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Forrester Research

94 hedge funds and large institutions have $273M invested in Forrester Research in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9694 (-2)

10% less capital invested

Capital invested by funds: $303M → $273M (-$30.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

53% less call options, than puts

Call options by funds: $312K | Put options by funds: $658K

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
30
Reduced
36
Closed
7
Calls
$312K
Puts
$658K
Net Calls
-$346K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$57.1K -$8.17K -262 -12%
Legal & General Group
77
Legal & General Group
United Kingdom
$56K
MSA
78
Mason Street Advisors
Wisconsin
$46K +$3.83K +123 +8%
PI
79
PineBridge Investments
New York
$38K -$1.9K -61 -4%
BlackRock
80
BlackRock
New York
$21K -$3.12K -100 -12%
UBS Group
81
UBS Group
Switzerland
$16K -$13.2K -422 -43%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$15K +$16.2K +520 New
VCM
83
Versant Capital Management
Arizona
$12K +$13.2K +423 New
LIA
84
LS Investment Advisors
Michigan
$10K
TCOV
85
Trust Company of Vermont
Vermont
$9K
MA
86
MUFG Americas
New York
$9K +$9.66K +310 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$7K -$6.17K -198 -43%
TRCT
88
Tower Research Capital (TRC)
New York
$6K -$63.3K -2,032 -90%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$2K
Barclays
90
Barclays
United Kingdom
$2K +$281 +9 +17%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$1K -$8.17K -262 -90%
MFS
92
MSI Financial Services
Massachusetts
$1K
NFG
93
Next Financial Group
Texas
$1K
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214 +$6.2K +199 +3%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
-$6.97M -221,609 Closed
AC
96
Amici Capital
New York
-$1.26M -40,000 Closed
BA
97
Boston Advisors
Massachusetts
-$689K -21,906 Closed
SEI Investments
98
SEI Investments
Pennsylvania
-$512K -16,291 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$368K -11,818 Closed
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$346K -11,006 Closed

FORR Hedge Fund Activity: Q4 2015 in Review

94 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2015, worth a combined $273M — down 10% from $303M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $3.74M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $6.97M sold.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2015, down from 96 in Q3 2015.
  • Funds reported $273M of Forrester Research stock for Q4 2015, down 10% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q4 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q4 2015 was Fidelity Investments, an estimated $3.74M added.
  • The largest Forrester Research seller in Q4 2015 was Kayne Anderson Rudnick Investment Management, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2015.