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Forrester Research

94 hedge funds and large institutions have $395M invested in Forrester Research in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 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

5% more capital invested

Capital invested by funds: $376M → $395M (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9594 (-1)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$130K
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$122K
PI
78
PineBridge Investments
New York
$108K +$3.89K +98 +4%
SG Americas Securities
79
SG Americas Securities
New York
$108K +$109K +2,750 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$88K
Legal & General Group
81
Legal & General Group
United Kingdom
$77K
MSA
82
Mason Street Advisors
Wisconsin
$55K +$1.55K +39 +3%
UBS Group
83
UBS Group
Switzerland
$47K +$47K +1,184 New
Barclays
84
Barclays
United Kingdom
$24K +$9.8K +247 +66%
TRCT
85
Tower Research Capital (TRC)
New York
$19K -$41.9K -1,056 -70%
BlackRock
86
BlackRock
New York
$14K
TCOV
87
Trust Company of Vermont
Vermont
$13K
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$12K -$3.09K -78 -20%
MCM
89
MV Capital Management
Maryland
$7K +$6.62K +167 New
SEI Investments
90
SEI Investments
Pennsylvania
$4K +$3.61K +91 New
NFG
91
Next Financial Group
Texas
$2K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$2K
GAM
93
Gemmer Asset Management
California
$1K
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291 -$5.39K -136 -2%
SFM
95
Systematic Financial Management
New Jersey
-$2.25M -61,130 Closed
ICAP
96
Independence Capital Asset Partners
Colorado
-$608K -16,500 Closed
QI
97
QS Investors
New York
-$417K -11,300 Closed
AQR Capital Management
98
AQR Capital Management
Connecticut
-$348K -9,443 Closed
Two Sigma Advisers
99
Two Sigma Advisers
New York
-$217K -5,888 Closed
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
-$25K -679 Closed

FORR Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2014, worth a combined $395M — up 5.1% from $376M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.32M. The largest seller was Wellington Management Group, cutting an estimated $4.07M.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2014, down from 95 in Q3 2014.
  • Funds reported $395M of Forrester Research stock for Q4 2014, up 5.1% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $2.32M added.
  • The largest Forrester Research seller in Q4 2014 was Wellington Management Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2014.