Forrester Research
FORR
105 hedge funds and large institutions have $313M invested in Forrester Research in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 28 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
0.01% less ownership
Funds ownership: 56.02% → 56.02% (-0.01%)
10% less capital invested
Capital invested by funds: $348M → $313M (-$35.3M)
13% less funds holding
Funds holding: 121 → 105 (-16)
57% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 28
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $11K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.89M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.74M |
| 3 |
Millennium Management
New York
|
+$1.8M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$1.45M |
| 5 |
2C
272 Capital
Dallas,
Texas
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$4.18M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$3.7M |
| 3 |
RA
Royce & Associates
New York
|
-$2.09M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$1.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1M |
FORR Hedge Fund Activity: Q2 2023 in Review
105 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2023, worth a combined $313M — down 10% from $348M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FORR and 12 opened new positions — a net loss of 16 holders — while 40 trimmed existing stakes and 41 added.
The largest buyer was Federated Hermes, adding an estimated $5.89M. The largest seller was Pacer Advisors, exiting entirely with an estimated $4.18M sold.
- 105 institutional investors held Forrester Research (FORR) as of Q2 2023, down from 121 in Q1 2023.
- Funds reported $313M of Forrester Research stock for Q2 2023, down 10% quarter-over-quarter.
- 12 funds opened new Forrester Research positions in Q2 2023 and 28 closed out, a net change of -16 holders.
- The largest Forrester Research buyer in Q2 2023 was Federated Hermes, an estimated $5.89M added.
- The largest Forrester Research seller in Q2 2023 was Pacer Advisors, an estimated $4.18M sold.
Based on aggregated 13F filings for Q2 2023.