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Forrester Research
FORR

Overview Fund Activity

95 hedge funds and large institutions have $399M invested in Forrester Research in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06M
2
Invesco
2
Invesco
Georgia
$2.42M
3
EIP
3
Epoch Investment Partners
New York
$19M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$570K

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$6.55M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$94.3M
3
TA
3
Teachers Advisors
New York
$718K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.02M
5
PAM
5
Panagora Asset Management
Massachusetts
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$1.5M 41,698 +458 +1%
Prudential Financial
27
Prudential Financial
New Jersey
$1.49M 41,496 -4,870 -11%
Charles Schwab
28
Charles Schwab
California
$1.45M 40,327 +979 +2%
PPA
29
Parametric Portfolio Associates
Washington
$1.23M 34,311 +445 +1%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.18M 32,971 – –
Goldman Sachs
31
Goldman Sachs
New York
$1.06M 29,628 -28,115 -49%
Wells Fargo
32
Wells Fargo
California
$1.02M 28,435 +1,067 +4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$973K 27,139 – –
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$914K 25,482 -5,300 -17%
AllianceBernstein
35
AllianceBernstein
Tennessee
$848K 23,666 -2,003 -8%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$814K 22,707 – –
GAM
37
Gotham Asset Management
New York
$812K 22,652 -16,451 -42%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$793K 22,122 -1,324 -6%
SO
39
STRS Ohio
Ohio
$764K 21,300 – –
VOYA Investment Management
40
VOYA Investment Management
Georgia
$758K 21,140 – –
AI
41
Analytic Investors
California
$727K 20,287 +1,430 +8%
TA
42
Teachers Advisors
New York
$718K 20,028 -118,282 -86%
PP
43
Paloma Partners
Connecticut
$661K 18,432 +5,593 +44%
FCBT
44
First Citizens Bank & Trust
North Carolina
$644K 17,957 +191 +1%
BG
45
BlackRock Group
United Kingdom
$603K 16,834 -1,743 -9%
Millennium Management
46
Millennium Management
New York
$584K 16,282 +11,002 +208%
Citadel Advisors
47
Citadel Advisors
Florida
$570K 15,915 +15,915 New
GKIM
48
GW&K Investment Management
Massachusetts
$509K 14,195 +1,755 +14%
ProShare Advisors
49
ProShare Advisors
Maryland
$466K 12,985 +12,985 New
PAM
50
Panagora Asset Management
Massachusetts
$461K 12,865 -47,377 -79%
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