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Forrester Research
FORR

129 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126 → 129 (+3)

0.32% more ownership

Funds ownership: 55.46% → 55.78% (+0.32%)

6% less capital invested

Capital invested by funds: $379M → $358M (-$21.3M)

33% less call options, than puts

Call options by funds: $215K | Put options by funds: $322K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
59
Reduced
40
Closed
9
Calls
$215K
Puts
$322K
Net Calls
-$107K
Net Calls Change
-$107K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.98M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.05M
3
State Street
State Street
Massachusetts
+$1.96M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.5M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.48M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.85M
3
OAM
Oberweis Asset Management
Illinois
-$2.09M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.69M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$310K +$28K +766 +10%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$308K -$53.4K -1,460 -15%
DT
78
Diversified Trust
Tennessee
$307K – – –
Citigroup
79
Citigroup
New York
$301K +$58.1K +1,588 +23%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$296K -$3.66K -100 -1%
AllianceBernstein
81
AllianceBernstein
Tennessee
$292K +$40.8K +1,116 +16%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$279K +$2.71K +74 +1%
TPSF
83
Texas Permanent School Fund
Texas
$270K -$18.3K -501 -6%
JF
84
Jump Financial
Illinois
$254K -$11K -300 -4%
YCM
85
Yousif Capital Management
Michigan
$253K -$71.5K -1,955 -22%
SCP
86
Seizert Capital Partners
Michigan
$247K -$232K -6,332 -48%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$244K +$249K +6,819 New
Comerica Bank
88
Comerica Bank
Texas
$242K -$67.7K -1,851 -22%
II
89
Inspire Investing
Idaho
$236K +$31.6K +865 +15%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$225K +$231K +6,304 New
AIG
91
American International Group
New York
$220K -$1.65K -45 -0.7%
AA
92
AlphaQ Advisors
Florida
$208K +$212K +5,804 New
UBS AM
93
UBS AM
Illinois
$207K – – –
AB
94
Amalgamated Bank
New York
$195K – – –
MIM
95
MetLife Investment Management
New Jersey
$192K – – –
Deutsche Bank
96
Deutsche Bank
Germany
$188K +$3.66K +100 +2%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$157K – – –
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$133K +$3.62K +99 +3%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$118K – – –
Lazard Asset Management
100
Lazard Asset Management
New York
$103K +$24.5K +669 +30%
2 3
4
5 6

FORR Hedge Fund Activity: Q4 2022 in Review

129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2022, worth a combined $358M — down 5.6% from $379M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FORR positions and 9 closed out — a net gain of 3 holders — while 59 added to existing stakes and 40 trimmed.

The largest buyer was UBS Group, adding an estimated $3.98M. The largest seller was Millennium Management, cutting an estimated $5.4M.

  • 129 institutional investors held Forrester Research (FORR) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $358M of Forrester Research stock for Q4 2022, down 5.6% quarter-over-quarter.
  • 12 funds opened new Forrester Research positions in Q4 2022 and 9 closed out, a net change of +3 holders.
  • The largest Forrester Research buyer in Q4 2022 was UBS Group, an estimated $3.98M added.
  • The largest Forrester Research seller in Q4 2022 was Millennium Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2022.