FORR icon

Forrester Research
FORR

Overview Fund Activity

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
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
–

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$11.2M
2
SFM
2
Systematic Financial Management
New Jersey
$1.94M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.8M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$7.56M
5
Deutsche Bank
5
Deutsche Bank
Germany
$925K

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$44.6M
2
BFA
2
BlackRock Fund Advisors
California
$22.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$97.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$508K
5
EIP
5
Epoch Investment Partners
New York
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$1.39M -$188K -4,955 -12%
Charles Schwab
27
Charles Schwab
California
$1.38M -$146K -3,862 -10%
PPA
28
Parametric Portfolio Associates
Washington
$1.29M -$10.7K -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 +$53.2K +1,405 +5%
Prudential Financial
31
Prudential Financial
New Jersey
$1.12M -$452K -11,926 -29%
Goldman Sachs
32
Goldman Sachs
New York
$1.05M -$70.9K -1,871 -6%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1M +$35.5K +936 +4%
Millennium Management
34
Millennium Management
New York
$962K +$345K +9,111 +56%
Deutsche Bank
35
Deutsche Bank
Germany
$925K +$599K +15,831 +183%
GKIM
36
GW&K Investment Management
Massachusetts
$891K +$353K +9,335 +66%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$801K – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$789K -$107K -2,825 -12%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$754K -$106K -2,800 -12%
SO
40
STRS Ohio
Ohio
$754K -$53K -1,400 -7%
AI
41
Analytic Investors
California
$743K -$25.8K -680 -3%
FCBT
42
First Citizens Bank & Trust
North Carolina
$682K +$1.59K +42 +0.2%
CS
43
Credit Suisse
Switzerland
$639K +$316K +8,358 +98%
TA
44
Teachers Advisors
New York
$624K -$134K -3,545 -18%
IMS
45
Index Management Solutions
Pennsylvania
$611K +$423K +11,180 +225%
Citadel Advisors
46
Citadel Advisors
Florida
$610K +$6.82K +180 +1%
BA
47
BlackRock Advisors
Delaware
$589K +$277K +7,319 +89%
BG
48
BlackRock Group
United Kingdom
$559K -$78.6K -2,075 -12%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$540K +$216K +5,696 +67%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$509K +$269K +7,103 +112%
1
2
3 4 5