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Forrester Research
FORR

98 hedge funds and large institutions have $444M invested in Forrester Research in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $450M → $444M (-$6.4M)

1% less funds holding

Funds holding: 99 → 98 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
42
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$12.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.64M
3
BFA
BlackRock Fund Advisors
California
+$1.99M
4
PAM
Panagora Asset Management
Massachusetts
+$1.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.2M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$4.96M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.02M
4
SFM
Systematic Financial Management
New Jersey
-$1.53M
5
Millennium Management
Millennium Management
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.07M -$22.5K -635 -1%
KCM
27
Kennedy Capital Management
Missouri
$2.07M +$669K +18,902 +51%
GAM
28
Gotham Asset Management
New York
$1.89M +$247K +6,969 +16%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.88M -$274K -7,726 -13%
PAM
30
Panagora Asset Management
Massachusetts
$1.85M +$1.78M +50,219 New
BIM
31
BlackRock Investment Management
Delaware
$1.54M +$61.2K +1,729 +4%
SGAM
32
Smith Group Asset Management
Texas
$1.52M -$148K -4,191 -9%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.5M -$626K -17,682 -30%
Invesco
34
Invesco
Georgia
$1.46M +$376K +10,605 +37%
Goldman Sachs
35
Goldman Sachs
New York
$1.33M +$409K +11,553 +47%
Charles Schwab
36
Charles Schwab
California
$1.3M +$55K +1,553 +5%
PPA
37
Parametric Portfolio Associates
Washington
$1.25M +$27.3K +770 +2%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$1.21M – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.17M – – –
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.14M +$216K +6,100 +24%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.09M +$274K +7,736 +35%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.08M -$11K -311 -1%
AQR Capital Management
43
AQR Capital Management
Connecticut
$965K +$287K +8,100 +45%
Morgan Stanley
44
Morgan Stanley
New York
$957K -$534K -15,078 -37%
AI
45
Analytic Investors
California
$907K +$143K +4,047 +20%
SO
46
STRS Ohio
Ohio
$904K +$35.4K +1,000 +4%
Jane Street
47
Jane Street
New York
$883K -$310K -8,751 -27%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$831K +$25.7K +727 +3%
Wells Fargo
49
Wells Fargo
California
$790K -$159K -4,484 -17%
Deutsche Bank
50
Deutsche Bank
Germany
$708K +$258K +7,281 +61%
1
2
3 4 5

FORR Hedge Fund Activity: Q3 2013 in Review

98 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2013, worth a combined $444M — down 1.4% from $450M a quarter earlier.

Fund positioning in FORR was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $12.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.2M.

  • 98 institutional investors held Forrester Research (FORR) as of Q3 2013, down from 99 in Q2 2013.
  • Funds reported $444M of Forrester Research stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 7 funds opened new Forrester Research positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q3 2013 was Massachusetts Financial Services, an estimated $12.1M added.
  • The largest Forrester Research seller in Q3 2013 was T. Rowe Price Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2013.