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Forrester Research
FORR

Overview Fund Activity

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.

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

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.75M
3
BFA
3
BlackRock Fund Advisors
California
$23.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.08M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.4M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$33.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$82.5M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.91M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$208K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$521K 14,148 +2,667 +23%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$493K 13,397 – –
Goldman Sachs
53
Goldman Sachs
New York
$418K 11,365 +4,999 +79%
Swiss National Bank
54
Swiss National Bank
Switzerland
$414K 11,250 – –
SIM
55
Spark Investment Management
New York
$408K 11,100 +11,100 New
Comerica Bank
56
Comerica Bank
Texas
$398K 10,824 -10,480 -49%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$379K 10,300 – –
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$373K 10,132 +2,414 +31%
MAM
59
Martingale Asset Management
Massachusetts
$372K 10,104 -200 -2%
TPSF
60
Texas Permanent School Fund
Texas
$359K 9,754 -79 -0.8%
CS
61
Credit Suisse
Switzerland
$354K 9,625 +1,313 +16%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$349K 9,500 – –
AAM
63
Azzad Asset Management
Virginia
$346K 9,418 +509 +6%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$337K 9,174 – –
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$313K 8,500 – –
AIG
66
American International Group
New York
$301K 8,180 +43 +0.5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$279K 7,586 +497 +7%
AG
68
Aperio Group
California
$272K 7,388 +240 +3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$253K 6,875 – –
CIA
70
Capital Impact Advisors
Massachusetts
$246K 6,700 +6,700 New
CSS
71
Cubist Systematic Strategies
Connecticut
$234K 6,372 +6,372 New
WCM
72
Wedge Capital Management
North Carolina
$223K 6,075 +6,075 New
Citigroup
73
Citigroup
New York
$221K 6,000 -2,944 -33%
First Trust Advisors
74
First Trust Advisors
Illinois
$208K 5,656 -27,143 -83%
GWM
75
Greenwich Wealth Management
Connecticut
$208K 5,650 +5,650 New
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