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Forrester Research
FORR

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$278K – – –
VOYA Investment Management
102
VOYA Investment Management
Georgia
$272K -$18.8K -338 -7%
MSRPS
103
Maryland State Retirement & Pension System
Maryland
$259K +$5.61K +101 +2%
WG
104
Winton Group
United Kingdom
$259K +$245K +4,406 New
II
105
Inspire Investing
Idaho
$250K -$22.2K -400 -9%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$249K -$174K -3,137 -42%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$249K -$11.1K -200 -5%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$242K – – –
PP
109
Paloma Partners
Connecticut
$242K +$229K +4,115 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$182K – – –
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$160K -$41.1K -740 -21%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$129K +$54.5K +980 +81%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$105K +$100K +1,800 New
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$100K – – –
MOACM
115
Mutual of America Capital Management
New York
$89K +$2.11K +38 +3%
US Bancorp
116
US Bancorp
Minnesota
$60K – – –
AIP
117
Ameritas Investment Partners
Nebraska
$57K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$52K -$114K -2,047 -70%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$50K – – –
SOW
120
State of Wyoming
Wyoming
$33K +$30.8K +555 New
Macquarie Group
121
Macquarie Group
Australia
$30K – – –
PA
122
Parallel Advisors
California
$18K – – –
PHK
123
Point72 Hong Kong
Hong Kong
$17K +$16.5K +296 New
EVM
124
Eaton Vance Management
Massachusetts
$10K +$1.45K +26 +17%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$9K -$945 -17 -11%
2 3 4
5
6

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.