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Forrester Research

98 hedge funds and large institutions have $444M invested in Forrester Research in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $450M → $444M (-$6.4M)

1% less funds holding

Funds holding: 9998 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
42
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$664K -$484K -13,668 -43%
FCBT
52
First Citizens Bank & Trust
North Carolina
$658K +$76.8K +2,168 +14%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$617K
BG
54
BlackRock Group
United Kingdom
$595K +$85.2K +2,407 +17%
First Trust Advisors
55
First Trust Advisors
Illinois
$588K +$234K +6,604 +70%
CS
56
Credit Suisse
Switzerland
$535K -$430K -12,134 -45%
Comerica Bank
57
Comerica Bank
Texas
$519K +$4.5K +127 +0.9%
Bank of America
58
Bank of America
North Carolina
$515K -$550K -15,535 -53%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$514K +$496K +14,000 New
SIM
60
Spark Investment Management
New York
$510K +$492K +13,900 New
TPSF
61
Texas Permanent School Fund
Texas
$503K -$45K -1,270 -8%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$487K -$74.8K -2,113 -14%
TC
63
TFS Capital
Pennsylvania
$472K -$399K -11,280 -47%
Millennium Management
64
Millennium Management
New York
$439K -$1.01M -28,525 -70%
ASRS
65
Arizona State Retirement System
Arizona
$426K -$10.6K -300 -3%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$423K +$153K +4,320 +60%
GKIM
67
GW&K Investment Management
Massachusetts
$385K +$40.7K +1,150 +12%
MAM
68
Martingale Asset Management
Massachusetts
$379K
AIG
69
American International Group
New York
$350K -$46.7K -1,320 -12%
US Bancorp
70
US Bancorp
Minnesota
$345K -$99.8K -2,817 -23%
Swiss National Bank
71
Swiss National Bank
Switzerland
$344K -$24.8K -700 -7%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$341K
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$319K -$24.8K -700 -7%
ProShare Advisors
74
ProShare Advisors
Maryland
$302K -$22.6K -637 -7%
First Eagle Investment Management
75
First Eagle Investment Management
New York
$294K

FORR Hedge Fund Activity: Q3 2013 in Review

98 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2013, worth a combined $444M — down 1.4% from $450M a quarter earlier.

Fund positioning in FORR was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $12.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.2M.

  • 98 institutional investors held Forrester Research (FORR) as of Q3 2013, down from 99 in Q2 2013.
  • Funds reported $444M of Forrester Research stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 7 funds opened new Forrester Research positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q3 2013 was Massachusetts Financial Services, an estimated $12.1M added.
  • The largest Forrester Research seller in Q3 2013 was T. Rowe Price Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2013.