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Forrester Research
FORR

95 hedge funds and large institutions have $376M invested in Forrester Research in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 96 → 95 (-1)

6% less capital invested

Capital invested by funds: $401M → $376M (-$25.1M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 49

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% 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
9
Increased
23
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$780K
2
Renaissance Technologies
Renaissance Technologies
New York
+$750K
3
First Trust Advisors
First Trust Advisors
Illinois
+$720K
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$652K
5
ICAP
Independence Capital Asset Partners
Colorado
+$632K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$5.66M
2
BFA
BlackRock Fund Advisors
California
-$1.48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.25M
4
RA
Royce & Associates
New York
-$1.19M
5
Goldman Sachs
Goldman Sachs
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$122K – – –
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$114K – – –
PI
78
PineBridge Investments
New York
$97K +$28.1K +733 +38%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$83K -$183K -4,790 -68%
Legal & General Group
80
Legal & General Group
United Kingdom
$72K +$73.8K +1,928 New
TRCT
81
Tower Research Capital (TRC)
New York
$56K +$58.1K +1,519 New
MSA
82
Mason Street Advisors
Wisconsin
$50K -$5.66K -148 -10%
U
83
UBS
Switzerland
$37K -$19.6K -511 -34%
Citigroup
84
Citigroup
New York
$32K +$11K +288 +50%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$25K +$22.2K +580 +586%
GSC
86
Ground Swell Capital
South Carolina
$15K +$15.7K +410 New
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$14K -$421 -11 -3%
Barclays
88
Barclays
United Kingdom
$14K +$6.2K +162 +76%
BlackRock
89
BlackRock
New York
$13K – – –
TCOV
90
Trust Company of Vermont
Vermont
$12K – – –
CTC
91
Central Trust Company
Missouri
$5K – – –
NFG
92
Next Financial Group
Texas
$2K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$2K – – –
GAM
94
Gemmer Asset Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278 +$8.88K +232 +3%
Goldman Sachs
96
Goldman Sachs
New York
– -$1.05M -27,757 Closed
IMS
97
Index Management Solutions
Pennsylvania
– -$611K -16,143 Closed
GAM
98
Gotham Asset Management
New York
– -$454K -11,983 Closed
EMG
99
Ellington Management Group
Connecticut
– -$360K -9,500 Closed
CA
100
Commerzbank Aktiengesellschaft
Germany
– -$271K -7,148 Closed
1 2 3
4
5

FORR Hedge Fund Activity: Q3 2014 in Review

95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2014, worth a combined $376M — down 6.3% from $401M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FORR and 9 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $780K. The largest seller was Norges Bank, cutting an estimated $5.66M.

  • 95 institutional investors held Forrester Research (FORR) as of Q3 2014, down from 96 in Q2 2014.
  • Funds reported $376M of Forrester Research stock for Q3 2014, down 6.3% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q3 2014 and 10 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2014 was Citadel Advisors, an estimated $780K added.
  • The largest Forrester Research seller in Q3 2014 was Norges Bank, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2014.