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Forrester Research
FORR

Overview Fund Activity

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.

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

1
Goldman Sachs
1
Goldman Sachs
New York
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.03M
3
RA
3
Royce & Associates
New York
$79.4M
4
BlackRock
4
BlackRock
New York
$92.9M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.04M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$37.5M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$26.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.03M
5
JG
5
Jefferies Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$144K 2,929 +2,559 +692%
Osaic Holdings
102
Osaic Holdings
Arizona
$137K 2,780 +1,219 +78%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$84K 1,700 – –
MOACM
104
Mutual of America Capital Management
New York
$73K 1,482 -94 -6%
FMT
105
First Mercantile Trust
Tennessee
$72K 1,458 -476 -25%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$60K 1,213 +240 +25%
US Bancorp
107
US Bancorp
Minnesota
$51K 1,025 – –
AIP
108
Ameritas Investment Partners
Nebraska
$48K 966 – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$42K 848 – –
Macquarie Group
110
Macquarie Group
Australia
$25K 516 – –
PA
111
Parallel Advisors
California
$15K 313 +313 New
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K 157 – –
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$7K 134 – –
SWA
114
Sutton Wealth Advisors
Florida
$6.8K 138 – –
Wells Fargo
115
Wells Fargo
California
$6K 122 -962 -89%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$6K 149 +15 +11%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$3K 57 – –
QCG
118
Quadrant Capital Group
Ohio
$1K 13 – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$217 4,400 – –
William Blair Investment Management
120
William Blair Investment Management
Illinois
– – -495,481 Closed
JG
121
Jefferies Group
New York
– – -27,300 Closed
ClearBridge Investments
122
ClearBridge Investments
New York
– – -17,979 Closed
LCM
123
Legato Capital Management
California
– – -9,507 Closed
California Public Employees Retirement System
124
California Public Employees Retirement System
California
– – -5,424 Closed
ZCM
125
Zebra Capital Management
Connecticut
– – -4,584 Closed
2 3 4
5
6