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Forrester Research
FORR

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

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
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
SWA
127
Sutton Wealth Advisors
Florida
$8.28K +$167 +3 +2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$8K – – –
C
129
Covestor
United Kingdom
$5K +$4.56K +82 New
Bessemer Group
130
Bessemer Group
New Jersey
$5K +$5.17K +93 New
Lazard Asset Management
131
Lazard Asset Management
New York
$5K +$5.56K +100 New
PFBT
132
Parkside Financial Bank & Trust
Missouri
$3K – – –
HNB
133
Huntington National Bank
Ohio
$3K +$2.33K +42 +4,200%
QCG
134
Quadrant Capital Group
Ohio
$1K – – –
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$374 -$5.89K -106 -2%
Wellington Management Group
136
Wellington Management Group
Massachusetts
– -$37.5M -760,454 Closed
E
137
Ergoteles
New York
– -$804K -16,324 Closed
MFS
138
Mirabella Financial Services
United Kingdom
– -$580K -11,777 Closed
HF
139
HRT Financial
New York
– -$541K -10,997 Closed
Verition Fund Management
140
Verition Fund Management
Connecticut
– -$363K -7,362 Closed
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
– -$331K -6,721 Closed
2 3 4 5
6

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.