We are live on ! Find out more
FORR icon

Forrester Research

107 hedge funds and large institutions have $181M invested in Forrester Research in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

2.45% more ownership

Funds ownership: 52.88%55.33% (+2.5%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 108107 (-1)

18% less capital invested

Capital invested by funds: $221M → $181M (-$40.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
45
Reduced
31
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$87.2K -$11.6K -630 -11%
ACM
77
Aquatic Capital Management
Illinois
$80.3K +$86.3K +4,700 New
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$80.3K -$67.8K -3,694 -44%
EC
79
EntryPoint Capital
New York
$58K +$62.3K +3,394 New
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$52.5K
QCG
81
Quadrant Capital Group
Ohio
$47.6K +$15.9K +865 +45%
Victory Capital Management
82
Victory Capital Management
Texas
$43.5K +$1.73K +94 +4%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$42.8K -$395K -21,517 -90%
QT
84
Quantbot Technologies
New York
$31.2K -$157K -8,541 -82%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$29.7K -$48.9K -2,661 -60%
PD
86
Point72 (DIFC)
United Arab Emirates
$29.3K +$12.1K +658 +62%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$18.1K +$11.1K +602 +131%
Legal & General Group
88
Legal & General Group
United Kingdom
$16.6K -$264K -14,359 -94%
AIP
89
Ameritas Investment Partners
Nebraska
$16.5K
PA
90
Parallel Advisors
California
$15.2K +$16.3K +888 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$14.8K -$196K -10,695 -93%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$10K +$331 +18 +3%
US Bancorp
93
US Bancorp
Minnesota
$7.05K -$11.6K -630 -60%
AB
94
Amalgamated Bank
New York
$7K
S
95
SignatureFD
Georgia
$5.24K +$5.64K +307 New
LC
96
Lindbrook Capital
California
$3.6K +$3.88K +211 New
Osaic Holdings
97
Osaic Holdings
Arizona
$2.42K +$2.48K +135 +1,929%
EWA
98
EverSource Wealth Advisors
Alabama
$2.02K +$1.84K +100 New
PWMG
99
Private Wealth Management Group
New Jersey
$1.04K -$239 -13 -18%
GI
100
GAMMA Investing
California
$956 -$5.18K -282 -83%

FORR Hedge Fund Activity: Q2 2024 in Review

107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2024, worth a combined $181M — down 18% from $221M a quarter earlier.

Fund positioning in FORR was balanced in Q2 2024: 25 funds opened new positions, 25 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $4.59M. The largest seller was Kent Lake Capital, exiting entirely with an estimated $11.5M sold.

  • 107 institutional investors held Forrester Research (FORR) as of Q2 2024, down from 108 in Q1 2024.
  • Funds reported $181M of Forrester Research stock for Q2 2024, down 18% quarter-over-quarter.
  • 25 funds opened new Forrester Research positions in Q2 2024 and 25 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q2 2024 was Ballentine Partners, an estimated $4.59M added.
  • The largest Forrester Research seller in Q2 2024 was Kent Lake Capital, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2024.