Forrester Research
FORR
108 hedge funds and large institutions have $221M invested in Forrester Research in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 28 closing their positions.
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
3% more funds holding
Funds holding: 105 → 108 (+3)
2.5% less ownership
Funds ownership: 55.38% → 52.88% (-2.5%)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
23% less capital invested
Capital invested by funds: $286M → $221M (-$64.6M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$12.1M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$5.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.1M |
| 4 |
RA
Royce & Associates
New York
|
+$2.42M |
| 5 |
HF
HRT Financial
New York
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$21.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.84M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.1M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.61M |
FORR Hedge Fund Activity: Q1 2024 in Review
108 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2024, worth a combined $221M — down 23% from $286M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FORR positions and 28 closed out — a net gain of 3 holders — while 29 added to existing stakes and 35 trimmed.
The largest buyer was Kent Lake Capital, opening a new position worth an estimated $12.1M. The largest seller was BlackRock, cutting an estimated $21.4M.
- 108 institutional investors held Forrester Research (FORR) as of Q1 2024, up from 105 in Q4 2023.
- Funds reported $221M of Forrester Research stock for Q1 2024, down 23% quarter-over-quarter.
- 31 funds opened new Forrester Research positions in Q1 2024 and 28 closed out, a net change of +3 holders.
- The largest Forrester Research buyer in Q1 2024 was Kent Lake Capital, an estimated $12.1M added.
- The largest Forrester Research seller in Q1 2024 was BlackRock, an estimated $21.4M sold.
Based on aggregated 13F filings for Q1 2024.