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Forrester Research
FORR

Overview Fund Activity

97 hedge funds and large institutions have $323M invested in Forrester Research in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
41
Reduced
27
Closed
7
Calls
$326K
Puts
–
Net Calls
+$326K
Net Calls Change
+$672K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$66.2M
2
USAA
2
United Services Automobile Association
Texas
$8.62M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.77M
4
GKIM
4
GW&K Investment Management
Massachusetts
$2.8M
5
CIA
5
Capital Impact Advisors
Massachusetts
$823K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$290K
2
Deutsche Bank
2
Deutsche Bank
Germany
$473K
3
AIM
3
Alambic Investment Management
California
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$524K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$49K -$38.2K -1,135 -44%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$48.4K -$19K -566 -28%
Bank of America
78
Bank of America
North Carolina
$47K -$28.8K -859 -38%
PI
79
PineBridge Investments
New York
$39K -$5.51K -165 -12%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$37K -$68.8K -2,037 -65%
BlackRock
81
BlackRock
New York
$24K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$22K +$13.3K +399 +152%
Barclays
83
Barclays
United Kingdom
$21K +$19K +565 +926%
UBS Group
84
UBS Group
Switzerland
$20K +$1.12K +33 +6%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$17K – – –
LIA
86
LS Investment Advisors
Michigan
$12K – – –
TCOV
87
Trust Company of Vermont
Vermont
$11K – – –
VCM
88
Versant Capital Management
Arizona
$9K -$4.04K -131 -31%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$7K -$410K -11,719 -98%
CG
90
Cutler Group
California
$7K +$7K +228 New
MA
91
MUFG Americas
New York
$6K -$4.33K -130 -42%
SWA
92
Sutton Wealth Advisors
Florida
$4.47K +$4.47K +133 New
AIM
93
Acrospire Investment Management
Illinois
$4K +$4K +124 New
TRCT
94
Tower Research Capital (TRC)
New York
$3K -$3.57K -119 -54%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$3K +$103 +3 +4%
Geode Capital Management
96
Geode Capital Management
Massachusetts
$2.75K +$51 +1,523 +2%
NFG
97
Next Financial Group
Texas
$1K – – –
MFS
98
MSI Financial Services
Massachusetts
$1K – – –
AIM
99
Alambic Investment Management
California
– -$456K -16,000 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$309K -10,822 Closed
1 2 3
4
5