FORR icon

Forrester Research
FORR

Overview Fund Activity

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.

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
$1.51M
Net Calls
-$1.28M
Net Calls Change
-$416K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$8.89M
2
BlackRock
2
BlackRock
New York
$68.2M
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$22.7M
5
State Street
5
State Street
Massachusetts
$13.3M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$25.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$263K
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$1.97M 42,844 +2,448 +6%
MAM
27
Martingale Asset Management
Massachusetts
$1.94M 42,304 +1,000 +2%
CIA
28
Capital Impact Advisors
Massachusetts
$1.93M 42,002 – –
Millennium Management
29
Millennium Management
New York
$1.78M 38,724 +33,463 +636%
RA
30
Royce & Associates
New York
$1.75M 38,157 – –
TD Asset Management
31
TD Asset Management
Ontario, Canada
$1.74M 37,800 +5,000 +15%
Wells Fargo
32
Wells Fargo
California
$1.56M 34,048 +2,025 +6%
Deutsche Bank
33
Deutsche Bank
Germany
$1.37M 29,779 -9,768 -25%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.34M 29,165 -2,900 -9%
BG
35
Bahl & Gaynor
Ohio
$1.24M 26,960 +705 +3%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.12M 24,311 -591 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.04M 22,691 +2,118 +10%
Barclays
38
Barclays
United Kingdom
$972K 21,175 +14,809 +233%
TCIM
39
TIAA CREF Investment Management
New York
$953K 20,760 -1,692 -8%
TA
40
Teachers Advisors
New York
$882K 19,222 -161 -0.8%
Prudential Financial
41
Prudential Financial
New Jersey
$795K 17,312 +340 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$792K 17,250 – –
SGI
43
Summit Global Investments
Utah
$748K 16,300 +1,200 +8%
SO
44
STRS Ohio
Ohio
$735K 16,014 -2,286 -12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$725K 15,800 +104 +0.7%
Bessemer Group
46
Bessemer Group
New Jersey
$698K 15,200 +200 +1%
ASRS
47
Arizona State Retirement System
Arizona
$674K 14,683 +279 +2%
Canada Life
48
Canada Life
Manitoba, Canada
$648K 14,133 – –
SRAM
49
Stone Ridge Asset Management
New York
$648K 14,125 – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$615K 13,397 – –
1
2
3 4 5