Forrester Research
FORR
107 hedge funds and large institutions have $181M invested in Forrester Research in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 25 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
2.45% more ownership
Funds ownership: 52.88% → 55.33% (+2.5%)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
1% less funds holding
Funds holding: 108 → 107 (-1)
18% less capital invested
Capital invested by funds: $221M → $181M (-$40.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$4.59M |
| 2 |
RA
Royce & Associates
New York
|
+$4.24M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.55M |
| 4 |
Millennium Management
New York
|
+$2.89M |
| 5 |
Goldman Sachs
New York
|
+$1.67M |
Top Sellers
| 1 |
KLC
Kent Lake Capital
Reno,
Nevada
|
-$11.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.03M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$2.4M |
| 4 |
ACM
American Capital Management
New York
|
-$1.72M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| – | -$9K | -398 | Closed |
|
127
Simplex Trading
Chicago,
Illinois
| – | -$4K | -209 | Closed |
|
|
BFEC
128
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -84 | Closed |
|
|
QL
129
Quarry LP
New York
| – | -$1.36K | -63 | Closed |
|
|
MPWT
130
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$194 | -9 | Closed |
|
|
AWM
131
Avior Wealth Management
Omaha,
Nebraska
| – | -$43 | -2 | Closed |
|
|
C
132
Covestor
London,
United Kingdom
| – | +$37 | +2 | +100% |
|
FORR Hedge Fund Activity: Q2 2024 in Review
107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2024, worth a combined $181M — down 18% from $221M a quarter earlier.
Fund positioning in FORR was balanced in Q2 2024: 25 funds opened new positions, 25 closed out, 45 added to existing stakes and 31 trimmed.
The largest buyer was Ballentine Partners, opening a new position worth an estimated $4.59M. The largest seller was Kent Lake Capital, exiting entirely with an estimated $11.5M sold.
- 107 institutional investors held Forrester Research (FORR) as of Q2 2024, down from 108 in Q1 2024.
- Funds reported $181M of Forrester Research stock for Q2 2024, down 18% quarter-over-quarter.
- 25 funds opened new Forrester Research positions in Q2 2024 and 25 closed out, a net change of 0 holders.
- The largest Forrester Research buyer in Q2 2024 was Ballentine Partners, an estimated $4.59M added.
- The largest Forrester Research seller in Q2 2024 was Kent Lake Capital, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2024.