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Forrester Research
FORR

Overview Fund Activity

97 hedge funds and large institutions have $348M invested in Forrester Research in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
37
Reduced
39
Closed
7
Calls
–
Puts
$465K
Net Calls
-$465K
Net Calls Change
-$465K

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$35M
2
Norges Bank
2
Norges Bank
Norway
$7.01M
3
EIP
3
Epoch Investment Partners
New York
$17.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.58M
5
HRCM
5
Hawk Ridge Capital Management
California
$754K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$174K
3
BIT
3
BlackRock Institutional Trust
California
$10.3M
4
UBS Group
4
UBS Group
Switzerland
$3K
5
KBC Group
5
KBC Group
Belgium
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$483K 13,397 – –
Bank of America
52
Bank of America
North Carolina
$467K 12,955 +9,228 +248%
Swiss National Bank
53
Swiss National Bank
Switzerland
$405K 11,250 – –
SIM
54
Spark Investment Management
New York
$399K 11,100 – –
CS
55
Credit Suisse
Switzerland
$390K 10,828 +1,203 +12%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$388K 10,767 +635 +6%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$371K 10,300 – –
MAM
58
Martingale Asset Management
Massachusetts
$354K 9,804 -300 -3%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$342K 9,500 – –
TPSF
60
Texas Permanent School Fund
Texas
$331K 9,202 -552 -6%
AAM
61
Azzad Asset Management
Virginia
$324K 8,999 -419 -4%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$306K 8,500 – –
AG
63
Aperio Group
California
$300K 8,341 +953 +13%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$297K 8,237 -937 -10%
AIG
65
American International Group
New York
$260K 7,209 -971 -12%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$248K 6,875 – –
Goldman Sachs
67
Goldman Sachs
New York
$246K 6,841 -4,524 -40%
CIA
68
Capital Impact Advisors
Massachusetts
$241K 6,700 – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$212K 5,892 +5,892 New
GWM
70
Greenwich Wealth Management
Connecticut
$211K 5,850 +200 +4%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$209K 5,816 +5,816 New
First Trust Advisors
72
First Trust Advisors
Illinois
$204K 5,651 -5 -0.1%
OA
73
OFI Advisors
Pennsylvania
$185K 5,145 +389 +8%
Citigroup
74
Citigroup
New York
$175K 4,851 -1,149 -19%
Morgan Stanley
75
Morgan Stanley
New York
$174K 4,821 -42,745 -90%
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