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Forrester Research
FORR

122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.45% less ownership

Funds ownership: 55.56% → 54.1% (-1.5%)

4% less funds holding

Funds holding: 127 → 122 (-5)

11% less capital invested

Capital invested by funds: $435M → $389M (-$45.9M)

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
51
Reduced
35
Closed
9
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
+$246K

Top Buyers

1
BlackRock
BlackRock
New York
+$48.1M
2
Invesco
Invesco
Georgia
+$2.55M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$1.56M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.39M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.36M

Top Sellers

1
PCP
P2 Capital Partners
New York
-$17.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.46M
3
Morgan Stanley
Morgan Stanley
New York
-$1.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.38M
5
CCM
Cadence Capital Management
Massachusetts
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$243K -$45.9K -1,169 -16%
WCM
77
Wedge Capital Management
North Carolina
$242K +$40.5K +1,030 +20%
AG
78
Aperio Group
California
$236K +$33K +841 +16%
NFA
79
Nationwide Fund Advisors
Ohio
$235K -$15.1K -384 -6%
HIMCH
80
Hartford Investment Management Co (HIMCO)
Connecticut
$232K -$93.9K -2,390 -29%
First Trust Advisors
81
First Trust Advisors
Illinois
$231K +$36.8K +937 +19%
OAM
82
Oxford Asset Management
United Kingdom
$231K +$228K +5,815 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$225K -$463K -11,790 -68%
HHC
84
Hutchin Hill Capital
New York
$223K -$86.4K -2,200 -28%
QI
85
QS Investors
New York
$222K +$107K +2,728 +95%
AIM
86
Alambic Investment Management
California
$220K +$218K +5,545 New
AQR Capital Management
87
AQR Capital Management
Connecticut
$210K -$11.7K -299 -5%
ASRS
88
Arizona State Retirement System
Arizona
$208K +$3.93K +100 +2%
CIM
89
Contravisory Investment Management
Massachusetts
$183K – – –
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$177K +$3.14K +80 +2%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$175K – – –
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$131K – – –
KBC Group
93
KBC Group
Belgium
$117K -$562K -14,307 -83%
Deutsche Bank
94
Deutsche Bank
Germany
$100K -$196K -4,998 -66%
MSA
95
Mason Street Advisors
Wisconsin
$93K +$6.01K +153 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$80.7K -$6.87K -175 -8%
LIA
97
LS Investment Advisors
Michigan
$55K +$40.1K +1,020 +286%
PI
98
PineBridge Investments
New York
$52K +$1.69K +43 +3%
US Bancorp
99
US Bancorp
Minnesota
$47K +$2.16K +55 +5%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$44K +$1.18K +30 +3%
2 3
4
5 6

FORR Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2017, worth a combined $389M — down 11% from $435M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 9 closed out — a net gain of 1 holder — while 51 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $48.1M. The largest seller was P2 Capital Partners, cutting an estimated $17.7M.

  • 122 institutional investors held Forrester Research (FORR) as of Q1 2017, down from 127 in Q4 2016.
  • Funds reported $389M of Forrester Research stock for Q1 2017, down 11% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q1 2017 and 9 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2017 was BlackRock, an estimated $48.1M added.
  • The largest Forrester Research seller in Q1 2017 was P2 Capital Partners, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2017.