Forrester Research
FORR
116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 30
3.22% less ownership
Funds ownership: 57.75% → 54.53% (-3.2%)
9% less funds holding
Funds holding: 128 → 116 (-12)
25% less call options, than puts
Call options by funds: $1.29M | Put options by funds: $1.71M
35% less capital invested
Capital invested by funds: $500M → $325M (-$175M)
46% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 24
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$4.46M |
| 2 |
Renaissance Technologies
New York
|
+$3.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.43M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$2.59M |
| 5 |
Morgan Stanley
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$11.8M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$10.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.98M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$8.51M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
-$5.05M |
FORR Hedge Fund Activity: Q3 2019 in Review
116 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2019, worth a combined $325M — down 35% from $500M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of FORR and 13 opened new positions — a net loss of 11 holders — while 30 trimmed existing stakes and 46 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $4.46M. The largest seller was Ballentine Partners, exiting entirely with an estimated $11.8M sold.
- 116 institutional investors held Forrester Research (FORR) as of Q3 2019, down from 128 in Q2 2019.
- Funds reported $325M of Forrester Research stock for Q3 2019, down 35% quarter-over-quarter.
- 13 funds opened new Forrester Research positions in Q3 2019 and 24 closed out, a net change of -11 holders.
- The largest Forrester Research buyer in Q3 2019 was Victory Capital Management, an estimated $4.46M added.
- The largest Forrester Research seller in Q3 2019 was Ballentine Partners, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2019.