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Forrester Research

105 hedge funds and large institutions have $501M invested in Forrester Research in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $469M → $501M (+$31.8M)

5% more funds holding

Funds holding: 100105 (+5)

0.59% less ownership

Funds ownership: 57.83%57.24% (-0.59%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
39
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84.6M -$2.58M -59,835 -3%
RA
2
Royce & Associates
New York
$71.2M +$1.81M +41,866 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M +$421K +9,754 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45.9M -$2.44M -56,564 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.9M -$1.1M -25,500 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.1M -$423K -9,808 -2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$28.4M -$4.13M -95,816 -13%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$22.7M -$863K -20,012 -4%
State Street
9
State Street
Massachusetts
$16.1M +$812K +18,829 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.52M +$633K +14,671 +8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$8.15M -$143K -3,313 -2%
ACM
12
American Capital Management
New York
$6.81M
Northern Trust
13
Northern Trust
Illinois
$6.55M -$187K -4,338 -3%
GKIM
14
GW&K Investment Management
Massachusetts
$5.88M -$81.5K -1,890 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.82M -$113K -2,624 -2%
Norges Bank
16
Norges Bank
Norway
$4.31M
Goldman Sachs
17
Goldman Sachs
New York
$4.09M +$700K +16,227 +22%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.66M +$29.4K +682 +0.9%
Charles Schwab
19
Charles Schwab
California
$3.52M +$57.8K +1,341 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.52M +$53K +1,229 +2%
PPA
21
Parametric Portfolio Associates
Washington
$2.98M +$105K +2,428 +4%
N
22
Nuveen
North Carolina
$2.52M +$38.1K +884 +2%
Ameriprise
23
Ameriprise
Minnesota
$2.18M -$24.8K -574 -1%
CCPM
24
Cooper Creek Partners Management
New York
$2.14M
Invesco
25
Invesco
Georgia
$2.1M +$339K +7,856 +21%

FORR Hedge Fund Activity: Q2 2021 in Review

105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2021, worth a combined $501M — up 6.8% from $469M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FORR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.81M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $4.13M.

  • 105 institutional investors held Forrester Research (FORR) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $501M of Forrester Research stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Forrester Research buyer in Q2 2021 was Royce & Associates, an estimated $1.81M added.
  • The largest Forrester Research seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $4.13M sold.

Based on aggregated 13F filings for Q2 2021.