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Forrester Research
FORR

95 hedge funds and large institutions have $376M invested in Forrester Research in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 96 → 95 (-1)

6% less capital invested

Capital invested by funds: $401M → $376M (-$25.1M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 49

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% 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
9
Increased
23
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$780K
2
Renaissance Technologies
Renaissance Technologies
New York
+$750K
3
First Trust Advisors
First Trust Advisors
Illinois
+$720K
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$652K
5
ICAP
Independence Capital Asset Partners
Colorado
+$632K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$5.66M
2
BFA
BlackRock Fund Advisors
California
-$1.48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.25M
4
RA
Royce & Associates
New York
-$1.19M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.35M +$115 +3 +0%
Citadel Advisors
27
Citadel Advisors
Florida
$1.34M +$780K +20,391 +127%
Charles Schwab
28
Charles Schwab
California
$1.27M -$80.4K -2,101 -6%
PPA
29
Parametric Portfolio Associates
Washington
$1.27M +$13.1K +342 +1%
Wells Fargo
30
Wells Fargo
California
$1.17M +$73.8K +1,927 +6%
GKIM
31
GW&K Investment Management
Massachusetts
$1.12M +$264K +6,890 +29%
Deutsche Bank
32
Deutsche Bank
Germany
$982K +$84.3K +2,203 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$900K -$198K -5,164 -17%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$869K -$360K -9,400 -29%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$779K – – –
Millennium Management
36
Millennium Management
New York
$772K -$170K -4,444 -18%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$756K -$226K -5,900 -22%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$742K +$8.19K +214 +1%
FCBT
39
First Citizens Bank & Trust
North Carolina
$700K +$37.6K +982 +5%
SO
40
STRS Ohio
Ohio
$697K -$38.3K -1,000 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$693K +$720K +18,814 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$680K -$91.9K -2,400 -12%
BA
43
BlackRock Advisors
Delaware
$645K +$74.7K +1,953 +13%
ICAP
44
Independence Capital Asset Partners
Colorado
$608K +$632K +16,500 New
TA
45
Teachers Advisors
New York
$583K -$25.3K -660 -4%
AI
46
Analytic Investors
California
$581K -$147K -3,845 -20%
BG
47
BlackRock Group
United Kingdom
$538K -$5.63K -147 -1%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$494K – – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$485K +$76.5K +2,000 +18%
US Bancorp
50
US Bancorp
Minnesota
$446K +$3.25K +85 +0.7%
1
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FORR Hedge Fund Activity: Q3 2014 in Review

95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2014, worth a combined $376M — down 6.3% from $401M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FORR and 9 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $780K. The largest seller was Norges Bank, cutting an estimated $5.66M.

  • 95 institutional investors held Forrester Research (FORR) as of Q3 2014, down from 96 in Q2 2014.
  • Funds reported $376M of Forrester Research stock for Q3 2014, down 6.3% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q3 2014 and 10 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2014 was Citadel Advisors, an estimated $780K added.
  • The largest Forrester Research seller in Q3 2014 was Norges Bank, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2014.