We are live on ! Find out more
FORR icon

Forrester Research
FORR

98 hedge funds and large institutions have $362M invested in Forrester Research in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

4% more funds holding

Funds holding: 94 → 98 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $395M → $362M (-$33.5M)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.62M
2
Morgan Stanley
Morgan Stanley
New York
+$1.49M
3
BFA
BlackRock Fund Advisors
California
+$1.31M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$980K

Top Sellers

Rank Fund Capital Flow
1
PCP
P2 Capital Partners
New York
-$9.29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.48M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.36M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$521K +$100K +2,667 +23%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$493K – – –
Goldman Sachs
53
Goldman Sachs
New York
$418K +$187K +4,999 +79%
Swiss National Bank
54
Swiss National Bank
Switzerland
$414K – – –
SIM
55
Spark Investment Management
New York
$408K +$416K +11,100 New
Comerica Bank
56
Comerica Bank
Texas
$398K -$393K -10,480 -49%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$379K – – –
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$373K +$90.5K +2,414 +31%
MAM
59
Martingale Asset Management
Massachusetts
$372K -$7.5K -200 -2%
TPSF
60
Texas Permanent School Fund
Texas
$359K -$2.96K -79 -0.8%
CS
61
Credit Suisse
Switzerland
$354K +$49.2K +1,313 +16%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$349K – – –
AAM
63
Azzad Asset Management
Virginia
$346K +$19.1K +509 +6%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$337K – – –
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$313K – – –
AIG
66
American International Group
New York
$301K +$1.61K +43 +0.5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$279K +$18.6K +497 +7%
AG
68
Aperio Group
California
$272K +$9K +240 +3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$253K – – –
CIA
70
Capital Impact Advisors
Massachusetts
$246K +$251K +6,700 New
CSS
71
Cubist Systematic Strategies
Connecticut
$234K +$239K +6,372 New
WCM
72
Wedge Capital Management
North Carolina
$223K +$228K +6,075 New
Citigroup
73
Citigroup
New York
$221K -$110K -2,944 -33%
First Trust Advisors
74
First Trust Advisors
Illinois
$208K -$1.02M -27,143 -83%
GWM
75
Greenwich Wealth Management
Connecticut
$208K +$212K +5,650 New
1 2
3
4 5

FORR Hedge Fund Activity: Q1 2015 in Review

98 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2015, worth a combined $362M — down 8.5% from $395M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.62M. The largest seller was P2 Capital Partners, cutting an estimated $9.29M.

  • 98 institutional investors held Forrester Research (FORR) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $362M of Forrester Research stock for Q1 2015, down 8.5% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2015 and 6 closed out, a net change of +5 holders.
  • The largest Forrester Research buyer in Q1 2015 was Renaissance Technologies, an estimated $2.62M added.
  • The largest Forrester Research seller in Q1 2015 was P2 Capital Partners, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2015.