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Forrester Research
FORR

99 hedge funds and large institutions have $158M invested in Forrester Research in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 54.17% → 53.03% (-1.1%)

7% less funds holding

Funds holding: 106 → 99 (-7)

15% less capital invested

Capital invested by funds: $186M → $158M (-$28M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICM
Invenomic Capital Management
Massachusetts
+$2.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.66M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$874K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$832K
5
Federated Hermes
Federated Hermes
Pennsylvania
+$761K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.46M
2
BlackRock
BlackRock
New York
-$1.42M
3
Jane Street
Jane Street
New York
-$1.07M
4
N
Numerai
California
-$1M
5
Citadel Advisors
Citadel Advisors
Florida
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
101
Numerai
California
– -$1M -55,593 Closed
Creative Planning
102
Creative Planning
Kansas
– -$482K -26,772 Closed
HF
103
HRT Financial
New York
– -$393K -21,860 Closed
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
– -$193K -10,715 Closed
Deutsche Bank
105
Deutsche Bank
Germany
– -$156K -8,686 Closed
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
– -$52.2K -2,897 Closed
Lazard Asset Management
107
Lazard Asset Management
New York
– -$43K -2,395 Closed
PA
108
Parallel Advisors
California
– -$16K -888 Closed
QL
109
Quarry LP
New York
– -$6.21K -345 Closed
CPA
110
Capital Performance Advisors
California
– -$2.72K -151 Closed
Russell Investments Group
111
Russell Investments Group
United Kingdom
– -$2.09K -116 Closed
EWA
112
EverSource Wealth Advisors
Alabama
– -$1.8K -100 Closed
GI
113
GAMMA Investing
California
– -$1.28K -71 Closed
PWMG
114
Private Wealth Management Group
New Jersey
– -$1.1K -61 Closed
CPG
115
Cornerstone Planning Group
New Jersey
– -$570 -38 Closed
AF
116
Allworth Financial
California
– -$307 -17 Closed
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
– -$252 -14 Closed
SAM
118
Smartleaf Asset Management
Massachusetts
– -$171 -10 Closed
1 2 3 4
5

FORR Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2024, worth a combined $158M — down 15% from $186M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FORR and 13 opened new positions — a net loss of 7 holders — while 42 trimmed existing stakes and 29 added.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $2.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.46M sold.

  • 99 institutional investors held Forrester Research (FORR) as of Q4 2024, down from 106 in Q3 2024.
  • Funds reported $158M of Forrester Research stock for Q4 2024, down 15% quarter-over-quarter.
  • 13 funds opened new Forrester Research positions in Q4 2024 and 20 closed out, a net change of -7 holders.
  • The largest Forrester Research buyer in Q4 2024 was Invenomic Capital Management, an estimated $2.6M added.
  • The largest Forrester Research seller in Q4 2024 was Wellington Management Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2024.