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Forrester Research
FORR

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

16% more funds holding

Funds holding: 105 → 122 (+17)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.5M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 57.24% → 56% (-1.2%)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Morgan Stanley
Morgan Stanley
New York
+$2.96M
3
RA
Royce & Associates
New York
+$2.66M
4
BlackRock
BlackRock
New York
+$1.85M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$3.67M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.65M
5
JG
Jefferies Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
– -$95.1K -2,027 -93%
MAM
127
Meeder Asset Management
Ohio
– +$47 +1 New
2 3 4 5
6

FORR Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2021, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FORR positions and 6 closed out — a net gain of 17 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held Forrester Research (FORR) as of Q3 2021, up from 105 in Q2 2021.
  • Funds reported $528M of Forrester Research stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 23 funds opened new Forrester Research positions in Q3 2021 and 6 closed out, a net change of +17 holders.
  • The largest Forrester Research buyer in Q3 2021 was Goldman Sachs, an estimated $5.62M added.
  • The largest Forrester Research seller in Q3 2021 was William Blair Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.