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Forrester Research

95 hedge funds and large institutions have $376M invested in Forrester Research in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9695 (-1)

6% less capital invested

Capital invested by funds: $401M → $376M (-$25.1M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 49

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% 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
9
Increased
23
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$423K -$107K -2,796 -20%
QI
52
QS Investors
New York
$417K +$432K +11,300 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$415K -$26.8K -700 -6%
CS
54
Credit Suisse
Switzerland
$405K -$226K -5,912 -35%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$405K -$15.3K -400 -4%
Comerica Bank
56
Comerica Bank
Texas
$398K -$42.3K -1,104 -9%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$380K
MAM
58
Martingale Asset Management
Massachusetts
$380K +$77 +2 +0%
TPSF
59
Texas Permanent School Fund
Texas
$366K -$86.1K -2,250 -18%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$350K
AQR Capital Management
61
AQR Capital Management
Connecticut
$348K -$130K -3,396 -26%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$338K
NCCM
63
Nine Chapters Capital Management
New Jersey
$328K +$341K +8,900 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$322K -$181K -4,724 -35%
AAM
65
Azzad Asset Management
Virginia
$316K +$328K +8,579 New
AIG
66
American International Group
New York
$309K -$2.79K -73 -0.9%
KBC Group
67
KBC Group
Belgium
$289K -$78.4K -2,048 -21%
ASRS
68
Arizona State Retirement System
Arizona
$280K -$45.9K -1,200 -14%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$262K -$12.8K -334 -4%
CAM
70
Capstone Asset Management
Texas
$230K -$9.19K -240 -4%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$217K +$225K +5,888 New
Morgan Stanley
72
Morgan Stanley
New York
$213K -$292K -7,631 -57%
AG
73
Aperio Group
California
$208K +$383 +10 +0.2%
OA
74
OFI Advisors
Pennsylvania
$136K -$2.22K -58 -2%
Bank of America
75
Bank of America
North Carolina
$128K -$8.5K -222 -6%

FORR Hedge Fund Activity: Q3 2014 in Review

95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2014, worth a combined $376M — down 6.3% from $401M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FORR and 9 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $780K. The largest seller was Norges Bank, cutting an estimated $5.66M.

  • 95 institutional investors held Forrester Research (FORR) as of Q3 2014, down from 96 in Q2 2014.
  • Funds reported $376M of Forrester Research stock for Q3 2014, down 6.3% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q3 2014 and 10 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2014 was Citadel Advisors, an estimated $780K added.
  • The largest Forrester Research seller in Q3 2014 was Norges Bank, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2014.