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Forrester Research

102 hedge funds and large institutions have $348M invested in Forrester Research in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $323M → $348M (+$25.5M)

5% more funds holding

Funds holding: 97102 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$114K +$58.8K +1,648 +114%
Wells Fargo
77
Wells Fargo
California
$106K -$22.4K -629 -18%
QI
78
QS Investors
New York
$105K
MERSOM
79
Municipal Employees' Retirement System of Michigan
Michigan
$80K +$2.14K +60 +3%
MSA
80
Mason Street Advisors
Wisconsin
$72K +$6.64K +186 +11%
Legal & General Group
81
Legal & General Group
United Kingdom
$69K
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$46K +$5.21K +146 +13%
PI
83
PineBridge Investments
New York
$44K
BlackRock
84
BlackRock
New York
$39K +$10.7K +300 +40%
US Bancorp
85
US Bancorp
Minnesota
$38K -$15.4K -431 -30%
TRCT
86
Tower Research Capital (TRC)
New York
$27K +$22.7K +636 +636%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$24K
Bank of America
88
Bank of America
North Carolina
$20K -$30.8K -862 -61%
UBS Group
89
UBS Group
Switzerland
$19K -$2.53K -71 -12%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$19K
PCM
91
Prelude Capital Management
New York
$16K +$15.2K +425 New
Barclays
92
Barclays
United Kingdom
$15K -$8.06K -226 -36%
LIA
93
LS Investment Advisors
Michigan
$13K
TCOV
94
Trust Company of Vermont
Vermont
$12K
VCM
95
Versant Capital Management
Arizona
$10K
CG
96
Cutler Group
California
$8K
MA
97
MUFG Americas
New York
$7K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$7K
SWA
99
Sutton Wealth Advisors
Florida
$4.9K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3K -$107 -3 -3%

FORR Hedge Fund Activity: Q2 2016 in Review

102 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2016, worth a combined $348M — up 7.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.67M. The largest seller was American Capital Management, exiting entirely with an estimated $14.6M sold.

  • 102 institutional investors held Forrester Research (FORR) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $348M of Forrester Research stock for Q2 2016, up 7.9% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q2 2016 and 4 closed out, a net change of +6 holders.
  • The largest Forrester Research buyer in Q2 2016 was Wellington Management Group, an estimated $1.67M added.
  • The largest Forrester Research seller in Q2 2016 was American Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2016.