Forrester Research
FORR
103 hedge funds and large institutions have $316M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 21 closing their positions.
28% more capital inflows, than outflows
Capital inflows: $41.3M | Capital outflows: $32.3M
1.01% more ownership
Funds ownership: 56.56% → 57.57% (+1%)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
11% less funds holding
Funds holding: 116 → 103 (-13)
62% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 21
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royce & Associates
New York
|
+$18.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$9.2M |
| 3 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.48M |
| 4 |
Goldman Sachs
New York
|
+$2.38M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.01M |
| 2 |
BlackRock
New York
|
-$2.79M |
| 3 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
-$2.03M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.79M |
| 5 |
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.55M |
FORR Hedge Fund Activity: Q1 2020 in Review
103 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2020, worth a combined $316M — down 28% from $439M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FORR and 8 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 35 added.
The largest buyer was Royce & Associates, adding an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $3.01M.
- 103 institutional investors held Forrester Research (FORR) as of Q1 2020, down from 116 in Q4 2019.
- Funds reported $316M of Forrester Research stock for Q1 2020, down 28% quarter-over-quarter.
- 8 funds opened new Forrester Research positions in Q1 2020 and 21 closed out, a net change of -13 holders.
- The largest Forrester Research buyer in Q1 2020 was Royce & Associates, an estimated $18.9M added.
- The largest Forrester Research seller in Q1 2020 was Morgan Stanley, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2020.