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Forrester Research
FORR

Overview Fund Activity

95 hedge funds and large institutions have $399M invested in Forrester Research in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06M
2
Invesco
2
Invesco
Georgia
$2.42M
3
EIP
3
Epoch Investment Partners
New York
$19M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$570K

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$6.55M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$94.3M
3
TA
3
Teachers Advisors
New York
$718K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.02M
5
PAM
5
Panagora Asset Management
Massachusetts
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
51
Texas Permanent School Fund
Texas
$457K 12,761 -541 -4%
Comerica Bank
52
Comerica Bank
Texas
$451K 12,572 -612 -5%
US Bancorp
53
US Bancorp
Minnesota
$434K 12,099 +1,431 +13%
Swiss National Bank
54
Swiss National Bank
Switzerland
$428K 11,950 +2,600 +28%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$409K 11,400 -2,600 -19%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$399K 11,162 +100 +0.9%
Bank of America
57
Bank of America
North Carolina
$390K 10,870 -2,828 -21%
MAM
58
Martingale Asset Management
Massachusetts
$370K 10,302 – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$369K 10,300 – –
AIG
60
American International Group
New York
$352K 9,816 +264 +3%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$341K 9,500 – –
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$332K 9,268 – –
ASRS
63
Arizona State Retirement System
Arizona
$312K 8,704 -1,300 -13%
Deutsche Bank
64
Deutsche Bank
Germany
$308K 8,631 +3,092 +56%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$307K 8,559 -19,823 -70%
CS
66
Credit Suisse
Switzerland
$306K 8,528 -2,070 -20%
BA
67
BlackRock Advisors
Delaware
$295K 8,239 +169 +2%
First Eagle Investment Management
68
First Eagle Investment Management
New York
$287K 8,000 – –
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$272K 7,594 -600 -7%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$242K 6,739 -365 -5%
GT
71
Glenmede Trust
Pennsylvania
$235K 6,560 +6,560 New
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$228K 6,346 +263 +4%
KBC Group
73
KBC Group
Belgium
$226K 6,296 -1,594 -20%
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$212K 5,900 +100 +2%
AG
75
Aperio Group
California
$209K 5,831 +5,831 New
1 2
3
4 5