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Forrester Research
FORR

122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.45% less ownership

Funds ownership: 55.56% → 54.1% (-1.5%)

4% less funds holding

Funds holding: 127 → 122 (-5)

11% less capital invested

Capital invested by funds: $435M → $389M (-$45.9M)

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
51
Reduced
35
Closed
9
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
+$246K

Top Buyers

1
BlackRock
BlackRock
New York
+$48.1M
2
Invesco
Invesco
Georgia
+$2.55M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$1.56M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.39M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.36M

Top Sellers

1
PCP
P2 Capital Partners
New York
-$17.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.46M
3
Morgan Stanley
Morgan Stanley
New York
-$1.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.38M
5
CCM
Cadence Capital Management
Massachusetts
-$930K
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
$533K – – –
CS
52
Credit Suisse
Switzerland
$519K +$13.8K +352 +3%
Canada Life
53
Canada Life
Manitoba, Canada
$491K – – –
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$473K +$39 +1 +0%
Comerica Bank
55
Comerica Bank
Texas
$446K +$18K +459 +4%
FMT
56
First Mercantile Trust
Tennessee
$442K -$6.68K -170 -2%
CI
57
Cigna Investments
Connecticut
$429K – – –
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$413K +$409K +10,400 New
FQ
59
First Quadrant
California
$412K – – –
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$405K +$57.9K +1,475 +17%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$379K – – –
Barclays
62
Barclays
United Kingdom
$368K +$248K +6,321 +216%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$346K -$60.7K -1,544 -15%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$329K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K +$37.9K +965 +14%
RA
66
Rational Advisors
New York
$314K -$314K -8,000 -50%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$309K +$305K +7,773 New
Squarepoint
68
Squarepoint
New York
$291K +$287K +7,309 New
TPSF
69
Texas Permanent School Fund
Texas
$288K -$2.16K -55 -0.8%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$275K – – –
O
71
OppenheimerFunds
New York
$270K +$80.5K +2,050 +43%
Tudor Investment Corp
72
Tudor Investment Corp
Connecticut
$267K +$24.8K +631 +10%
SCP
73
Seizert Capital Partners
Michigan
$258K – – –
Bessemer Group
74
Bessemer Group
New Jersey
$254K +$177K +4,500 +237%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$250K – – –
1 2
3
4 5

FORR Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2017, worth a combined $389M — down 11% from $435M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 9 closed out — a net gain of 1 holder — while 51 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $48.1M. The largest seller was P2 Capital Partners, cutting an estimated $17.7M.

  • 122 institutional investors held Forrester Research (FORR) as of Q1 2017, down from 127 in Q4 2016.
  • Funds reported $389M of Forrester Research stock for Q1 2017, down 11% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q1 2017 and 9 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2017 was BlackRock, an estimated $48.1M added.
  • The largest Forrester Research seller in Q1 2017 was P2 Capital Partners, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2017.