We are live on ! Find out more
FORR icon

Forrester Research
FORR

95 hedge funds and large institutions have $399M invested in Forrester Research in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 91 → 95 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less capital invested

Capital invested by funds: $458M → $399M (-$59.5M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
Invesco
Invesco
Georgia
+$892K
3
EIP
Epoch Investment Partners
New York
+$837K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$837K
5
Citadel Advisors
Citadel Advisors
Florida
+$593K

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$18.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.45M
3
TA
Teachers Advisors
New York
-$4.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.85M
5
PAM
Panagora Asset Management
Massachusetts
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Amici Capital
New York
$179K +$186K +5,000 New
IMS
77
Index Management Solutions
Pennsylvania
$178K +$185K +4,963 New
Citigroup
78
Citigroup
New York
$133K -$28.1K -756 -17%
OA
79
OFI Advisors
Pennsylvania
$124K +$10.2K +275 +9%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$118K – – –
PI
81
PineBridge Investments
New York
$111K -$11.4K -307 -9%
MERSOM
82
Municipal Employees' Retirement System of Michigan
Michigan
$111K +$115K +3,100 New
RFC
83
Russell Frank Company
Washington
$103K +$107K +2,882 New
MSA
84
Mason Street Advisors
Wisconsin
$55K -$17.2K -461 -23%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$18K -$81.2K -2,181 -81%
Barclays
86
Barclays
United Kingdom
$18K -$32.8K -881 -64%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$14K -$521 -14 -3%
BlackRock
88
BlackRock
New York
$14K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$12K -$39.7K -1,067 -76%
TCOV
90
Trust Company of Vermont
Vermont
$12K – – –
U
91
UBS
Switzerland
$9K -$60.2K -1,616 -86%
CTC
92
Central Trust Company
Missouri
$5K +$5.06K +136 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$2K +$1.64K +44 New
GAM
94
Gemmer Asset Management
California
$1K +$1K +27 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357 -$2.53K -68 -0.7%
Two Sigma Advisers
96
Two Sigma Advisers
New York
– -$852K -22,288 Closed
Jane Street
97
Jane Street
New York
– -$569K -14,870 Closed
SIM
98
Spark Investment Management
New York
– -$530K -13,900 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$325K -8,500 Closed
KCM
100
Kennedy Capital Management
Missouri
– -$265K -6,936 Closed
1 2 3
4
5

FORR Hedge Fund Activity: Q1 2014 in Review

95 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2014, worth a combined $399M — down 13% from $458M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Massachusetts Financial Services, cutting an estimated $18.6M.

  • 95 institutional investors held Forrester Research (FORR) as of Q1 2014, up from 91 in Q4 2013.
  • Funds reported $399M of Forrester Research stock for Q1 2014, down 13% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2014 and 7 closed out, a net change of +4 holders.
  • The largest Forrester Research buyer in Q1 2014 was Morgan Stanley, an estimated $1.64M added.
  • The largest Forrester Research seller in Q1 2014 was Massachusetts Financial Services, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2014.