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Forrester Research
FORR

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.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 91 → 95 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less capital invested

Capital invested by funds: $458M → $399M (-$59.5M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.74%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
Invesco
Invesco
Georgia
+$892K
3
EIP
Epoch Investment Partners
New York
+$837K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$837K
5
Citadel Advisors
Citadel Advisors
Florida
+$593K

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$18.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.45M
3
TA
Teachers Advisors
New York
-$4.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.85M
5
PAM
Panagora Asset Management
Massachusetts
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.5M +$17.1K +458 +1%
Prudential Financial
27
Prudential Financial
New Jersey
$1.49M -$181K -4,870 -11%
Charles Schwab
28
Charles Schwab
California
$1.45M +$36.4K +979 +2%
PPA
29
Parametric Portfolio Associates
Washington
$1.23M +$16.6K +445 +1%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.18M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.06M -$1.05M -28,115 -49%
Wells Fargo
32
Wells Fargo
California
$1.02M +$39.7K +1,067 +4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$973K – – –
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$914K -$197K -5,300 -17%
AllianceBernstein
35
AllianceBernstein
Tennessee
$848K -$74.6K -2,003 -8%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$814K – – –
GAM
37
Gotham Asset Management
New York
$812K -$612K -16,451 -42%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$793K -$49.3K -1,324 -6%
SO
39
STRS Ohio
Ohio
$764K – – –
VOYA Investment Management
40
VOYA Investment Management
Georgia
$758K – – –
AI
41
Analytic Investors
California
$727K +$53.2K +1,430 +8%
TA
42
Teachers Advisors
New York
$718K -$4.4M -118,282 -86%
PP
43
Paloma Partners
Connecticut
$661K +$208K +5,593 +44%
FCBT
44
First Citizens Bank & Trust
North Carolina
$644K +$7.11K +191 +1%
BG
45
BlackRock Group
United Kingdom
$603K -$64.9K -1,743 -9%
Millennium Management
46
Millennium Management
New York
$584K +$410K +11,002 +208%
Citadel Advisors
47
Citadel Advisors
Florida
$570K +$593K +15,915 New
GKIM
48
GW&K Investment Management
Massachusetts
$509K +$65.3K +1,755 +14%
ProShare Advisors
49
ProShare Advisors
Maryland
$466K +$483K +12,985 New
PAM
50
Panagora Asset Management
Massachusetts
$461K -$1.76M -47,377 -79%
1
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3 4 5

FORR Hedge Fund Activity: Q1 2014 in Review

95 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2014, worth a combined $399M — down 13% from $458M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Massachusetts Financial Services, cutting an estimated $18.6M.

  • 95 institutional investors held Forrester Research (FORR) as of Q1 2014, up from 91 in Q4 2013.
  • Funds reported $399M of Forrester Research stock for Q1 2014, down 13% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2014 and 7 closed out, a net change of +4 holders.
  • The largest Forrester Research buyer in Q1 2014 was Morgan Stanley, an estimated $1.64M added.
  • The largest Forrester Research seller in Q1 2014 was Massachusetts Financial Services, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2014.