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Forrester Research
FORR

Overview Fund Activity

97 hedge funds and large institutions have $323M invested in Forrester Research in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
41
Reduced
27
Closed
7
Calls
$326K
Puts
–
Net Calls
+$326K
Net Calls Change
+$672K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$66.2M
2
USAA
2
United Services Automobile Association
Texas
$8.62M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.77M
4
GKIM
4
GW&K Investment Management
Massachusetts
$2.8M
5
CIA
5
Capital Impact Advisors
Massachusetts
$823K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$290K
2
Deutsche Bank
2
Deutsche Bank
Germany
$473K
3
AIM
3
Alambic Investment Management
California
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$524K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$1.26M 37,372 +6,352 +20%
TCIM
27
TIAA CREF Investment Management
New York
$1.15M 34,279 -374 -1%
Charles Schwab
28
Charles Schwab
California
$1.14M 33,987 +459 +1%
MC
29
Menta Capital
California
$1.02M 30,210 -5,570 -16%
Prudential Financial
30
Prudential Financial
New Jersey
$985K 29,306 +900 +3%
AI
31
Analytic Investors
California
$978K 29,093 +12,200 +72%
CIA
32
Capital Impact Advisors
Massachusetts
$823K 24,501 +17,801 +266%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$723K 21,515 -6,450 -23%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$716K 21,293 +2,672 +14%
SO
35
STRS Ohio
Ohio
$635K 18,900 -3,000 -14%
SIM
36
Spark Investment Management
New York
$631K 18,800 – –
VOYA Investment Management
37
VOYA Investment Management
Georgia
$631K 18,788 – –
BCM
38
Bridgeway Capital Management
Texas
$558K 16,600 +16,600 New
TA
39
Teachers Advisors
New York
$545K 16,226 +1,397 +9%
RA
40
Rational Advisors
New York
$534K 15,900 +15,900 New
Two Sigma Investments
41
Two Sigma Investments
New York
$524K 15,577 -12,931 -45%
BIM
42
Bogle Investment Management
Massachusetts
$524K 15,604 +15,604 New
BG
43
BlackRock Group
United Kingdom
$518K 15,386 +976 +7%
AllianceBernstein
44
AllianceBernstein
Tennessee
$503K 14,958 -400 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$482K 14,850 +2,700 +22%
Deutsche Bank
46
Deutsche Bank
Germany
$473K 14,100 -20,840 -60%
Citigroup
47
Citigroup
New York
$459K 13,656 +3,872 +40%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$454K 13,513 +100 +0.7%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$450K 13,397 – –
RFC
50
Russell Frank Company
Washington
$440K 13,098 -5,150 -28%
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