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Forrester Research
FORR

135 hedge funds and large institutions have $592M invested in Forrester Research in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 135 → 135 (0)

0.28% less ownership

Funds ownership: 55.17% → 54.89% (-0.28%)

5% less capital invested

Capital invested by funds: $621M → $592M (-$28.9M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
56
Closed
10
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
RA
Royce & Associates
New York
+$9.01M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.88M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$1.39M
5
OAM
Oberweis Asset Management
Illinois
+$1.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$5.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.22M
4
Goldman Sachs
Goldman Sachs
New York
-$2.19M
5
BlackRock
BlackRock
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
126
Covestor
United Kingdom
$5K +$162 +3 +4%
Bessemer Group
127
Bessemer Group
New Jersey
$4K -$809 -15 -16%
PFBT
128
Parkside Financial Bank & Trust
Missouri
$3K – – –
PA
129
Parallel Advisors
California
$2K -$14.6K -270 -86%
HNB
130
Huntington National Bank
Ohio
$2K – – –
QCG
131
Quadrant Capital Group
Ohio
$1K – – –
MAM
132
Meeder Asset Management
Ohio
$1K +$485 +9 New
Macquarie Group
133
Macquarie Group
Australia
$29 – – –
Jane Street
134
Jane Street
New York
– -$678K -11,551 Closed
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
– -$660K -11,232 Closed
Marshall Wace
136
Marshall Wace
United Kingdom
– -$598K -10,165 Closed
PI
137
Putnam Investments
Massachusetts
– -$527K -8,978 Closed
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
– -$294K -5,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
139
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$249K -4,247 Closed
PP
140
Paloma Partners
Connecticut
– -$242K -4,115 Closed
PHK
141
Point72 Hong Kong
Hong Kong
– -$17K -296 Closed
EVM
142
Eaton Vance Management
Massachusetts
– -$10K -175 Closed
LWCFA
143
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$9K -157 Closed
S
144
SignatureFD
Georgia
– +$270 +5 New
GRP
145
Global Retirement Partners
California
– +$323 +6 New
2 3 4 5
6

FORR Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2022, worth a combined $592M — down 4.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 56 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.01M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $5.28M.

  • 135 institutional investors held Forrester Research (FORR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $592M of Forrester Research stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2022 was Royce & Associates, an estimated $9.01M added.
  • The largest Forrester Research seller in Q1 2022 was ArrowMark Colorado Holdings, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2022.