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Forrester Research
FORR

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 135 → 135 (0)

0.28% less ownership

Funds ownership: 55.17% → 54.89% (-0.28%)

5% less capital invested

Capital invested by funds: $621M → $592M (-$28.9M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
RA
Royce & Associates
New York
+$9.01M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.88M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.39M
5
OAM
Oberweis Asset Management
Illinois
+$1.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$5.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.22M
4
Goldman Sachs
Goldman Sachs
New York
-$2.19M
5
BlackRock
BlackRock
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$248K – – –
II
102
Inspire Investing
Idaho
$237K -$3.56K -66 -2%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$234K -$5.39K -100 -2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$220K -$284K -5,276 -58%
H6H
105
Hightower 6M Holding
Kansas
$219K +$209K +3,878 New
UBS Group
106
UBS Group
Switzerland
$204K -$224K -4,146 -53%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$200K +$190K +3,518 New
APP
108
Alpha Paradigm Partners
Illinois
$195K -$323K -6,000 -63%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$175K – – –
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$96K – – –
MOACM
111
Mutual of America Capital Management
New York
$90K +$4.37K +81 +5%
SOW
112
State of Wyoming
Wyoming
$82K +$48.7K +903 +163%
US Bancorp
113
US Bancorp
Minnesota
$58K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$55K – – –
Lazard Asset Management
115
Lazard Asset Management
New York
$53K +$45.6K +846 +846%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$50K -$70K -1,299 -59%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$48K – – –
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$39.4K -$109K -2,021 -74%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$26K +$18.1K +335 +250%
Osaic Holdings
120
Osaic Holdings
Arizona
$22K -$299K -5,547 -94%
EI
121
Ellevest Inc
New York
$21K +$19.7K +366 New
TRCT
122
Tower Research Capital (TRC)
New York
$9K -$38.5K -714 -81%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$9K +$755 +14 +11%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$9K +$8.46K +157 New
SWA
125
Sutton Wealth Advisors
Florida
$8.07K +$108 +2 +1%
2 3 4
5
6

FORR Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2022, worth a combined $592M — down 4.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 56 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.01M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $5.28M.

  • 135 institutional investors held Forrester Research (FORR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $592M of Forrester Research stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2022 was Royce & Associates, an estimated $9.01M added.
  • The largest Forrester Research seller in Q1 2022 was ArrowMark Colorado Holdings, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2022.