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Forrester Research
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116 hedge funds and large institutions have $386M invested in Forrester Research in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

14% more funds holding

Funds holding: 102 → 116 (+14)

11% more capital invested

Capital invested by funds: $348M → $386M (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
American Capital Management
New York
+$16.5M
2
Norges Bank
Norges Bank
Norway
+$2.43M
3
BFA
BlackRock Fund Advisors
California
+$2.09M
4
Millennium Management
Millennium Management
New York
+$2.07M
5
Invesco
Invesco
Georgia
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$15.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.89M
3
NFA
Nationwide Fund Advisors
Ohio
-$1.22M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$821K
5
BCM
Bridgeway Capital Management
Texas
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283K -$5.47K -138 -2%
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$269K – – –
SCP
78
Seizert Capital Partners
Michigan
$253K +$257K +6,499 New
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$252K – – –
PAM
80
Panagora Asset Management
Massachusetts
$247K +$251K +6,350 New
BA
81
BlackRock Advisors
Delaware
$239K +$47.1K +1,188 +24%
AG
82
Aperio Group
California
$233K +$1.9K +48 +0.8%
AQR Capital Management
83
AQR Capital Management
Connecticut
$210K +$214K +5,405 New
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$171K – – –
SG Americas Securities
85
SG Americas Securities
New York
$161K +$164K +4,147 New
Wells Fargo
86
Wells Fargo
California
$135K +$23.8K +600 +21%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$128K – – –
Victory Capital Management
88
Victory Capital Management
Texas
$121K +$123K +3,100 New
QI
89
QS Investors
New York
$111K – – –
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$86K +$1.58K +40 +2%
MSA
91
Mason Street Advisors
Wisconsin
$80K +$3.68K +93 +5%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$57.8K -$63.4K -1,602 -52%
PI
93
PineBridge Investments
New York
$49K +$3.8K +96 +8%
US Bancorp
94
US Bancorp
Minnesota
$40K – – –
PCM
95
Prelude Capital Management
New York
$35K +$18.8K +475 +112%
BlackRock
96
BlackRock
New York
$33K -$8.32K -210 -20%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$26K – – –
Bank of America
98
Bank of America
North Carolina
$22K +$1.62K +41 +8%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$20K – – –
TRCT
100
Tower Research Capital (TRC)
New York
$16K -$13.3K -336 -46%
1 2 3
4
5

FORR Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2016, worth a combined $386M — up 11% from $348M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FORR positions and 4 closed out — a net gain of 14 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was American Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Epoch Investment Partners, cutting an estimated $15.2M.

  • 116 institutional investors held Forrester Research (FORR) as of Q3 2016, up from 102 in Q2 2016.
  • Funds reported $386M of Forrester Research stock for Q3 2016, up 11% quarter-over-quarter.
  • 18 funds opened new Forrester Research positions in Q3 2016 and 4 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q3 2016 was American Capital Management, an estimated $16.5M added.
  • The largest Forrester Research seller in Q3 2016 was Epoch Investment Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.