We are live on ! Find out more
FORR icon

Forrester Research
FORR

106 hedge funds and large institutions have $305M invested in Forrester Research in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 50 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

1% more funds holding

Funds holding: 105 → 106 (+1)

3% less capital invested

Capital invested by funds: $313M → $305M (-$8.18M)

1.13% less ownership

Funds ownership: 56.02% → 54.89% (-1.1%)

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
50
Closed
10
Calls
–
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$23K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$3.66M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$2M
3
Millennium Management
Millennium Management
New York
+$915K
4
Bank of America
Bank of America
North Carolina
+$874K
5
CI
Cambiar Investors
Colorado
+$575K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.42M
2
ICM
Invenomic Capital Management
Massachusetts
-$2.34M
3
BlackRock
BlackRock
New York
-$2.07M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.98M
5
UBS Group
UBS Group
Switzerland
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
101
Parkside Financial Bank & Trust
Missouri
$2.31K +$2.09K +68 +567%
QCG
102
Quadrant Capital Group
Ohio
$1.13K – – –
LAM
103
L2 Asset Management
Massachusetts
$838 +$550K +17,870 New
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$231 – – –
AF
105
Allworth Financial
California
$174 -$154 -5 -45%
HNB
106
Huntington National Bank
Ohio
$29 – – –
Norges Bank
107
Norges Bank
Norway
– -$2.42M -83,200 Closed
Jane Street
108
Jane Street
New York
– -$326K -11,198 Closed
II
109
Inspire Investing
Idaho
– -$314K -10,779 Closed
SEI Investments
110
SEI Investments
Pennsylvania
– -$240K -8,256 Closed
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
– -$225K -7,742 Closed
DA
112
Denali Advisors
California
– -$143K -4,900 Closed
KBC Group
113
KBC Group
Belgium
– -$28K -947 Closed
QT
114
Quantbot Technologies
New York
– -$18K -618 Closed
PA
115
Parallel Advisors
California
– -$92 -3 Closed
C
116
Covestor
United Kingdom
– -$62 -2 -50%
1 2 3 4
5

FORR Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2023, worth a combined $305M — down 2.6% from $313M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 50 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $3.66M. The largest seller was Norges Bank, exiting entirely with an estimated $2.42M sold.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $305M of Forrester Research stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q3 2023 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q3 2023 was Portolan Capital Management, an estimated $3.66M added.
  • The largest Forrester Research seller in Q3 2023 was Norges Bank, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.