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Forrester Research
FORR

Overview Fund Activity

115 hedge funds and large institutions have $506M invested in Forrester Research in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
33
Closed
14
Calls
$225K
Puts
$1.51M
Net Calls
-$1.28M
Net Calls Change
-$416K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$8.89M
2
BlackRock
2
BlackRock
New York
$68.2M
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$22.7M
5
State Street
5
State Street
Massachusetts
$13.3M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$25.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$263K
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$219K 4,769 -164 -3%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$210K 4,584 -17,189 -79%
FMT
78
First Mercantile Trust
Tennessee
$209K 4,554 -140 -3%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$207K 4,500 +4,500 New
SIM
80
Spark Investment Management
New York
$205K 4,479 +4,479 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$202K 4,400 – –
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$159K 3,459 – –
SOADOR
83
State of Alaska Department of Revenue
Alaska
$148K 3,243 +50 +2%
UBS Group
84
UBS Group
Switzerland
$143K 3,119 +1,705 +121%
MSA
85
Mason Street Advisors
Wisconsin
$138K 2,999 +143 +5%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$111K 2,418 -2 -0.1%
Bank of America
87
Bank of America
North Carolina
$99K 2,167 -804 -27%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$87K 1,900 – –
US Bancorp
89
US Bancorp
Minnesota
$57K 1,230 – –
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$53K 1,160 – –
AIP
91
Ameritas Investment Partners
Nebraska
$36K 776 – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$26.9K 586 +44 +8%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$25K 549 +205 +60%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$24K 520 – –
AG
95
Advisor Group
Arizona
$19K 414 +25 +6%
PI
96
PineBridge Investments
New York
$18K 403 +403 New
TCOV
97
Trust Company of Vermont
Vermont
$15K 330 – –
LIA
98
LS Investment Advisors
Michigan
$13K 276 – –
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$12K 253 -59 -19%
MOACM
100
Mutual of America Capital Management
New York
$9K 192 +156 +433%
2 3
4
5 6