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Forrester Research
FORR

135 hedge funds and large institutions have $621M invested in Forrester Research in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $528M → $621M (+$92.1M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.83% less ownership

Funds ownership: 56% → 55.17% (-0.83%)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$5.75M
3
BlackRock
BlackRock
New York
+$3.95M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.15M
4
Morgan Stanley
Morgan Stanley
New York
-$1.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$115M +$3.95M +71,028 +4%
RA
2
Royce & Associates
New York
$93.3M -$1.34M -24,047 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.9M +$2.41M +43,435 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$48M -$1.68M -30,262 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.6M -$527K -9,480 -1%
ACH
6
ArrowMark Colorado Holdings
Colorado
$30.2M -$1.49M -26,838 -5%
State Street
7
State Street
Massachusetts
$21.2M +$259K +4,652 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.1M -$18.3K -329 -0.2%
Invesco
9
Invesco
Georgia
$11M +$7.93M +142,594 +323%
Goldman Sachs
10
Goldman Sachs
New York
$10M -$2.15M -38,730 -19%
ACM
11
American Capital Management
New York
$8.74M – – –
Northern Trust
12
Northern Trust
Illinois
$7.9M -$288K -5,181 -4%
Norges Bank
13
Norges Bank
Norway
$7.21M – – –
GKIM
14
GW&K Investment Management
Massachusetts
$7.14M -$250K -4,492 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.14M -$35.5K -639 -0.6%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$6.08M +$5.75M +103,500 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6M -$2.26M -40,620 -28%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$5.18M +$517K +9,308 +12%
PPA
19
Parametric Portfolio Associates
Washington
$4.78M +$773K +13,900 +21%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$4.74M +$2.7M +48,510 +150%
Charles Schwab
21
Charles Schwab
California
$4.6M +$44.1K +793 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$4.6M +$2.06M +37,135 +90%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.39M +$2.79M +50,287 +205%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.36M -$94.6K -1,702 -2%
Morgan Stanley
25
Morgan Stanley
New York
$4.09M -$1.81M -32,483 -32%
1
2 3 4 5

FORR Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2021, worth a combined $621M — up 17% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 7 closed out — a net gain of 14 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was Wellington Management Group, exiting entirely with an estimated $37.5M sold.

  • 135 institutional investors held Forrester Research (FORR) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $621M of Forrester Research stock for Q4 2021, up 17% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q4 2021 and 7 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q4 2021 was Invesco, an estimated $7.93M added.
  • The largest Forrester Research seller in Q4 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2021.