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Forrester Research

96 hedge funds and large institutions have $401M invested in Forrester Research in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 9596 (+1)

1% more capital invested

Capital invested by funds: $399M → $401M (+$2.77M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 51

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.39M -$181K -4,955 -12%
Charles Schwab
27
Charles Schwab
California
$1.38M -$141K -3,862 -10%
PPA
28
Parametric Portfolio Associates
Washington
$1.29M -$10.4K -283 -0.8%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.25M
Wells Fargo
30
Wells Fargo
California
$1.13M +$51.4K +1,405 +5%
Prudential Financial
31
Prudential Financial
New Jersey
$1.12M -$436K -11,926 -29%
Goldman Sachs
32
Goldman Sachs
New York
$1.05M -$68.5K -1,871 -6%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1M +$34.3K +936 +4%
Millennium Management
34
Millennium Management
New York
$962K +$333K +9,111 +56%
Deutsche Bank
35
Deutsche Bank
Germany
$925K +$579K +15,831 +183%
GKIM
36
GW&K Investment Management
Massachusetts
$891K +$342K +9,335 +66%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$801K
AllianceBernstein
38
AllianceBernstein
Tennessee
$789K -$103K -2,825 -12%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$754K -$102K -2,800 -12%
SO
40
STRS Ohio
Ohio
$754K -$51.2K -1,400 -7%
AI
41
Analytic Investors
California
$743K -$24.9K -680 -3%
FCBT
42
First Citizens Bank & Trust
North Carolina
$682K +$1.54K +42 +0.2%
CS
43
Credit Suisse
Switzerland
$639K +$306K +8,358 +98%
TA
44
Teachers Advisors
New York
$624K -$130K -3,545 -18%
IMS
45
Index Management Solutions
Pennsylvania
$611K +$409K +11,180 +225%
Citadel Advisors
46
Citadel Advisors
Florida
$610K +$6.59K +180 +1%
BA
47
BlackRock Advisors
Delaware
$589K +$268K +7,319 +89%
BG
48
BlackRock Group
United Kingdom
$559K -$75.9K -2,075 -12%
JP Morgan Chase
49
JP Morgan Chase
New York
$540K +$208K +5,696 +67%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$509K +$260K +7,103 +112%

FORR Hedge Fund Activity: Q2 2014 in Review

96 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2014, worth a combined $401M — up 0.69% from $399M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 51 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.41M. The largest seller was P2 Capital Partners, cutting an estimated $12.1M.

  • 96 institutional investors held Forrester Research (FORR) as of Q2 2014, up from 95 in Q1 2014.
  • Funds reported $401M of Forrester Research stock for Q2 2014, up 0.69% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q2 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q2 2014 was Norges Bank, an estimated $5.41M added.
  • The largest Forrester Research seller in Q2 2014 was P2 Capital Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2014.