Forrester Research
FORR
100 hedge funds and large institutions have $349M invested in Forrester Research in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.
10% more capital invested
Capital invested by funds: $317M → $349M (+$32M)
0.24% more ownership
Funds ownership: 57.85% → 58.09% (+0.24%)
3% less funds holding
Funds holding: 103 → 100 (-3)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Top Buyers
| 1 |
RA
Royce & Associates
New York
|
+$8.12M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.19M |
| 3 |
BlackRock
New York
|
+$980K |
| 4 |
Millennium Management
New York
|
+$832K |
| 5 |
AAM
Auxier Asset Management
Aurora,
Oregon
|
+$444K |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$2.61M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$1.65M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.39M |
| 4 |
Goldman Sachs
New York
|
-$1.15M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$993K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Axa
Paris,
France
| – | -$386K | -13,191 | Closed |
|
102
Russell Investments Group
London,
United Kingdom
| – | -$355K | -12,182 | Closed |
|
103
Squarepoint
New York
| – | -$346K | -11,831 | Closed |
|
104
Arrowstreet Capital
Boston,
Massachusetts
| – | -$234K | -7,993 | Closed |
|
105
Simplex Trading
Chicago,
Illinois
| – | -$197K | -6,755 | Closed |
|
|
MERSOM
106
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$94K | -3,210 | Closed |
|
|
PO
107
Private Ocean
San Rafael,
California
| – | -$36K | -1,259 | Closed |
|
|
FC
108
FORA Capital
Miami,
Florida
| – | -$33K | -1,115 | Closed |
|
|
TCOV
109
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$10K | -330 | Closed |
|
|
LC
110
Lindbrook Capital
Calabasas,
California
| – | -$1K | -36 | Closed |
|
|
MAM
111
Meeder Asset Management
Dublin,
Ohio
| – | +$95 | +3 | New |
|
|
OPS
112
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$95 | +3 | New |
|
FORR Hedge Fund Activity: Q2 2020 in Review
100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2020, worth a combined $349M — up 10% from $317M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FORR and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 32 added.
The largest buyer was Royce & Associates, adding an estimated $8.12M. The largest seller was Norges Bank, cutting an estimated $2.61M.
- 100 institutional investors held Forrester Research (FORR) as of Q2 2020, down from 103 in Q1 2020.
- Funds reported $349M of Forrester Research stock for Q2 2020, up 10% quarter-over-quarter.
- 12 funds opened new Forrester Research positions in Q2 2020 and 15 closed out, a net change of -3 holders.
- The largest Forrester Research buyer in Q2 2020 was Royce & Associates, an estimated $8.12M added.
- The largest Forrester Research seller in Q2 2020 was Norges Bank, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2020.