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Forrester Research
FORR

Overview Fund Activity

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.

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
–

Top Buyers

1
RA
1
Royce & Associates
New York
$71.2M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$1.42M
3
JG
3
Jefferies Group
New York
$1.25M
4
GCP
4
GSA Capital Partners
United Kingdom
$1.48M
5
Millennium Management
5
Millennium Management
New York
$1.25M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$28.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$389K
3
BlackRock
3
BlackRock
New York
$84.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$84.6M 1,846,439 -59,835 -3%
RA
2
Royce & Associates
New York
$71.2M 1,555,465 +41,866 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M 1,227,402 +9,754 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45.9M 1,001,837 -56,564 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.9M 827,706 -25,500 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.1M 634,996 -9,808 -2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$28.4M 619,802 -95,816 -13%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$22.7M 495,481 -20,012 -4%
State Street
9
State Street
Massachusetts
$16.1M 350,678 +18,829 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.52M 207,781 +14,671 +8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$8.15M 177,974 -3,313 -2%
ACM
12
American Capital Management
New York
$6.81M 148,775 – –
Northern Trust
13
Northern Trust
Illinois
$6.55M 143,119 -4,338 -3%
GKIM
14
GW&K Investment Management
Massachusetts
$5.88M 128,358 -1,890 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.82M 105,191 -2,624 -2%
Norges Bank
16
Norges Bank
Norway
$4.31M 94,172 – –
Goldman Sachs
17
Goldman Sachs
New York
$4.09M 89,306 +16,227 +22%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.66M 79,990 +682 +0.9%
Charles Schwab
19
Charles Schwab
California
$3.52M 76,843 +1,341 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.52M 76,829 +1,229 +2%
PPA
21
Parametric Portfolio Associates
Washington
$2.99M 65,165 +2,428 +4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.52M 54,909 +884 +2%
Ameriprise
23
Ameriprise
Minnesota
$2.18M 47,507 -574 -1%
CCPM
24
Cooper Creek Partners Management
New York
$2.14M 46,779 – –
Invesco
25
Invesco
Georgia
$2.1M 45,755 +7,856 +21%
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