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Forrester Research
FORR

105 hedge funds and large institutions have $290M invested in Forrester Research in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 54.89% → 56.22% (+1.3%)

1% less funds holding

Funds holding: 106 → 105 (-1)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

5% less capital invested

Capital invested by funds: $305M → $290M (-$14.7M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
40
Reduced
42
Closed
9
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
+$26K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.46M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$3.11M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.26M
4
RA
Royce & Associates
New York
+$1.84M
5
BlackRock
BlackRock
New York
+$1.84M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$2.87M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.57M
3
UBS Group
UBS Group
Switzerland
-$1.35M
4
ACM
American Capital Management
New York
-$1M
5
PAM
Panagora Asset Management
Massachusetts
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
101
GAMMA Investing
California
$764 +$781 +30 New
PFBT
102
Parkside Financial Bank & Trust
Missouri
$215 -$1.88K -72 -90%
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$214 – – –
HNB
104
Huntington National Bank
Ohio
$27 – – –
Assenagon Asset Management
105
Assenagon Asset Management
Luxembourg
– -$2.57M -88,918 Closed
LAM
106
L2 Asset Management
Massachusetts
– -$838 -17,870 Closed
QC
107
Quadrature Capital
United Kingdom
– -$435K -15,043 Closed
N
108
Numerai
California
– -$387K -13,406 Closed
Los Angeles Capital Management
109
Los Angeles Capital Management
California
– -$376K -13,011 Closed
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$223K -7,707 Closed
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
– -$3.56K -123 Closed
QCG
112
Quadrant Capital Group
Ohio
– -$1.13K -39 Closed
AF
113
Allworth Financial
California
– -$174 -6 Closed
1 2 3 4
5

FORR Hedge Fund Activity: Q4 2023 in Review

105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2023, worth a combined $290M — down 4.8% from $305M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FORR and 8 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $4.46M. The largest seller was Millennium Management, cutting an estimated $2.87M.

  • 105 institutional investors held Forrester Research (FORR) as of Q4 2023, down from 106 in Q3 2023.
  • Funds reported $290M of Forrester Research stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q4 2023 and 9 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q4 2023 was Morgan Stanley, an estimated $4.46M added.
  • The largest Forrester Research seller in Q4 2023 was Millennium Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2023.