We are live on ! Find out more
FORR icon

Forrester Research

98 hedge funds and large institutions have $444M invested in Forrester Research in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $450M → $444M (-$6.4M)

1% less funds holding

Funds holding: 9998 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
42
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$289K +$103K +2,900 +59%
BA
77
BlackRock Advisors
Delaware
$276K -$2.98K -84 -1%
Barclays
78
Barclays
United Kingdom
$275K -$91.1K -2,572 -25%
CAM
79
Capstone Asset Management
Texas
$273K +$1.77K +50 +0.7%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$252K +$8.14K +230 +3%
PA
81
Profund Advisors
Maryland
$213K +$205K +5,793 New
AG
82
Aperio Group
California
$207K +$200K +5,637 New
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$121K -$63.7K -1,800 -35%
OA
84
OFI Advisors
Pennsylvania
$102K +$13.5K +382 +16%
TRCT
85
Tower Research Capital (TRC)
New York
$86K +$49.2K +1,389 +145%
MSA
86
Mason Street Advisors
Wisconsin
$70K +$1.84K +52 +3%
KBC Group
87
KBC Group
Belgium
$61K -$206K -5,825 -78%
PI
88
PineBridge Investments
New York
$53K
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$52K +$23.5K +663 +87%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$37K -$28.3K -800 -44%
CCMH
91
Cornerstone Capital Management Holdings
New York
$22K +$21.2K +600 New
Citigroup
92
Citigroup
New York
$19K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$17K +$16K +451 New
BlackRock
94
BlackRock
New York
$15K
TCOV
95
Trust Company of Vermont
Vermont
$12K
U
96
UBS
Switzerland
$7K -$132K -3,726 -95%
RFC
97
Russell Frank Company
Washington
$3K -$229K -6,458 -99%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$356 -$6.16K -174 -2%
WMSA
99
Weiss Multi-Strategy Advisers
New York
-$4.96M -135,200 Closed
SFM
100
Systematic Financial Management
New Jersey
-$1.53M -41,810 Closed

FORR Hedge Fund Activity: Q3 2013 in Review

98 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2013, worth a combined $444M — down 1.4% from $450M a quarter earlier.

Fund positioning in FORR was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $12.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.2M.

  • 98 institutional investors held Forrester Research (FORR) as of Q3 2013, down from 99 in Q2 2013.
  • Funds reported $444M of Forrester Research stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 7 funds opened new Forrester Research positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q3 2013 was Massachusetts Financial Services, an estimated $12.1M added.
  • The largest Forrester Research seller in Q3 2013 was T. Rowe Price Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2013.