Forrester Research
FORR
116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.
35% more capital invested
Capital invested by funds: $325M → $439M (+$114M)
2.03% more ownership
Funds ownership: 54.53% → 56.56% (+2%)
0% more funds holding
Funds holding: 116 → 116 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 41
31% less call options, than puts
Call options by funds: $1.67M | Put options by funds: $2.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$8.07M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$7.39M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.18M |
| 4 |
BlackRock
New York
|
+$3.7M |
| 5 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.71M |
| 2 |
Millennium Management
New York
|
-$3.19M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.79M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$1.64M |
| 5 |
Two Sigma Investments
New York
|
-$1.35M |
FORR Hedge Fund Activity: Q4 2019 in Review
116 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2019, worth a combined $439M — up 35% from $325M a quarter earlier.
Fund positioning in FORR was balanced in Q4 2019: 15 funds opened new positions, 15 closed out, 41 added to existing stakes and 41 trimmed.
The largest buyer was Royce & Associates, adding an estimated $8.07M. The largest seller was Massachusetts Financial Services, cutting an estimated $5.71M.
- 116 institutional investors held Forrester Research (FORR) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $439M of Forrester Research stock for Q4 2019, up 35% quarter-over-quarter.
- 15 funds opened new Forrester Research positions in Q4 2019 and 15 closed out, a net change of 0 holders.
- The largest Forrester Research buyer in Q4 2019 was Royce & Associates, an estimated $8.07M added.
- The largest Forrester Research seller in Q4 2019 was Massachusetts Financial Services, an estimated $5.71M sold.
Based on aggregated 13F filings for Q4 2019.