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Forrester Research
FORR

98 hedge funds and large institutions have $362M invested in Forrester Research in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

4% more funds holding

Funds holding: 94 → 98 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $395M → $362M (-$33.5M)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.62M
2
Morgan Stanley
Morgan Stanley
New York
+$1.49M
3
BFA
BlackRock Fund Advisors
California
+$1.31M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$980K

Top Sellers

Rank Fund Capital Flow
1
PCP
P2 Capital Partners
New York
-$9.29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.48M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.36M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.53M +$120K +3,190 +8%
Millennium Management
27
Millennium Management
New York
$1.51M +$684K +18,246 +80%
TCIM
28
TIAA CREF Investment Management
New York
$1.5M -$162K -4,318 -10%
BIM
29
BlackRock Investment Management
Delaware
$1.34M -$3.6K -96 -0.3%
Charles Schwab
30
Charles Schwab
California
$1.27M -$33.2K -886 -3%
PPA
31
Parametric Portfolio Associates
Washington
$1.23M +$8.89K +237 +0.7%
Wells Fargo
32
Wells Fargo
California
$1.22M +$42.1K +1,123 +3%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.08M +$1.1M +29,277 New
Prudential Financial
34
Prudential Financial
New Jersey
$909K -$71.2K -1,900 -7%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$888K +$905K +24,138 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$867K – – –
UBS Group
37
UBS Group
Switzerland
$849K +$821K +21,888 +1,849%
Citadel Advisors
38
Citadel Advisors
Florida
$819K -$24.1K -644 -3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$778K – – –
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$758K +$3.3K +88 +0.4%
SO
41
STRS Ohio
Ohio
$753K +$75K +2,000 +11%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$732K -$11.3K -300 -1%
KBC Group
43
KBC Group
Belgium
$728K +$34K +907 +5%
FCBT
44
First Citizens Bank & Trust
North Carolina
$697K +$4.01K +107 +0.6%
BG
45
BlackRock Group
United Kingdom
$693K +$216K +5,758 +44%
BA
46
BlackRock Advisors
Delaware
$669K +$124K +3,300 +22%
TA
47
Teachers Advisors
New York
$641K +$59.8K +1,595 +10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$638K -$18.7K -500 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$586K – – –
AI
50
Analytic Investors
California
$572K -$7.5K -200 -1%
1
2
3 4 5

FORR Hedge Fund Activity: Q1 2015 in Review

98 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2015, worth a combined $362M — down 8.5% from $395M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.62M. The largest seller was P2 Capital Partners, cutting an estimated $9.29M.

  • 98 institutional investors held Forrester Research (FORR) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $362M of Forrester Research stock for Q1 2015, down 8.5% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2015 and 6 closed out, a net change of +5 holders.
  • The largest Forrester Research buyer in Q1 2015 was Renaissance Technologies, an estimated $2.62M added.
  • The largest Forrester Research seller in Q1 2015 was P2 Capital Partners, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2015.