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Forrester Research
FORR

Overview Fund Activity

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
–
Net Calls
+$84K
Net Calls Change
+$1.36M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.03M
3
Millennium Management
3
Millennium Management
New York
$3.22M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$23.9M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$23.2M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$11.2M
2
Invesco
2
Invesco
Georgia
$1.68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$87.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.25M
5
Norges Bank
5
Norges Bank
Norway
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Aperio Group
California
$213K 4,756 -802 -14%
First Trust Advisors
77
First Trust Advisors
Illinois
$212K 4,747 -22 -0.5%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$197K 4,400 – –
UBS Group
79
UBS Group
Switzerland
$196K 4,392 +1,273 +41%
FMT
80
First Mercantile Trust
Tennessee
$189K 4,224 -330 -7%
OPERF
81
Oregon Public Employees Retirement Fund
Oregon
$174K 3,890 +3,890 New
MIM
82
MetLife Investment Management
New Jersey
$166K 3,707 -2,075 -36%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$155K 3,459 – –
SOADOR
84
State of Alaska Department of Revenue
Alaska
$152K 3,418 +175 +5%
MSA
85
Mason Street Advisors
Wisconsin
$142K 3,176 +177 +6%
MERSOM
86
Municipal Employees' Retirement System of Michigan
Michigan
$131K 2,930 +2,930 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
$128K 2,878 -6,085 -68%
Marshall Wace
88
Marshall Wace
United Kingdom
$104K 2,336 +2,336 New
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$85K 1,900 – –
PI
90
PineBridge Investments
New York
$82K 1,837 +1,434 +356%
US Bancorp
91
US Bancorp
Minnesota
$52K 1,180 -50 -4%
Acadian Asset Management
92
Acadian Asset Management
Massachusetts
$52K 1,160 – –
LIA
93
LS Investment Advisors
Michigan
$52K 1,174 +898 +325%
AIP
94
Ameritas Investment Partners
Nebraska
$35K 776 – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$33K 736 -1,682 -70%
QT
96
Quantamental Technologies
New York
$27K 597 +597 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$23K 499 -50 -9%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$23K 520 – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$22K 500 +500 New
AG
100
Advisor Group
Arizona
$17K 386 -28 -7%
2 3
4
5 6