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Forrester Research
FORR

127 hedge funds and large institutions have $435M invested in Forrester Research in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

55.56% more ownership

Funds ownership: 0% → 55.56% (+56%)

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

13% more capital invested

Capital invested by funds: $386M → $435M (+$49.1M)

9% more funds holding

Funds holding: 116 → 127 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.46M
2
BFA
BlackRock Fund Advisors
California
+$3.32M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.72M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$1.32M
5
Goldman Sachs
Goldman Sachs
New York
+$1.29M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$5.22M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.95M
3
Millennium Management
Millennium Management
New York
-$1.23M
4
MAM
Martingale Asset Management
Massachusetts
-$1.15M
5
SIM
Spark Investment Management
New York
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
Rational Advisors
New York
$683K – – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$667K +$15.5K +390 +3%
Citadel Advisors
53
Citadel Advisors
Florida
$661K -$554K -13,935 -48%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$648K +$600K +15,077 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$638K – – –
AllianceBernstein
56
AllianceBernstein
Tennessee
$604K – – –
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$575K – – –
CS
58
Credit Suisse
Switzerland
$545K -$122K -3,075 -19%
Canada Life
59
Canada Life
Manitoba, Canada
$531K – – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$511K – – –
FMT
61
First Mercantile Trust
Tennessee
$484K +$449K +11,280 New
CI
62
Cigna Investments
Connecticut
$463K +$429K +10,790 New
BG
63
Bahl & Gaynor
Ohio
$459K +$424K +10,665 New
FQ
64
First Quadrant
California
$446K -$280K -7,030 -40%
Comerica Bank
65
Comerica Bank
Texas
$445K +$22.3K +560 +6%
MAM
66
Martingale Asset Management
Massachusetts
$443K -$1.15M -28,804 -74%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$442K +$408K +10,252 New
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$409K – – –
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$374K – – –
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$356K – – –
HIMCH
71
Hartford Investment Management Co (HIMCO)
Connecticut
$353K +$327K +8,230 New
HHC
72
Hutchin Hill Capital
New York
$335K +$310K +7,800 New
Bank of America
73
Bank of America
North Carolina
$326K +$279K +7,018 +1,204%
Deutsche Bank
74
Deutsche Bank
Germany
$322K -$394K -9,914 -57%
GCP
75
GSA Capital Partners
United Kingdom
$321K -$32.6K -819 -10%
1 2
3
4 5

FORR Hedge Fund Activity: Q4 2016 in Review

127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2016, worth a combined $435M — up 13% from $386M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FORR positions and 7 closed out — a net gain of 13 holders — while 44 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.46M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $5.22M sold.

  • 127 institutional investors held Forrester Research (FORR) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $435M of Forrester Research stock for Q4 2016, up 13% quarter-over-quarter.
  • 20 funds opened new Forrester Research positions in Q4 2016 and 7 closed out, a net change of +13 holders.
  • The largest Forrester Research buyer in Q4 2016 was Wells Fargo, an estimated $3.46M added.
  • The largest Forrester Research seller in Q4 2016 was Epoch Investment Partners, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2016.