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Forrester Research
FORR

106 hedge funds and large institutions have $186M invested in Forrester Research in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $181M → $186M (+$5.3M)

1% less funds holding

Funds holding: 107 → 106 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

1.15% less ownership

Funds ownership: 55.33% → 54.17% (-1.2%)

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.16M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.36M
3
BlackRock
BlackRock
New York
+$1.84M
4
KIM
Kestrel Investment Management
California
+$1.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.6M
2
Jane Street
Jane Street
New York
-$1.98M
3
HF
HRT Financial
New York
-$1.43M
4
CSS
Cubist Systematic Strategies
Connecticut
-$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$44.6M -$142K -7,764 -0.3%
BlackRock
2
BlackRock
New York
$18.6M +$1.84M +100,654 +11%
ACH
3
ArrowMark Colorado Holdings
Colorado
$14.1M +$489K +26,810 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.5M +$163K +8,938 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.07M -$460K -25,200 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.84M +$202K +11,059 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.44M +$1.3M +71,309 +31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.2M -$24.7K -1,355 -0.5%
BP
9
Ballentine Partners
Massachusetts
$4.58M +$79.2K +4,342 +2%
State Street
10
State Street
Massachusetts
$4.56M +$47.2K +2,589 +1%
PCM
11
Portolan Capital Management
Massachusetts
$3.72M -$1.06M -58,278 -22%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$3.12M +$3.16M +173,180 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$2.82M +$363K +19,900 +15%
Citadel Advisors
14
Citadel Advisors
Florida
$2.48M -$1.22M -67,128 -33%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.46M -$625K -34,266 -20%
PRCP
16
Pacific Ridge Capital Partners
Oregon
$2.33M +$2.36M +129,540 New
Goldman Sachs
17
Goldman Sachs
New York
$2.05M -$139K -7,611 -6%
Northern Trust
18
Northern Trust
Illinois
$2.03M +$1K +55 +0%
Morgan Stanley
19
Morgan Stanley
New York
$1.96M -$60.7K -3,328 -3%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.82M -$233K -12,786 -11%
M&T Bank
21
M&T Bank
New York
$1.8M +$419K +22,984 +30%
Charles Schwab
22
Charles Schwab
California
$1.73M +$60K +3,289 +4%
GCP
23
GSA Capital Partners
United Kingdom
$1.73M +$418K +22,898 +31%
KIM
24
Kestrel Investment Management
California
$1.73M +$1.82M +99,800 New
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.52M -$101K -5,564 -6%
1
2 3 4 5

FORR Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2024, worth a combined $186M — up 2.9% from $181M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FORR and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 37 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.6M.

  • 106 institutional investors held Forrester Research (FORR) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $186M of Forrester Research stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 14 funds opened new Forrester Research positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $3.16M added.
  • The largest Forrester Research seller in Q3 2024 was Millennium Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2024.