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Forrester Research
FORR

Overview Fund Activity

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$11M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$6.08M
3
BlackRock
3
BlackRock
New York
$115M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.39M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.74M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6M
3
Goldman Sachs
3
Goldman Sachs
New York
$10M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.09M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K 157 – –
SWA
127
Sutton Wealth Advisors
Florida
$8.28K 141 +3 +2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$8K 134 – –
C
129
Covestor
United Kingdom
$5K 82 +82 New
Bessemer Group
130
Bessemer Group
New Jersey
$5K 93 +93 New
Lazard Asset Management
131
Lazard Asset Management
New York
$5K 100 +100 New
PFBT
132
Parkside Financial Bank & Trust
Missouri
$3K 57 – –
HNB
133
Huntington National Bank
Ohio
$3K 43 +42 +4,200%
QCG
134
Quadrant Capital Group
Ohio
$1K 13 – –
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$374 6,370 -106 -2%
Wellington Management Group
136
Wellington Management Group
Massachusetts
– – -760,454 Closed
E
137
Ergoteles
New York
– – -16,324 Closed
MFS
138
Mirabella Financial Services
United Kingdom
– – -11,777 Closed
HF
139
HRT Financial
New York
– – -10,997 Closed
Verition Fund Management
140
Verition Fund Management
Connecticut
– – -7,362 Closed
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
– – -6,721 Closed
MAM
142
Meeder Asset Management
Ohio
– – -1 Closed
CFGS
143
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
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