachusetts
$527K +$499K +8,978 New
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$494K -$1.39K -25 -0.3%
TPSF
79
Texas Permanent School Fund
Texas
$473K -$9.56K -172 -2%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$470K +$79.5K +1,431 +22%
DT
81
Diversified Trust
Tennessee
$465K +$440K +7,913 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$464K +$1.5K +27 +0.3%
JF
83
Jump Financial
Illinois
$464K +$88.9K +1,600 +25%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$462K -$13.1K -235 -3%
UBS Group
85
UBS Group
Switzerland
$456K +$268K +4,815 +163%
TI
86
Trexquant Investment
Connecticut
$449K +$134K +2,411 +46%
Deutsche Bank
87
Deutsche Bank
Germany
$433K -$226K -4,066 -36%
Wells Fargo
88
Wells Fargo
California
$424K +$394K +7,086 +5,808%
CS
89
Credit Suisse
Switzerland
$423K -$20.8K -374 -5%
AIG
90
American International Group
New York
$402K -$12.2K -219 -3%
AllianceBernstein
91
AllianceBernstein
Tennessee
$377K +$28.1K +506 +9%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$351K +$33.3K +600 +11%
Osaic Holdings
93
Osaic Holdings
Arizona
$349K +$175K +3,149 +113%
AB
94
Amalgamated Bank
New York
$340K -$6.06K -109 -2%
QC
95
Quadrature Capital
United Kingdom
$339K +$320K +5,749 New
Truist Financial
96
Truist Financial
North Carolina
$322K +$305K +5,480 New
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$317K – – –
SEI Investments
98
SEI Investments
Pennsylvania
$302K +$290K +5,217 New
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$294K +$278K +5,000 New
6M
100
6 Meridian
Kansas
$283K +$500 +9 +0.2%
2 3
4
5 6

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.