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Forrester Research
FORR

94 hedge funds and large institutions have $395M invested in Forrester Research in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 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

5% more capital invested

Capital invested by funds: $376M → $395M (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 95 → 94 (-1)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
28
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$2.32M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.06M
3
First Trust Advisors
First Trust Advisors
Illinois
+$555K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$551K
5
Deutsche Bank
Deutsche Bank
Germany
+$471K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.07M
2
RA
Royce & Associates
New York
-$2.32M
3
SFM
Systematic Financial Management
New Jersey
-$2.25M
4
State Street
State Street
Massachusetts
-$775K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.44M -$6.54K -165 -0.4%
GKIM
27
GW&K Investment Management
Massachusetts
$1.4M +$202K +5,090 +17%
Charles Schwab
28
Charles Schwab
California
$1.39M +$41.1K +1,036 +3%
PPA
29
Parametric Portfolio Associates
Washington
$1.31M -$47.2K -1,190 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.29M +$555K +13,985 +74%
Wells Fargo
31
Wells Fargo
California
$1.26M +$12.9K +326 +1%
Prudential Financial
32
Prudential Financial
New Jersey
$1.05M +$87.3K +2,200 +9%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$928K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$901K -$539K -13,582 -37%
Millennium Management
35
Millennium Management
New York
$895K +$70.6K +1,780 +8%
Comerica Bank
36
Comerica Bank
Texas
$838K +$416K +10,498 +97%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$832K – – –
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$808K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$795K +$3.41K +86 +0.4%
KBC Group
40
KBC Group
Belgium
$744K +$439K +11,066 +141%
FCBT
41
First Citizens Bank & Trust
North Carolina
$741K -$5.95K -150 -0.8%
SO
42
STRS Ohio
Ohio
$728K -$15.9K -400 -2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$702K -$23.8K -600 -3%
TA
44
Teachers Advisors
New York
$623K – – –
AI
45
Analytic Investors
California
$620K – – –
BA
46
BlackRock Advisors
Delaware
$586K -$104K -2,623 -15%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$586K +$103K +2,600 +20%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$547K +$551K +13,894 New
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$527K – – –
BG
50
BlackRock Group
United Kingdom
$515K -$61K -1,539 -11%
1
2
3 4 5

FORR Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2014, worth a combined $395M — up 5.1% from $376M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.32M. The largest seller was Wellington Management Group, cutting an estimated $4.07M.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2014, down from 95 in Q3 2014.
  • Funds reported $395M of Forrester Research stock for Q4 2014, up 5.1% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $2.32M added.
  • The largest Forrester Research seller in Q4 2014 was Wellington Management Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2014.