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Forrester Research
FORR

Overview Fund Activity

119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
52
Reduced
36
Closed
9
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$31K

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$10.4M
2
Millennium Management
2
Millennium Management
New York
$5.55M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$80M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.6M
5
Norges Bank
5
Norges Bank
Norway
$12.8M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$591K
2
Invesco
2
Invesco
Georgia
$2.29M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$166K
4
MC
4
Menta Capital
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$1.62M – – –
Charles Schwab
27
Charles Schwab
California
$1.52M +$6.7K +171 +0.4%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.43M +$450K +11,500 +46%
TCIM
29
TIAA CREF Investment Management
New York
$1.34M +$205K +5,244 +18%
Citadel Advisors
30
Citadel Advisors
Florida
$1.21M -$85.7K -2,188 -7%
Goldman Sachs
31
Goldman Sachs
New York
$1.14M -$249K -6,360 -18%
CIA
32
Capital Impact Advisors
Massachusetts
$1.1M -$421K -10,755 -28%
Bank of America
33
Bank of America
North Carolina
$844K +$205K +5,240 +32%
Prudential Financial
34
Prudential Financial
New Jersey
$825K -$14.9K -380 -2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$821K -$2.47K -63 -0.3%
PPA
36
Parametric Portfolio Associates
Washington
$819K +$105K +2,668 +15%
GC
37
Guggenheim Capital
Illinois
$786K -$41K -1,048 -5%
BG
38
Bahl & Gaynor
Ohio
$782K +$69.6K +1,775 +10%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$743K +$28.2K +720 +4%
Legal & General Group
40
Legal & General Group
United Kingdom
$702K +$58.6K +1,499 +9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$697K -$70.5K -1,800 -9%
TA
42
Teachers Advisors
New York
$685K +$21K +536 +3%
Bessemer Group
43
Bessemer Group
New Jersey
$685K +$434K +11,100 +173%
SO
44
STRS Ohio
Ohio
$673K +$19.6K +500 +3%
Victory Capital Management
45
Victory Capital Management
Texas
$659K +$49.3K +1,261 +8%
Citigroup
46
Citigroup
New York
$647K +$46.6K +1,188 +8%
PCP
47
P2 Capital Partners
New York
$591K -$25.9M -660,838 -98%
Swiss National Bank
48
Swiss National Bank
Switzerland
$581K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$551K +$452K +11,589 +456%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$545K -$202K -5,149 -27%
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