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Forrester Research
FORR

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

16% more funds holding

Funds holding: 105 → 122 (+17)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.5M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 57.24% → 56% (-1.2%)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.96M
3
RA
Royce & Associates
New York
+$2.66M
4
BlackRock
BlackRock
New York
+$1.85M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$3.67M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.65M
5
JG
Jefferies Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$144K +$120K +2,559 +692%
Osaic Holdings
102
Osaic Holdings
Arizona
$137K +$57.2K +1,219 +78%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$84K – – –
MOACM
104
Mutual of America Capital Management
New York
$73K -$4.41K -94 -6%
FMT
105
First Mercantile Trust
Tennessee
$72K -$22.3K -476 -25%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$60K +$11.3K +240 +25%
US Bancorp
107
US Bancorp
Minnesota
$51K – – –
AIP
108
Ameritas Investment Partners
Nebraska
$48K – – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$42K – – –
Macquarie Group
110
Macquarie Group
Australia
$25K – – –
PA
111
Parallel Advisors
California
$15K +$14.7K +313 New
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$7K – – –
SWA
114
Sutton Wealth Advisors
Florida
$6.8K – – –
Wells Fargo
115
Wells Fargo
California
$6K -$45.1K -962 -89%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$6K +$704 +15 +11%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$3K – – –
QCG
118
Quadrant Capital Group
Ohio
$1K – – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$217 – – –
William Blair Investment Management
120
William Blair Investment Management
Illinois
– -$22.7M -495,481 Closed
JG
121
Jefferies Group
New York
– -$1.25M -27,300 Closed
ClearBridge Investments
122
ClearBridge Investments
New York
– -$823K -17,979 Closed
LCM
123
Legato Capital Management
California
– -$435K -9,507 Closed
California Public Employees Retirement System
124
California Public Employees Retirement System
California
– -$248K -5,424 Closed
ZCM
125
Zebra Capital Management
Connecticut
– -$210K -4,584 Closed
2 3 4
5
6

FORR Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2021, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 6 closed out — a net gain of 17 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held Forrester Research (FORR) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $528M of Forrester Research stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q3 2021 and 6 closed out, a net change of +17 holders.
  • The largest Forrester Research buyer in Q3 2021 was Goldman Sachs, an estimated $5.62M added.
  • The largest Forrester Research seller in Q3 2021 was William Blair Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.