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Forrester Research

107 hedge funds and large institutions have $181M invested in Forrester Research in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

2.45% more ownership

Funds ownership: 52.88%55.33% (+2.5%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 108107 (-1)

18% less capital invested

Capital invested by funds: $221M → $181M (-$40.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
45
Reduced
31
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$42.4M +$4.24M +231,123 +10%
BlackRock
2
BlackRock
New York
$15.9M +$285K +15,515 +2%
ACH
3
ArrowMark Colorado Holdings
Colorado
$12.9M +$788K +42,890 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.7M -$5.03M -274,110 -29%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.03M -$529K -28,800 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.2M -$1.19M -65,065 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.95M +$193K +10,507 +4%
Millennium Management
8
Millennium Management
New York
$4.69M +$2.89M +157,510 +135%
PCM
9
Portolan Capital Management
Massachusetts
$4.52M -$2.4M -130,761 -33%
State Street
10
State Street
Massachusetts
$4.28M -$486K -26,443 -10%
BP
11
Ballentine Partners
Massachusetts
$4.27M +$4.59M +250,057 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.94M +$3.55M +193,116 +512%
Citadel Advisors
13
Citadel Advisors
Florida
$3.5M +$874K +47,601 +30%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.92M
Jane Street
15
Jane Street
New York
$2.87M +$1.24M +67,744 +67%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.33M +$1.52M +82,700 +154%
Goldman Sachs
17
Goldman Sachs
New York
$2.07M +$1.67M +90,733 +296%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.95M +$542K +29,524 +35%
Northern Trust
19
Northern Trust
Illinois
$1.92M -$428K -23,325 -17%
Morgan Stanley
20
Morgan Stanley
New York
$1.91M -$1.28M -69,904 -38%
HF
21
HRT Financial
New York
$1.72M -$69K -3,757 -4%
Bank of America
22
Bank of America
North Carolina
$1.63M +$333K +18,124 +23%
Charles Schwab
23
Charles Schwab
California
$1.59M -$18.5K -1,005 -1%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.54M +$1.04M +56,861 +171%
CSS
25
Cubist Systematic Strategies
Connecticut
$1.47M +$832K +45,315 +111%

FORR Hedge Fund Activity: Q2 2024 in Review

107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2024, worth a combined $181M — down 18% from $221M a quarter earlier.

Fund positioning in FORR was balanced in Q2 2024: 25 funds opened new positions, 25 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $4.59M. The largest seller was Kent Lake Capital, exiting entirely with an estimated $11.5M sold.

  • 107 institutional investors held Forrester Research (FORR) as of Q2 2024, down from 108 in Q1 2024.
  • Funds reported $181M of Forrester Research stock for Q2 2024, down 18% quarter-over-quarter.
  • 25 funds opened new Forrester Research positions in Q2 2024 and 25 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q2 2024 was Ballentine Partners, an estimated $4.59M added.
  • The largest Forrester Research seller in Q2 2024 was Kent Lake Capital, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2024.