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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$20.9M
2
Invesco
2
Invesco
Georgia
$9.98M
3
Norges Bank
3
Norges Bank
Norway
$18.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.29M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$13.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.6M
3
PCP
3
P2 Capital Partners
New York
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$200K
5
Squarepoint
5
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.71M +$87.1K +2,081 +5%
RA
27
Royce & Associates
New York
$1.65M -$75.1K -1,793 -4%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.62M +$96.2K +2,300 +6%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.58M -$307K -7,336 -16%
Bank of America
30
Bank of America
North Carolina
$1.54M +$640K +15,289 +71%
TCIM
31
TIAA CREF Investment Management
New York
$1.53M +$96.4K +2,304 +7%
CIA
32
Capital Impact Advisors
Massachusetts
$1.25M +$75.6K +1,806 +6%
PPA
33
Parametric Portfolio Associates
Washington
$1.11M +$237K +5,663 +27%
Citadel Advisors
34
Citadel Advisors
Florida
$1.01M -$275K -6,575 -21%
BG
35
Bahl & Gaynor
Ohio
$992K +$157K +3,750 +19%
GC
36
Guggenheim Capital
Illinois
$906K +$65.9K +1,575 +8%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$898K +$20.5K +490 +2%
Prudential Financial
38
Prudential Financial
New Jersey
$879K -$2.51K -60 -0.3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$794K – – –
Bessemer Group
40
Bessemer Group
New Jersey
$774K +$41.8K +1,000 +6%
Legal & General Group
41
Legal & General Group
United Kingdom
$736K -$14.6K -350 -2%
TA
42
Teachers Advisors
New York
$732K – – –
SO
43
STRS Ohio
Ohio
$719K – – –
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$691K +$193K +4,600 +39%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$678K -$66.8K -1,595 -9%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$644K +$59.8K +1,426 +10%
Swiss National Bank
47
Swiss National Bank
Switzerland
$621K – – –
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$561K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$530K -$41.9K -1,000 -7%
Canada Life
50
Canada Life
Manitoba, Canada
$527K -$50.4K -1,202 -9%
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