Forrester Research
FORR
105 hedge funds and large institutions have $501M invested in Forrester Research in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $469M → $501M (+$31.8M)
5% more funds holding
Funds holding: 100 → 105 (+5)
0.59% less ownership
Funds ownership: 57.83% → 57.24% (-0.59%)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.81M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.33M |
| 3 |
JG
Jefferies Group
New York
|
+$1.18M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.14M |
| 5 |
Millennium Management
New York
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$4.13M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$3.33M |
| 3 |
BlackRock
New York
|
-$2.58M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.44M |
| 5 |
Renaissance Technologies
New York
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
101
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $3K | +$129 | +3 | +6% |
|
|
QCG
102
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
AIG
103
American International Group
New York
| $335 | -$2.03K | -47 | -0.6% |
|
104
Nisa Investment Advisors
St. Louis,
Missouri
| $202 | – | – | – |
|
|
BC
105
BIT Capital
Berlin,
Germany
| – | -$535K | -12,600 | Closed |
|
106
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$119K | -2,867 | Closed |
|
107
SG Americas Securities
New York
| – | -$120K | -2,821 | Closed |
|
|
VCM
108
Versant Capital Management
Phoenix,
Arizona
| – | -$3K | -65 | Closed |
|
FORR Hedge Fund Activity: Q2 2021 in Review
105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2021, worth a combined $501M — up 6.8% from $469M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FORR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 39 trimmed.
The largest buyer was Royce & Associates, adding an estimated $1.81M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $4.13M.
- 105 institutional investors held Forrester Research (FORR) as of Q2 2021, up from 100 in Q1 2021.
- Funds reported $501M of Forrester Research stock for Q2 2021, up 6.8% quarter-over-quarter.
- 9 funds opened new Forrester Research positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest Forrester Research buyer in Q2 2021 was Royce & Associates, an estimated $1.81M added.
- The largest Forrester Research seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $4.13M sold.
Based on aggregated 13F filings for Q2 2021.