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Forrester Research
FORR

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.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $273M → $323M (+$50.2M)

3% more funds holding

Funds holding: 94 → 97 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.58%
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

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.25M
2
USAA
United Services Automobile Association
Texas
+$922K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$740K
4
GKIM
GW&K Investment Management
Massachusetts
+$664K
5
CIA
Capital Impact Advisors
Massachusetts
+$548K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.56M
2
Deutsche Bank
Deutsche Bank
Germany
-$642K
3
AIM
Alambic Investment Management
California
-$456K
4
Two Sigma Investments
Two Sigma Investments
New York
-$398K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.26M +$196K +6,352 +20%
TCIM
27
TIAA CREF Investment Management
New York
$1.15M -$11.5K -374 -1%
Charles Schwab
28
Charles Schwab
California
$1.14M +$14.1K +459 +1%
MC
29
Menta Capital
California
$1.01M -$172K -5,570 -16%
Prudential Financial
30
Prudential Financial
New Jersey
$985K +$27.7K +900 +3%
AI
31
Analytic Investors
California
$978K +$376K +12,200 +72%
CIA
32
Capital Impact Advisors
Massachusetts
$823K +$548K +17,801 +266%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$723K -$199K -6,450 -23%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$716K +$82.3K +2,672 +14%
SO
35
STRS Ohio
Ohio
$635K -$92.4K -3,000 -14%
SIM
36
Spark Investment Management
New York
$631K – – –
VOYA Investment Management
37
VOYA Investment Management
Georgia
$631K – – –
BCM
38
Bridgeway Capital Management
Texas
$558K +$511K +16,600 New
TA
39
Teachers Advisors
New York
$545K +$43K +1,397 +9%
RA
40
Rational Advisors
New York
$534K +$490K +15,900 New
Two Sigma Investments
41
Two Sigma Investments
New York
$524K -$398K -12,931 -45%
BIM
42
Bogle Investment Management
Massachusetts
$524K +$481K +15,604 New
BG
43
BlackRock Group
United Kingdom
$518K +$30.1K +976 +7%
AllianceBernstein
44
AllianceBernstein
Tennessee
$503K -$12.3K -400 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$482K +$83.2K +2,700 +22%
Deutsche Bank
46
Deutsche Bank
Germany
$473K -$642K -20,840 -60%
Citigroup
47
Citigroup
New York
$459K +$119K +3,872 +40%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$454K +$3.08K +100 +0.7%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$450K – – –
RFC
50
Russell Frank Company
Washington
$440K -$159K -5,150 -28%
1
2
3 4 5

FORR Hedge Fund Activity: Q1 2016 in Review

97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2016, worth a combined $323M — up 18% from $273M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 7 closed out — a net gain of 3 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.25M. The largest seller was Millennium Management, cutting an estimated $2.56M.

  • 97 institutional investors held Forrester Research (FORR) as of Q1 2016, up from 94 in Q4 2015.
  • Funds reported $323M of Forrester Research stock for Q1 2016, up 18% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q1 2016 and 7 closed out, a net change of +3 holders.
  • The largest Forrester Research buyer in Q1 2016 was Wellington Management Group, an estimated $3.25M added.
  • The largest Forrester Research seller in Q1 2016 was Millennium Management, an estimated $2.56M sold.

Based on aggregated 13F filings for Q1 2016.