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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
41
Closed
15
Calls
$1.67M
Puts
$2.43M
Net Calls
-$758K
Net Calls Change
-$335K

Top Buyers

1
RA
1
Royce & Associates
New York
$10.2M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$8.27M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$30.3M
4
BlackRock
4
BlackRock
New York
$72M
5
OPCM
5
Osborne Partners Capital Management
California
$2.03M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.43M
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$2.86M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.68M 64,205 +1,431 +2%
Ameriprise
27
Ameriprise
Minnesota
$2.27M 54,315 -1,250 -2%
Goldman Sachs
28
Goldman Sachs
New York
$2.25M 54,064 +25,570 +90%
Wells Fargo
29
Wells Fargo
California
$2.19M 52,607 -16 -0%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.05M 49,159 +18,265 +59%
OPCM
31
Osborne Partners Capital Management
California
$2.03M 48,735 +48,735 New
PPA
32
Parametric Portfolio Associates
Washington
$1.8M 43,064 +15,508 +56%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$1.79M 42,989 -10,447 -20%
Squarepoint
34
Squarepoint
New York
$1.78M 42,774 +4,951 +13%
WA
35
Wasatch Advisors
Utah
$1.55M 37,160 +37,160 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.41M 33,911 +2,195 +7%
WSL
37
Western Standard LLC
California
$1.35M 32,300 +32,300 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.3M 31,243 -25,374 -45%
Bank of America
39
Bank of America
North Carolina
$1.25M 29,854 -6,332 -17%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.21M 28,921 +2,188 +8%
MAM
41
Martingale Asset Management
Massachusetts
$1.2M 28,700 -8,804 -23%
SIM
42
Spark Investment Management
New York
$1.05M 25,158 – –
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$991K 23,763 -2,600 -10%
Axa
44
Axa
France
$892K 21,391 +6,840 +47%
Swiss National Bank
45
Swiss National Bank
Switzerland
$890K 21,350 +1,000 +5%
Prudential Financial
46
Prudential Financial
New Jersey
$851K 20,399 +3,270 +19%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$788K 18,892 -9,000 -32%
Barclays
48
Barclays
United Kingdom
$772K 18,525 +7,741 +72%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$750K 18,015 -100 -0.6%
Invesco
50
Invesco
Georgia
$741K 17,764 -15,192 -46%
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