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Forrester Research

94 hedge funds and large institutions have $395M invested in Forrester Research in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 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

5% more capital invested

Capital invested by funds: $376M → $395M (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9594 (-1)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$452K -$25.1K -632 -5%
Swiss National Bank
52
Swiss National Bank
Switzerland
$443K
JP Morgan Chase
53
JP Morgan Chase
New York
$440K -$10.3K -259 -2%
MAM
54
Martingale Asset Management
Massachusetts
$406K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$405K
TPSF
56
Texas Permanent School Fund
Texas
$387K -$3.73K -94 -0.9%
Bank of America
57
Bank of America
North Carolina
$379K +$245K +6,166 +178%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$374K
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$361K
Citigroup
60
Citigroup
New York
$352K +$321K +8,084 +940%
AAM
61
Azzad Asset Management
Virginia
$351K +$13.1K +330 +4%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$335K -$99.2K -2,500 -23%
CS
63
Credit Suisse
Switzerland
$328K -$106K -2,662 -24%
AIG
64
American International Group
New York
$320K -$9.84K -248 -3%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$304K -$39.9K -1,007 -12%
Morgan Stanley
66
Morgan Stanley
New York
$303K +$77.2K +1,946 +34%
ASRS
67
Arizona State Retirement System
Arizona
$299K
AG
68
Aperio Group
California
$281K +$59.5K +1,501 +27%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$279K +$281K +7,089 New
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$271K -$9.76K -246 -3%
BFM
71
Boothbay Fund Management
New York
$267K +$269K +6,782 New
Goldman Sachs
72
Goldman Sachs
New York
$251K +$253K +6,366 New
NCCM
73
Nine Chapters Capital Management
New Jersey
$224K -$127K -3,200 -36%
CAM
74
Capstone Asset Management
Texas
$220K -$25.8K -650 -10%
OA
75
OFI Advisors
Pennsylvania
$143K -$2.02K -51 -1%

FORR Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2014, worth a combined $395M — up 5.1% from $376M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.32M. The largest seller was Wellington Management Group, cutting an estimated $4.07M.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2014, down from 95 in Q3 2014.
  • Funds reported $395M of Forrester Research stock for Q4 2014, up 5.1% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $2.32M added.
  • The largest Forrester Research seller in Q4 2014 was Wellington Management Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2014.