We are live on ! Find out more
FORR icon

Forrester Research

96 hedge funds and large institutions have $401M invested in Forrester Research in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 9596 (+1)

1% more capital invested

Capital invested by funds: $399M → $401M (+$2.77M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 51

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$214K -$7.1K -194 -3%
LSERS
77
Louisiana State Employees Retirement System
Louisiana
$212K -$11K -300 -5%
OA
78
OFI Advisors
Pennsylvania
$142K +$10.9K +298 +9%
Bank of America
79
Bank of America
North Carolina
$140K -$263K -7,178 -66%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$125K
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$117K
PI
82
PineBridge Investments
New York
$73K -$43K -1,176 -38%
MSA
83
Mason Street Advisors
Wisconsin
$57K -$1.1K -30 -2%
U
84
UBS
Switzerland
$57K +$45.9K +1,255 +488%
VFA
85
Virtus Fund Advisers
Connecticut
$35K +$34.1K +932 New
Citigroup
86
Citigroup
New York
$22K -$115K -3,138 -85%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$15K
BlackRock
88
BlackRock
New York
$13K -$1.57K -43 -11%
TCOV
89
Trust Company of Vermont
Vermont
$13K
Barclays
90
Barclays
United Kingdom
$8K -$10.7K -293 -58%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$5K -$13.9K -381 -76%
CTC
92
Central Trust Company
Missouri
$5K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$3.75K +$3.62K +99 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2K
NFG
95
Next Financial Group
Texas
$2K +$1.54K +42 New
GAM
96
Gemmer Asset Management
California
$1K
PP
97
Paloma Partners
Connecticut
-$661K -18,432 Closed
PAM
98
Panagora Asset Management
Massachusetts
-$461K -12,865 Closed
First Eagle Investment Management
99
First Eagle Investment Management
New York
-$287K -8,000 Closed
GT
100
Glenmede Trust
Pennsylvania
-$235K -6,560 Closed

FORR Hedge Fund Activity: Q2 2014 in Review

96 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2014, worth a combined $401M — up 0.69% from $399M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 51 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.41M. The largest seller was P2 Capital Partners, cutting an estimated $12.1M.

  • 96 institutional investors held Forrester Research (FORR) as of Q2 2014, up from 95 in Q1 2014.
  • Funds reported $401M of Forrester Research stock for Q2 2014, up 0.69% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q2 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q2 2014 was Norges Bank, an estimated $5.41M added.
  • The largest Forrester Research seller in Q2 2014 was P2 Capital Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2014.