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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $362M → $348M (-$14.4M)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

1% less funds holding

Funds holding: 9897 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $465K

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% 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
6
Increased
37
Reduced
39
Closed
7
Calls
Puts
$465K
Net Calls
-$465K
Net Calls Change
-$465K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$483K
Bank of America
52
Bank of America
North Carolina
$467K +$326K +9,228 +248%
Swiss National Bank
53
Swiss National Bank
Switzerland
$405K
SIM
54
Spark Investment Management
New York
$399K
CS
55
Credit Suisse
Switzerland
$390K +$42.5K +1,203 +12%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$388K +$22.4K +635 +6%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$371K
MAM
58
Martingale Asset Management
Massachusetts
$354K -$10.6K -300 -3%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$342K
TPSF
60
Texas Permanent School Fund
Texas
$331K -$19.5K -552 -6%
AAM
61
Azzad Asset Management
Virginia
$324K -$14.8K -419 -4%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$306K
AG
63
Aperio Group
California
$300K +$33.7K +953 +13%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$297K -$33.1K -937 -10%
AIG
65
American International Group
New York
$260K -$34.3K -971 -12%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$248K
Goldman Sachs
67
Goldman Sachs
New York
$246K -$160K -4,524 -40%
CIA
68
Capital Impact Advisors
Massachusetts
$241K
AQR Capital Management
69
AQR Capital Management
Connecticut
$212K +$208K +5,892 New
GWM
70
Greenwich Wealth Management
Connecticut
$211K +$7.07K +200 +4%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$209K +$206K +5,816 New
First Trust Advisors
72
First Trust Advisors
Illinois
$204K -$177 -5 -0.1%
OA
73
OFI Advisors
Pennsylvania
$185K +$13.8K +389 +8%
Citigroup
74
Citigroup
New York
$175K -$40.6K -1,149 -19%
Morgan Stanley
75
Morgan Stanley
New York
$174K -$1.51M -42,745 -90%

FORR Hedge Fund Activity: Q2 2015 in Review

97 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2015, worth a combined $348M — down 4% from $362M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 37 added.

The largest buyer was P2 Capital Partners, adding an estimated $1.7M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.

  • 97 institutional investors held Forrester Research (FORR) as of Q2 2015, down from 98 in Q1 2015.
  • Funds reported $348M of Forrester Research stock for Q2 2015, down 4% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q2 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q2 2015 was P2 Capital Partners, an estimated $1.7M added.
  • The largest Forrester Research seller in Q2 2015 was Wellington Management Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2015.