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Forrester Research

97 hedge funds and large institutions have $348M invested in Forrester Research in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $362M → $348M (-$14.4M)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

1% less funds holding

Funds holding: 9897 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $465K

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% 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
6
Increased
37
Reduced
39
Closed
7
Calls
Puts
$465K
Net Calls
-$465K
Net Calls Change
-$465K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.44M -$108K -3,050 -7%
Wells Fargo
27
Wells Fargo
California
$1.43M +$228K +6,448 +19%
TCIM
28
TIAA CREF Investment Management
New York
$1.39M -$75.3K -2,131 -5%
Charles Schwab
29
Charles Schwab
California
$1.28M +$34.8K +984 +3%
Millennium Management
30
Millennium Management
New York
$1.2M -$267K -7,544 -18%
PPA
31
Parametric Portfolio Associates
Washington
$1.2M -$3.18K -90 -0.3%
Prudential Financial
32
Prudential Financial
New Jersey
$1.08M +$187K +5,300 +21%
Deutsche Bank
33
Deutsche Bank
Germany
$1.04M -$456K -12,902 -31%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$929K +$78.3K +2,216 +9%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$876K +$6.86K +194 +0.8%
Two Sigma Investments
36
Two Sigma Investments
New York
$833K -$218K -6,161 -21%
Comerica Bank
37
Comerica Bank
Texas
$788K +$391K +11,066 +102%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$761K
HRCM
39
Hawk Ridge Capital Management
California
$754K +$739K +20,919 New
FCBT
40
First Citizens Bank & Trust
North Carolina
$740K +$56.8K +1,608 +8%
BG
41
BlackRock Group
United Kingdom
$676K -$1.94K -55 -0.3%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$661K -$54.9K -1,552 -8%
AllianceBernstein
43
AllianceBernstein
Tennessee
$614K -$10K -283 -2%
AI
44
Analytic Investors
California
$614K +$51.9K +1,468 +9%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$605K -$134K -3,800 -18%
TA
46
Teachers Advisors
New York
$573K -$53K -1,500 -9%
BA
47
BlackRock Advisors
Delaware
$551K -$102K -2,884 -16%
US Bancorp
48
US Bancorp
Minnesota
$544K +$33.2K +940 +7%
SO
49
STRS Ohio
Ohio
$489K -$244K -6,900 -34%
RFC
50
Russell Frank Company
Washington
$486K +$477K +13,506 New

FORR Hedge Fund Activity: Q2 2015 in Review

97 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2015, worth a combined $348M — down 4% from $362M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 37 added.

The largest buyer was P2 Capital Partners, adding an estimated $1.7M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.

  • 97 institutional investors held Forrester Research (FORR) as of Q2 2015, down from 98 in Q1 2015.
  • Funds reported $348M of Forrester Research stock for Q2 2015, down 4% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q2 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q2 2015 was P2 Capital Partners, an estimated $1.7M added.
  • The largest Forrester Research seller in Q2 2015 was Wellington Management Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2015.