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Forrester Research
FORR

102 hedge funds and large institutions have $348M invested in Forrester Research in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $323M → $348M (+$25.5M)

5% more funds holding

Funds holding: 97 → 102 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.67M
2
AI
Analytic Investors
California
+$1.21M
3
GKIM
GW&K Investment Management
Massachusetts
+$912K
4
Invesco
Invesco
Georgia
+$757K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$703K

Top Sellers

Rank Fund Capital Flow
1
ACM
American Capital Management
New York
-$14.6M
2
BIM
Bogle Investment Management
Massachusetts
-$524K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$321K
4
Citigroup
Citigroup
New York
-$312K
5
Morgan Stanley
Morgan Stanley
New York
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$1.58M – – –
Charles Schwab
27
Charles Schwab
California
$1.27M +$13.5K +378 +1%
TCIM
28
TIAA CREF Investment Management
New York
$1.25M -$9.92K -278 -0.8%
PPA
29
Parametric Portfolio Associates
Washington
$1.1M -$269K -7,535 -20%
Prudential Financial
30
Prudential Financial
New Jersey
$1.03M -$46.4K -1,300 -4%
MC
31
Menta Capital
California
$989K -$121K -3,380 -11%
CIA
32
Capital Impact Advisors
Massachusetts
$903K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$770K -$14.3K -400 -2%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$738K -$53.5K -1,500 -7%
Two Sigma Investments
35
Two Sigma Investments
New York
$738K +$158K +4,433 +28%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$726K +$703K +19,692 New
EA
37
Emerald Acquisition
Washington
$713K +$690K +19,327 New
VOYA Investment Management
38
VOYA Investment Management
Georgia
$693K – – –
SIM
39
Spark Investment Management
New York
$692K – – –
BG
40
BlackRock Group
United Kingdom
$660K +$89.6K +2,511 +16%
SO
41
STRS Ohio
Ohio
$659K -$35.7K -1,000 -5%
TA
42
Teachers Advisors
New York
$598K – – –
RA
43
Rational Advisors
New York
$586K – – –
AllianceBernstein
44
AllianceBernstein
Tennessee
$581K +$28.5K +800 +5%
BCM
45
Bridgeway Capital Management
Texas
$560K -$50K -1,400 -8%
Citadel Advisors
46
Citadel Advisors
Florida
$552K +$534K +14,964 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$547K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$528K +$28.9K +809 +6%
CS
49
Credit Suisse
Switzerland
$511K +$495K +13,877 New
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$494K – – –
1
2
3 4 5

FORR Hedge Fund Activity: Q2 2016 in Review

102 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2016, worth a combined $348M — up 7.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.67M. The largest seller was American Capital Management, exiting entirely with an estimated $14.6M sold.

  • 102 institutional investors held Forrester Research (FORR) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $348M of Forrester Research stock for Q2 2016, up 7.9% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q2 2016 and 4 closed out, a net change of +6 holders.
  • The largest Forrester Research buyer in Q2 2016 was Wellington Management Group, an estimated $1.67M added.
  • The largest Forrester Research seller in Q2 2016 was American Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2016.