Forrester Research
FORR
128 hedge funds and large institutions have $358M invested in Forrester Research in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 9 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 39
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 126 → 128 (+2)
2.94% less ownership
Funds ownership: 55.46% → 52.51% (-2.9%)
6% less capital invested
Capital invested by funds: $379M → $358M (-$21.3M)
33% less call options, than puts
Call options by funds: $215K | Put options by funds: $322K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.98M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.05M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.96M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.5M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5.4M |
| 2 |
Renaissance Technologies
New York
|
-$2.85M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$2.09M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.69M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.1M |
FORR Hedge Fund Activity: Q4 2022 in Review
128 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2022, worth a combined $358M — down 5.6% from $379M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FORR positions and 9 closed out — a net gain of 3 holders — while 59 added to existing stakes and 39 trimmed.
The largest buyer was UBS Group, adding an estimated $3.98M. The largest seller was Millennium Management, cutting an estimated $5.4M.
- 128 institutional investors held Forrester Research (FORR) as of Q4 2022, up from 126 in Q3 2022.
- Funds reported $358M of Forrester Research stock for Q4 2022, down 5.6% quarter-over-quarter.
- 12 funds opened new Forrester Research positions in Q4 2022 and 9 closed out, a net change of +3 holders.
- The largest Forrester Research buyer in Q4 2022 was UBS Group, an estimated $3.98M added.
- The largest Forrester Research seller in Q4 2022 was Millennium Management, an estimated $5.4M sold.
Based on aggregated 13F filings for Q4 2022.