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Forrester Research
FORR

127 hedge funds and large institutions have $435M invested in Forrester Research in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

55.56% more ownership

Funds ownership: 0% → 55.56% (+56%)

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

13% more capital invested

Capital invested by funds: $386M → $435M (+$49.1M)

9% more funds holding

Funds holding: 116 → 127 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.46M
2
BFA
BlackRock Fund Advisors
California
+$3.32M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.72M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$1.32M
5
Goldman Sachs
Goldman Sachs
New York
+$1.29M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$5.22M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.95M
3
Millennium Management
Millennium Management
New York
-$1.23M
4
MAM
Martingale Asset Management
Massachusetts
-$1.15M
5
SIM
Spark Investment Management
New York
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.81M +$1.29M +32,454 +334%
RA
27
Royce & Associates
New York
$1.77M -$59.6K -1,500 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.69M +$731K +18,392 +88%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.64M +$208K +5,228 +16%
Charles Schwab
30
Charles Schwab
California
$1.59M +$55.1K +1,386 +4%
TCIM
31
TIAA CREF Investment Management
New York
$1.39M -$56.7K -1,426 -4%
Millennium Management
32
Millennium Management
New York
$1.21M -$1.23M -30,845 -52%
BG
33
BlackRock Group
United Kingdom
$1.12M +$291K +7,321 +39%
CIA
34
Capital Impact Advisors
Massachusetts
$1.05M – – –
Prudential Financial
35
Prudential Financial
New Jersey
$1.04M +$52.5K +1,320 +6%
GC
36
Guggenheim Capital
Illinois
$1.01M +$932K +23,434 New
PPA
37
Parametric Portfolio Associates
Washington
$941K -$9.7K -244 -1%
CCM
38
Cadence Capital Management
Massachusetts
$930K +$20.8K +522 +2%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$913K -$37.8K -950 -4%
Citigroup
40
Citigroup
New York
$904K +$541K +13,614 +183%
NI
41
Numeric Investors
Massachusetts
$889K +$402K +10,109 +95%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$880K -$19.9K -500 -2%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$784K -$21.5K -541 -3%
MC
44
Menta Capital
California
$783K -$343K -8,622 -32%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$749K +$694K +17,440 New
KBC Group
46
KBC Group
Belgium
$741K +$201K +5,055 +41%
SO
47
STRS Ohio
Ohio
$717K -$11.9K -300 -2%
WI
48
WBI Investments
New Jersey
$716K +$157K +3,949 +31%
Legal & General Group
49
Legal & General Group
United Kingdom
$711K +$310K +7,794 +89%
TA
50
Teachers Advisors
New York
$697K – – –
1
2
3 4 5

FORR Hedge Fund Activity: Q4 2016 in Review

127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2016, worth a combined $435M — up 13% from $386M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FORR positions and 7 closed out — a net gain of 13 holders — while 44 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.46M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $5.22M sold.

  • 127 institutional investors held Forrester Research (FORR) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $435M of Forrester Research stock for Q4 2016, up 13% quarter-over-quarter.
  • 20 funds opened new Forrester Research positions in Q4 2016 and 7 closed out, a net change of +13 holders.
  • The largest Forrester Research buyer in Q4 2016 was Wells Fargo, an estimated $3.46M added.
  • The largest Forrester Research seller in Q4 2016 was Epoch Investment Partners, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2016.