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Forrester Research
FORR

96 hedge funds and large institutions have $401M invested in Forrester Research in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 95 → 96 (+1)

1% more capital invested

Capital invested by funds: $399M → $401M (+$2.77M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

59% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 51

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$5.41M
2
SFM
Systematic Financial Management
New Jersey
+$1.88M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$667K
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$616K
5
Deutsche Bank
Deutsche Bank
Germany
+$579K

Top Sellers

Rank Fund Capital Flow
1
PCP
P2 Capital Partners
New York
-$12.1M
2
BFA
BlackRock Fund Advisors
California
-$3.79M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.91M
4
Morgan Stanley
Morgan Stanley
New York
-$1.61M
5
EIP
Epoch Investment Partners
New York
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$508K -$1.61M -44,045 -77%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$507K -$319K -8,725 -39%
AQR Capital Management
53
AQR Capital Management
Connecticut
$486K -$523K -14,300 -53%
TPSF
54
Texas Permanent School Fund
Texas
$461K -$21.4K -584 -5%
US Bancorp
55
US Bancorp
Minnesota
$455K -$2.6K -71 -0.6%
GAM
56
Gotham Asset Management
New York
$454K -$390K -10,669 -47%
Swiss National Bank
57
Swiss National Bank
Switzerland
$453K – – –
Comerica Bank
58
Comerica Bank
Texas
$451K -$24.2K -662 -5%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$432K – – –
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$423K – – –
MAM
61
Martingale Asset Management
Massachusetts
$391K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$390K – – –
KBC Group
63
KBC Group
Belgium
$374K +$131K +3,583 +57%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$360K – – –
EMG
65
Ellington Management Group
Connecticut
$360K +$348K +9,500 New
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$348K -$3.44K -94 -1%
ASRS
67
Arizona State Retirement System
Arizona
$333K +$3.66K +100 +1%
AIG
68
American International Group
New York
$320K -$49.7K -1,358 -14%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$282K -$5.09K -139 -2%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276K -$96.9K -2,649 -27%
CA
71
Commerzbank Aktiengesellschaft
Germany
$271K +$262K +7,148 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$266K +$10.6K +290 +4%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$264K +$255K +6,978 New
CAM
74
Capstone Asset Management
Texas
$245K +$237K +6,473 New
ProShare Advisors
75
ProShare Advisors
Maryland
$220K -$263K -7,184 -55%
1 2
3
4 5

FORR Hedge Fund Activity: Q2 2014 in Review

96 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2014, worth a combined $401M — up 0.69% from $399M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 51 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.41M. The largest seller was P2 Capital Partners, cutting an estimated $12.1M.

  • 96 institutional investors held Forrester Research (FORR) as of Q2 2014, up from 95 in Q1 2014.
  • Funds reported $401M of Forrester Research stock for Q2 2014, up 0.69% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q2 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q2 2014 was Norges Bank, an estimated $5.41M added.
  • The largest Forrester Research seller in Q2 2014 was P2 Capital Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2014.