Forrester Research
FORR
100 hedge funds and large institutions have $470M invested in Forrester Research in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 12 closing their positions.
1% more capital invested
Capital invested by funds: $463M → $470M (+$6.37M)
0.47% less ownership
Funds ownership: 58.3% → 57.83% (-0.47%)
4% less funds holding
Funds holding: 104 → 100 (-4)
20% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 41
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$10.2M |
| 2 |
BlackRock
New York
|
+$2.4M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$1.29M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.82M |
| 2 |
Man Group
London,
United Kingdom
|
-$2.36M |
| 3 |
Renaissance Technologies
New York
|
-$2.12M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.47M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.05M |
FORR Hedge Fund Activity: Q1 2021 in Review
100 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2021, worth a combined $470M — up 1.4% from $463M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FORR and 8 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 33 added.
The largest buyer was Royce & Associates, adding an estimated $10.2M. The largest seller was Wellington Management Group, cutting an estimated $8.82M.
- 100 institutional investors held Forrester Research (FORR) as of Q1 2021, down from 104 in Q4 2020.
- Funds reported $470M of Forrester Research stock for Q1 2021, up 1.4% quarter-over-quarter.
- 8 funds opened new Forrester Research positions in Q1 2021 and 12 closed out, a net change of -4 holders.
- The largest Forrester Research buyer in Q1 2021 was Royce & Associates, an estimated $10.2M added.
- The largest Forrester Research seller in Q1 2021 was Wellington Management Group, an estimated $8.82M sold.
Based on aggregated 13F filings for Q1 2021.