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Forrester Research
FORR

Overview Fund Activity

122 hedge funds and large institutions have $528M invested in Forrester Research in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.03M
3
RA
3
Royce & Associates
New York
$79.4M
4
BlackRock
4
BlackRock
New York
$92.9M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.04M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$37.5M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$26.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.03M
5
JG
5
Jefferies Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$92.9M 1,885,781 +39,342 +2%
RA
2
Royce & Associates
New York
$79.4M 1,612,150 +56,685 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.9M 1,215,526 -11,876 -1%
Renaissance Technologies
4
Renaissance Technologies
New York
$41.8M 847,986 +20,280 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$37.5M 760,454 -241,383 -24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$31.2M 633,486 -1,510 -0.2%
ACH
7
ArrowMark Colorado Holdings
Colorado
$26.7M 541,644 -78,158 -13%
State Street
8
State Street
Massachusetts
$17.5M 356,200 +5,522 +2%
Goldman Sachs
9
Goldman Sachs
New York
$10.3M 209,137 +119,831 +134%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.2M 206,873 -908 -0.4%
ACM
11
American Capital Management
New York
$7.33M 148,775 – –
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.03M 142,783 -35,191 -20%
Northern Trust
13
Northern Trust
Illinois
$6.89M 139,765 -3,354 -2%
GKIM
14
GW&K Investment Management
Massachusetts
$6.21M 126,153 -2,205 -2%
Norges Bank
15
Norges Bank
Norway
$6.04M 122,672 +28,500 +30%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.18M 105,233 +42 +0%
Morgan Stanley
17
Morgan Stanley
New York
$5.03M 102,163 +63,167 +162%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.89M 78,956 -1,034 -1%
Charles Schwab
19
Charles Schwab
California
$3.82M 77,494 +651 +0.8%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.74M 75,895 -934 -1%
PPA
21
Parametric Portfolio Associates
Washington
$3.32M 67,435 +2,270 +3%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$3.07M 65,488 +10,579 +19%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.34M 47,420 +6,421 +16%
Ameriprise
24
Ameriprise
Minnesota
$2.31M 46,877 -630 -1%
CCPM
25
Cooper Creek Partners Management
New York
$2.3M 46,779 – –
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