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Forrester Research

94 hedge funds and large institutions have $273M invested in Forrester Research in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 36 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)

2% less funds holding

Funds holding: 9694 (-2)

10% less capital invested

Capital invested by funds: $303M → $273M (-$30.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

53% less call options, than puts

Call options by funds: $312K | Put options by funds: $658K

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
30
Reduced
36
Closed
7
Calls
$312K
Puts
$658K
Net Calls
-$346K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$309K -$268K -8,595 -44%
TC
52
TFS Capital
Pennsylvania
$285K -$99.5K -3,191 -24%
CS
53
Credit Suisse
Switzerland
$284K +$12.8K +412 +4%
Comerica Bank
54
Comerica Bank
Texas
$282K -$1.62K -52 -0.5%
Citigroup
55
Citigroup
New York
$279K +$181K +5,796 +145%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$276K
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$271K +$935 +30 +0.3%
MAM
58
Martingale Asset Management
Massachusetts
$263K
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$262K
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$242K +$265K +8,500 New
TPSF
61
Texas Permanent School Fund
Texas
$235K -$998 -32 -0.4%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$235K
GAM
63
Gotham Asset Management
New York
$207K -$52K -1,667 -19%
AIG
64
American International Group
New York
$206K +$2K +64 +0.9%
CIA
65
Capital Impact Advisors
Massachusetts
$191K
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$184K -$5.8K -186 -3%
BA
67
BlackRock Advisors
Delaware
$134K -$57.6K -1,848 -28%
PCM
68
Prelude Capital Management
New York
$111K +$31.2K +1,000 +34%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$94K
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$89K -$8.95K -287 -8%
Wells Fargo
71
Wells Fargo
California
$83K -$1.05M -33,736 -92%
US Bancorp
72
US Bancorp
Minnesota
$74K -$374K -11,990 -82%
Bank of America
73
Bank of America
North Carolina
$64K -$103K -3,300 -59%
KBC Group
74
KBC Group
Belgium
$59K -$9.32K -299 -13%
MERSOM
75
Municipal Employees' Retirement System of Michigan
Michigan
$58K -$1.25K -40 -2%

FORR Hedge Fund Activity: Q4 2015 in Review

94 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2015, worth a combined $273M — down 10% from $303M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $3.74M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $6.97M sold.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2015, down from 96 in Q3 2015.
  • Funds reported $273M of Forrester Research stock for Q4 2015, down 10% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q4 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q4 2015 was Fidelity Investments, an estimated $3.74M added.
  • The largest Forrester Research seller in Q4 2015 was Kayne Anderson Rudnick Investment Management, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2015.