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Forrester Research
FORR

106 hedge funds and large institutions have $186M invested in Forrester Research in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $181M → $186M (+$5.3M)

1% less funds holding

Funds holding: 107 → 106 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

1.15% less ownership

Funds ownership: 55.33% → 54.17% (-1.2%)

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.16M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.36M
3
BlackRock
BlackRock
New York
+$1.84M
4
KIM
Kestrel Investment Management
California
+$1.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.6M
2
Jane Street
Jane Street
New York
-$1.98M
3
HF
HRT Financial
New York
-$1.43M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$307 -$292 -16 -48%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$252 +$255 +14 New
SAM
103
Smartleaf Asset Management
Massachusetts
$171 – – –
HNB
104
Huntington National Bank
Ohio
$18 – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$18 +$18 +1 New
WCM
106
Wedge Capital Management
North Carolina
– -$984K -57,632 Closed
CIC
107
Cornercap Investment Counsel
Georgia
– -$640K -37,467 Closed
TCWM
108
Total Clarity Wealth Management
Illinois
– -$500K -29,299 Closed
Marshall Wace
109
Marshall Wace
United Kingdom
– -$400K -23,445 Closed
NRD
110
Nebula Research & Development
New York
– -$321K -18,803 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
– -$311K -18,202 Closed
JF
112
Jump Financial
Illinois
– -$284K -16,608 Closed
Comerica Bank
113
Comerica Bank
Texas
– -$255K -14,911 Closed
OQS
114
Occudo Quantitative Strategies
Florida
– -$254K -14,863 Closed
WG
115
Watchman Group
Texas
– -$248K -14,538 Closed
YIH
116
Y-Intercept (HK)
Hong Kong
– -$179K -10,451 Closed
EC
117
EntryPoint Capital
New York
– -$58K -3,394 Closed
QT
118
Quantbot Technologies
New York
– -$31.2K -1,824 Closed
PD
119
Point72 (DIFC)
United Arab Emirates
– -$29.3K -1,713 Closed
IC
120
Innealta Capital
Texas
– -$85 -5 Closed
1 2 3 4
5

FORR Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2024, worth a combined $186M — up 2.9% from $181M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.6M.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $186M of Forrester Research stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 14 funds opened new Forrester Research positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $3.16M added.
  • The largest Forrester Research seller in Q3 2024 was Millennium Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2024.