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Forrester Research
FORR

106 hedge funds and large institutions have $305M invested in Forrester Research in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 105 → 106 (+1)

3% less capital invested

Capital invested by funds: $313M → $305M (-$8.18M)

1.13% less ownership

Funds ownership: 56.02% → 54.89% (-1.1%)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
50
Closed
10
Calls
–
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$23K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$3.66M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$2M
3
Millennium Management
Millennium Management
New York
+$915K
4
Bank of America
Bank of America
North Carolina
+$874K
5
CI
Cambiar Investors
Colorado
+$575K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.42M
2
ICM
Invenomic Capital Management
Massachusetts
-$2.34M
3
BlackRock
BlackRock
New York
-$2.07M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.98M
5
UBS Group
UBS Group
Switzerland
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$156K +$166K +5,410 New
MIM
77
MetLife Investment Management
New Jersey
$155K – – –
AB
78
Amalgamated Bank
New York
$151K – – –
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$135K -$554 -18 -0.4%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$127K – – –
Citigroup
81
Citigroup
New York
$124K -$175K -5,692 -57%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$110K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$109K +$106K +3,446 +1,094%
SG Americas Securities
84
SG Americas Securities
New York
$105K +$112K +3,627 New
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$102K – – –
OPERF
86
Oregon Public Employees Retirement Fund
Oregon
$99.2K -$3.08K -100 -3%
Victory Capital Management
87
Victory Capital Management
Texas
$99K – – –
Wells Fargo
88
Wells Fargo
California
$70.3K -$98.2K -3,192 -57%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$50K -$6K -195 -10%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$33.9K +$15.7K +509 +77%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$29.5K -$62 -2 -0.2%
AIP
92
Ameritas Investment Partners
Nebraska
$27.9K – – –
US Bancorp
93
US Bancorp
Minnesota
$27.3K – – –
Simplex Trading
94
Simplex Trading
Illinois
$25K +$18.6K +605 +232%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$24.5K – – –
Osaic Holdings
96
Osaic Holdings
Arizona
$23.1K +$2.62K +85 +12%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$20.2K – – –
Russell Investments Group
98
Russell Investments Group
United Kingdom
$10.3K -$1.32K -43 -11%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$3.56K +$3.78K +123 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
1 2 3
4
5

FORR Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2023, worth a combined $305M — down 2.6% from $313M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 50 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $3.66M. The largest seller was Norges Bank, exiting entirely with an estimated $2.42M sold.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $305M of Forrester Research stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q3 2023 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q3 2023 was Portolan Capital Management, an estimated $3.66M added.
  • The largest Forrester Research seller in Q3 2023 was Norges Bank, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.