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Forrester Research
FORR

115 hedge funds and large institutions have $506M invested in Forrester Research in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $464M → $506M (+$42.3M)

0.45% less ownership

Funds ownership: 61.52% → 61.07% (-0.45%)

3% less funds holding

Funds holding: 119 → 115 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

85% less call options, than puts

Call options by funds: $225K | Put options by funds: $1.5M

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
33
Closed
14
Calls
$225K
Puts
$1.5M
Net Calls
-$1.28M
Net Calls Change
-$416K

Top Buyers

1
AAM
ACK Asset Management
Connecticut
+$5.45M
2
BlackRock
BlackRock
New York
+$4.36M
3
Millennium Management
Millennium Management
New York
+$1.54M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.31M
5
State Street
State Street
Massachusetts
+$1.04M

Top Sellers

1
BP
Ballentine Partners
Massachusetts
-$9.37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.62M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.82M
4
Victory Capital Management
Victory Capital Management
Texas
-$1.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.97M +$113K +2,448 +6%
MAM
27
Martingale Asset Management
Massachusetts
$1.94M +$46K +1,000 +2%
CIA
28
Capital Impact Advisors
Massachusetts
$1.93M – – –
Millennium Management
29
Millennium Management
New York
$1.78M +$1.54M +33,463 +636%
RA
30
Royce & Associates
New York
$1.75M – – –
TD Asset Management
31
TD Asset Management
Ontario, Canada
$1.74M +$230K +5,000 +15%
Wells Fargo
32
Wells Fargo
California
$1.56M +$93.1K +2,025 +6%
Deutsche Bank
33
Deutsche Bank
Germany
$1.37M -$449K -9,768 -25%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.34M -$133K -2,900 -9%
BG
35
Bahl & Gaynor
Ohio
$1.24M +$32.4K +705 +3%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.12M -$27.2K -591 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.04M +$97.4K +2,118 +10%
Barclays
38
Barclays
United Kingdom
$972K +$681K +14,809 +233%
TCIM
39
TIAA CREF Investment Management
New York
$953K -$77.8K -1,692 -8%
TA
40
Teachers Advisors
New York
$882K -$7.4K -161 -0.8%
Prudential Financial
41
Prudential Financial
New Jersey
$795K +$15.6K +340 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$792K – – –
SGI
43
Summit Global Investments
Utah
$748K +$55.2K +1,200 +8%
SO
44
STRS Ohio
Ohio
$735K -$105K -2,286 -12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$725K +$4.78K +104 +0.7%
Bessemer Group
46
Bessemer Group
New Jersey
$698K +$9.19K +200 +1%
ASRS
47
Arizona State Retirement System
Arizona
$674K +$12.8K +279 +2%
Canada Life
48
Canada Life
Manitoba, Canada
$648K – – –
SRAM
49
Stone Ridge Asset Management
New York
$648K – – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$615K – – –
1
2
3 4 5

FORR Hedge Fund Activity: Q3 2018 in Review

115 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2018, worth a combined $506M — up 9.1% from $464M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FORR and 11 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was ACK Asset Management, adding an estimated $5.45M. The largest seller was Ballentine Partners, cutting an estimated $9.37M.

  • 115 institutional investors held Forrester Research (FORR) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $506M of Forrester Research stock for Q3 2018, up 9.1% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q3 2018 and 14 closed out, a net change of -3 holders.
  • The largest Forrester Research buyer in Q3 2018 was ACK Asset Management, an estimated $5.45M added.
  • The largest Forrester Research seller in Q3 2018 was Ballentine Partners, an estimated $9.37M sold.

Based on aggregated 13F filings for Q3 2018.