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Forrester Research
FORR

106 hedge funds and large institutions have $186M invested in Forrester Research in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $181M → $186M (+$5.3M)

1% less funds holding

Funds holding: 107 → 106 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

1.15% less ownership

Funds ownership: 55.33% → 54.17% (-1.2%)

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.16M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.36M
3
BlackRock
BlackRock
New York
+$1.84M
4
KIM
Kestrel Investment Management
California
+$1.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.6M
2
Jane Street
Jane Street
New York
-$1.98M
3
HF
HRT Financial
New York
-$1.43M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$45.9K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$45.7K +$26.9K +1,473 +139%
Lazard Asset Management
78
Lazard Asset Management
New York
$43K +$43.7K +2,395 New
TRCT
79
Tower Research Capital (TRC)
New York
$41.5K -$292K -16,015 -87%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$32.2K +$894 +49 +3%
Legal & General Group
81
Legal & General Group
United Kingdom
$17.5K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$17.4K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$17K +$6.02K +330 +56%
PA
84
Parallel Advisors
California
$16K – – –
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$15.6K – – –
US Bancorp
86
US Bancorp
Minnesota
$8.46K +$1.04K +57 +14%
AB
87
Amalgamated Bank
New York
$7K – – –
QL
88
Quarry LP
New York
$6.21K +$6.29K +345 New
S
89
SignatureFD
Georgia
$4.09K -$1.46K -80 -26%
HCA
90
Harbor Capital Advisors
Illinois
$4K +$3.85K +211 New
CPA
91
Capital Performance Advisors
California
$2.72K +$2.75K +151 New
Osaic Holdings
92
Osaic Holdings
Arizona
$2.32K -$237 -13 -9%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.09K +$1.39K +76 +190%
LC
94
Lindbrook Capital
California
$1.91K -$1.92K -105 -50%
EWA
95
EverSource Wealth Advisors
Alabama
$1.8K – – –
GI
96
GAMMA Investing
California
$1.28K +$274 +15 +27%
PWMG
97
Private Wealth Management Group
New Jersey
$1.1K – – –
SCM
98
Sterling Capital Management
North Carolina
$684 +$693 +38 New
CPG
99
Cornerstone Planning Group
New Jersey
$570 +$693 +38 New
RIL
100
Rothschild Investment LLC
Illinois
$360 +$274 +15 +300%
1 2 3
4
5

FORR Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2024, worth a combined $186M — up 2.9% from $181M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.6M.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $186M of Forrester Research stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 14 funds opened new Forrester Research positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $3.16M added.
  • The largest Forrester Research seller in Q3 2024 was Millennium Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2024.