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Forrester Research
FORR

116 hedge funds and large institutions have $386M invested in Forrester Research in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

14% more funds holding

Funds holding: 102 → 116 (+14)

11% more capital invested

Capital invested by funds: $348M → $386M (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
American Capital Management
New York
+$16.5M
2
Norges Bank
Norges Bank
Norway
+$2.43M
3
BFA
BlackRock Fund Advisors
California
+$2.09M
4
Millennium Management
Millennium Management
New York
+$2.07M
5
Invesco
Invesco
Georgia
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$15.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.89M
3
NFA
Nationwide Fund Advisors
Ohio
-$1.22M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$821K
5
BCM
Bridgeway Capital Management
Texas
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
Rational Advisors
New York
$619K – – –
CS
52
Credit Suisse
Switzerland
$613K +$75.1K +1,896 +14%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$589K +$32.1K +810 +6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$578K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$547K -$67.3K -1,700 -11%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$521K – – –
EA
57
Emerald Acquisition
Washington
$511K -$246K -6,202 -32%
WI
58
WBI Investments
New Jersey
$495K +$504K +12,715 New
Canada Life
59
Canada Life
Manitoba, Canada
$480K +$24.4K +617 +5%
KBC Group
60
KBC Group
Belgium
$474K +$198K +4,995 +69%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$463K – – –
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$455K – – –
DTL
63
Dynamic Technology Lab
Singapore
$444K +$452K +11,412 New
NI
64
Numeric Investors
Massachusetts
$412K +$420K +10,600 New
Comerica Bank
65
Comerica Bank
Texas
$386K +$3.13K +79 +0.8%
VKH
66
Virtu KCG Holdings
New York
$383K +$390K +9,844 New
Goldman Sachs
67
Goldman Sachs
New York
$378K +$103K +2,593 +36%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$371K – – –
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$339K – – –
Legal & General Group
70
Legal & General Group
United Kingdom
$339K +$270K +6,808 +353%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$322K – – –
GCP
72
GSA Capital Partners
United Kingdom
$322K +$328K +8,285 New
TPSF
73
Texas Permanent School Fund
Texas
$294K -$2.61K -66 -0.9%
Citigroup
74
Citigroup
New York
$289K +$99.7K +2,518 +51%
AIG
75
American International Group
New York
$287K -$554 -14 -0.2%
1 2
3
4 5

FORR Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2016, worth a combined $386M — up 11% from $348M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FORR positions and 4 closed out — a net gain of 14 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was American Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Epoch Investment Partners, cutting an estimated $15.2M.

  • 116 institutional investors held Forrester Research (FORR) as of Q3 2016, up from 102 in Q2 2016.
  • Funds reported $386M of Forrester Research stock for Q3 2016, up 11% quarter-over-quarter.
  • 18 funds opened new Forrester Research positions in Q3 2016 and 4 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q3 2016 was American Capital Management, an estimated $16.5M added.
  • The largest Forrester Research seller in Q3 2016 was Epoch Investment Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.