We are live on ! Find out more
FORR icon

Forrester Research
FORR

116 hedge funds and large institutions have $386M invested in Forrester Research in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

14% more funds holding

Funds holding: 102 → 116 (+14)

11% more capital invested

Capital invested by funds: $348M → $386M (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
American Capital Management
New York
+$16.5M
2
Norges Bank
Norges Bank
Norway
+$2.43M
3
BFA
BlackRock Fund Advisors
California
+$2.09M
4
Millennium Management
Millennium Management
New York
+$2.07M
5
Invesco
Invesco
Georgia
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$15.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.89M
3
NFA
Nationwide Fund Advisors
Ohio
-$1.22M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$821K
5
BCM
Bridgeway Capital Management
Texas
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.76M +$76.2K +1,924 +4%
RA
27
Royce & Associates
New York
$1.67M – – –
MAM
28
Martingale Asset Management
Massachusetts
$1.52M +$1.18M +29,900 +325%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.45M +$692K +17,480 +89%
Charles Schwab
30
Charles Schwab
California
$1.39M +$48.5K +1,224 +4%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.28M +$513K +12,945 +65%
Citadel Advisors
32
Citadel Advisors
Florida
$1.14M +$569K +14,372 +96%
MC
33
Menta Capital
California
$1.04M +$475 +12 +0%
SIM
34
Spark Investment Management
New York
$995K +$269K +6,800 +36%
CIA
35
Capital Impact Advisors
Massachusetts
$953K – – –
Prudential Financial
36
Prudential Financial
New Jersey
$894K -$199K -5,020 -18%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$864K +$87.1K +2,200 +11%
PPA
38
Parametric Portfolio Associates
Washington
$862K -$304K -7,686 -26%
CCM
39
Cadence Capital Management
Massachusetts
$822K +$401K +10,128 +92%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$817K +$3.96K +100 +0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$817K +$673K +16,990 +423%
First Trust Advisors
42
First Trust Advisors
Illinois
$794K +$808K +20,409 New
BG
43
BlackRock Group
United Kingdom
$730K +$34.2K +864 +5%
NFA
44
Nationwide Fund Advisors
Ohio
$678K -$1.22M -30,712 -64%
Deutsche Bank
45
Deutsche Bank
Germany
$677K +$206K +5,199 +42%
FQ
46
First Quadrant
California
$677K +$689K +17,406 New
SO
47
STRS Ohio
Ohio
$661K -$35.6K -900 -5%
TA
48
Teachers Advisors
New York
$631K – – –
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$622K +$634K +16,000 New
Bessemer Group
50
Bessemer Group
New Jersey
$622K +$634K +16,000 New
1
2
3 4 5

FORR Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2016, worth a combined $386M — up 11% from $348M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FORR positions and 4 closed out — a net gain of 14 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was American Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Epoch Investment Partners, cutting an estimated $15.2M.

  • 116 institutional investors held Forrester Research (FORR) as of Q3 2016, up from 102 in Q2 2016.
  • Funds reported $386M of Forrester Research stock for Q3 2016, up 11% quarter-over-quarter.
  • 18 funds opened new Forrester Research positions in Q3 2016 and 4 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q3 2016 was American Capital Management, an estimated $16.5M added.
  • The largest Forrester Research seller in Q3 2016 was Epoch Investment Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.